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Home > Institutional Investor > Klingenstein Fields & Co Llc > Profile

Instuitional Investor - Klingenstein Fields & Co Llc

Fund Profile
Filing Period:
Fund Name: Klingenstein Fields & Co Llc
Portfolio Value $2,858,967,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 504,659 $190,634,938 6.67%
2.
Alphabet Inc.
 GOOGL 418,860 $149,687,998 5.24%
3.
Palo Alto Networks Inc
 PANW 426,619 $145,485,611 5.09%
4.
Eli Lilly & Co
 LLY 91,363 $109,583,981 3.83%
5.
Apple Inc.
 AAPL 361,383 $104,569,916 3.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.