KLINGMAN & ASSOCIATES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CFG | 447K | $23.77M |
 | AAPL | 272K | $69.29M |
 | COMP | 172K | $1.38M |
 | BRLT | 148K | $306.93K |
 | DDOG | 116K | $16.56M |
 | NVDA | 61K | $11.44M |
 | AMZN | 57K | $12.52M |
 | VRA | 54K | $107.98K |
 | CPNG | 49K | $1.58M |
 | FBRT | 42K | $461.19K |
 | XOM | 39K | $4.39M |
 | MSFT | 36K | $18.41M |
United Bankshares, Inc. | UBSI | 31K | $1.14M |
 | GOOG | 30K | $7.42M |
 | CROX | 29K | $2.45M |
 | JPM | 29K | $9.02M |
 | GBDC | 28K | $380.42K |
 | PFE | 27K | $679.88K |
 | GOOGL | 26K | $6.26M |
 | JLL | 23K | $7.01M |
Citizens Financial Group, Inc.
CFG
Shares Held
447K
Value
$23.77M
Apple Inc.
AAPL
Shares Held
272K
Value
$69.29M
Compass, Inc.
COMP
Shares Held
172K
Value
$1.38M
Brilliant Earth Group, Inc.
BRLT
Shares Held
148K
Value
$306.93K
Datadog, Inc.
DDOG
Shares Held
116K
Value
$16.56M
NVIDIA Corporation
NVDA
Shares Held
61K
Value
$11.44M
Amazon.com, Inc.
AMZN
Shares Held
57K
Value
$12.52M
Vera Bradley, Inc.
VRA
Shares Held
54K
Value
$107.98K
Coupang, Inc.
CPNG
Shares Held
49K
Value
$1.58M
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
42K
Value
$461.19K
Exxon Mobil Corporation
XOM
Shares Held
39K
Value
$4.39M
Microsoft Corporation
MSFT
Shares Held
36K
Value
$18.41M
United Bankshares, Inc.
UBSI
Shares Held
31K
Value
$1.14M
Alphabet Inc.
GOOG
Shares Held
30K
Value
$7.42M
Crocs, Inc.
CROX
Shares Held
29K
Value
$2.45M
JPMorgan Chase & Co.
JPM
Shares Held
29K
Value
$9.02M
Golub Capital BDC, Inc.
GBDC
Shares Held
28K
Value
$380.42K
Pfizer Inc.
PFE
Shares Held
27K
Value
$679.88K
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$6.26M
Jones Lang LaSalle Incorporated
JLL
Shares Held
23K
Value
$7.01M