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Home > Institutional Investor > Klingman & Associates, Llc > Profile

Instuitional Investor - Klingman & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Klingman & Associates, Llc
Portfolio Value $2,089,160,347
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 526,701 $344,046,422 16.47%
2.
Vanguard Malvern Fds
 2,425,416 $121,149,514 5.8%
3.
Ishares Trust
 IEF 1,556,145 $105,086,458 5.03%
4.
Ishares Trust
 HYG 957,356 $86,669,458 4.15%
5.
Vanguard Tax-Managed Fds
 1,210,939 $77,596,972 3.71%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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