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CIK: 0001662449
Total reported value
$2.3B
$2.3B
265 檔
24.6%
According to the latest 13F quarterly dataset, Klingman & Associates, LLC managed an equity portfolio of $2.3B at the end of Q3 2024, spanning 265 distinct U.S. exchange-listed positions.
In Q3 2024, Klingman & Associates, LLC displayed an active expansion posture, initiating 25 new positions and adding to 85 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.67% | +0.45% | +1.86% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.25% | +0.24% | +3.95% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.31% | +0.06% | -2.30% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.85% | +0.24% | +2.43% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.64% | -0.14% | -0.28% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.59% | -0.03% | +3.92% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.51% | +0.21% | -0.67% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.49% | -0.22% | -0.80% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.74% | -0.03% | +2.51% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.71% | +0.07% | +15.96% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.17% | -0.15% | -0.97% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | -0.10% | +11.57% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.80% | -0.11% | -0.67% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.78% | — | -1.55% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.76% | -0.16% | +2.18% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.70% | -0.13% | -0.09% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.68% | -0.19% | +0.23% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.64% | -0.07% | +0.01% | |
| 19 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.60% | +0.11% | +2.25% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.54% | +0.01% | -1.79% | |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.54% | -0.15% | -0.65% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.38% | +0.03% | +0.07% | |
| 23 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.34% | -0.14% | +10.29% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.34% | — | -2.56% | |
| 25 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.17% | +0.29% | -14.31% | |
| 26 | CFG | Citizens Financial Group | Stock-Financials | 1.07% | -0.09% | -0.01% | |
| 27 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.02% | -0.13% | +17.51% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.01% | +0.09% | -0.26% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.02% | +6.12% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.06% | +8.43% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.75% | -0.05% | -4.25% | |
| 32 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.66% | -0.07% | +10.64% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | +0.15% | +7.59% | |
| 34 | PJT | Pjt Partners Inc - A | Stock-Financials | 0.63% | -0.10% | EXIT | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.05% | +10.49% | |
| 36 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.47% | -0.04% | -8.36% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.02% | -0.71% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | — | — | |
| 39 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.42% | -0.03% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.09% | +97.53% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | +11.11% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | -0.01% | -0.27% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | +0.35% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.27% | -0.02% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.05% | +66.23% | |
| 46 | CROX | Crocs Inc | Stock-Consumer Disc | 0.27% | +0.04% | +0.73% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | +0.01% | +16.38% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.03% | +0.62% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.03% | +21.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.3% | +15.96% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +11.57% | Add |
| 3 | AAPL | Apple Inc | +0.2% | +3.92% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +97.53% | Add |
| 5 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +17.51% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.43% | Add |
| 7 | COST | Costco Wholesale CORP | +0.1% | +181.71% | Add |
| 8 | TTEK | Tetra Tech Inc | +0.1% | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | +0.1% | +144.01% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | +300.13% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.95% | Add |
| 12 | JLL | Jones Lang Lasalle Inc | +0.1% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +66.23% | Add |
| 14 | HD | Home Depot Inc | +0.1% | +38.83% | Add |
| 15 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +10.29% | Add |
| 16 | SYK | Stryker CORP | +0.1% | +321.89% | Add |
| 17 | CFG | Citizens Financial Group | +0.1% | -0.01% | Trim |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.38% | Add |
| 19 | ADP | Automatic Data Processing | +0.1% | +63.41% | Add |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +148.49% | Add |
| 21 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 22 | SPEM | State Street Sp Ptf Em ETF | +0.1% | NEW | New buy |
| 23 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 24 | IEMG | Ishares Core Msci Emerging | 0% | +7.59% | Add |
| 25 | ABBV | Abbvie Inc | 0% | +35.70% | Add |
| 26 | ECL | Ecolab Inc | 0% | NEW | New buy |
| 27 | TJX | Tjx Companies Inc | 0% | +45.24% | Add |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.51% | Add |
| 29 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.67% | Trim |
| 30 | NEE | Nextera Energy Inc | 0% | +36.99% | Add |
| 31 | MCD | Mcdonald's CORP | 0% | +49.70% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +1421.85% | Add |
| 33 | ABT | Abbott Laboratories | 0% | +47.90% | Add |
| 34 | TXN | Texas Instruments Inc | 0% | +157.95% | Add |
| 35 | DE | Deere & Co | 0% | +146.65% | Add |
| 36 | STLD | Steel Dynamics Inc | 0% | NEW | New buy |
| 37 | PLD | Prologis Inc | 0% | NEW | New buy |
| 38 | BLKCHF | Blackrock Inc | 0% | NEW | New buy |
| 39 | CRM | Salesforce Inc | 0% | +94.40% | Add |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.07% | Add |
| 41 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.12% | Add |
| 42 | NYF | Ishares New York Muni Bond E | 0% | +10.64% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +11.11% | Add |
| 44 | NVDA | Nvidia CORP | 0% | +21.25% | Add |
| 45 | ACN | Accenture plc | 0% | +87.65% | Add |
| 46 | COMP | Compass Inc - Class A | 0% | -14.02% | Trim |
| 47 | GEHC | GE Healthcare Technology | 0% | +109.61% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | +30.13% | Add |
| 49 | UBER | Uber Technologies Inc | 0% | NEW | New buy |
| 50 | PGR | Progressive CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, Klingman & Associates, LLC reported a total U.S. public equity portfolio value of $2.3B across 265 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, SPY) accounted for 24.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
TTEK
市值: $1.6M
Top Position Liquidated / Trimmed
MRNA
前期市值: $345.1K
During Q3 2024, Klingman & Associates, LLC's top holdings by market value included IVV (18.7%)、IJH (5.3%)、SPY (4.3%). The largest single position, IVV, represented 18.7% of total portfolio value.
In Q3 2024, Klingman & Associates, LLC made 169 total portfolio adjustments, initiating 25 new buys, adding to 85 positions, trimming 51 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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