Alafolio
Manager Profile

KLINGENSTEIN FIELDS & CO LP

Diversified · Technology 25%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

NEW YORK, NY

Portfolio Value

$2.9B

Latest reported 13F value

Holdings

265

Distinct positions in last filing

Top Position

Broadcom Inc

Latest disclosed holding

Top 4

AVGO GOOGL PANW AVGO LLY

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
24.5%
Communication Services
14.1%
Financial Services
11.4%
Healthcare
10.3%
Industrials
6.1%
Consumer Cyclical
5.7%
Consumer Defensive
4.8%
Energy
1.4%
Real Estate
1.3%
Basic Materials
1%
Utilities
0.8%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Broadcom Inc

Shares: 280.5K

106M

Position Value
2
Alphabet Inc

Shares: 277.5K

99.2M

Position Value
3
Palo Alto Networks Inc

Shares: 253.8K

86.5M

Position Value
4
Broadcom Inc

Shares: 224.2K

84.7M

Position Value
5
Lilly(Eli) & Co

Shares: 65.8K

78.9M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID