Long-term investor

Klingman & Associates, LLC @klingmanassociatesllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001662449).

Record

  • Tracked since 2025-06-30 (478 days), 16 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.8% · 6 months +11.0% · 1 year +10.8% · all +10.8%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 17.1% · long · since 2025-09-30
  • 922020805 · 5.8% · long · since 2025-09-30
  • 464287507 · 4.8% · long · since 2025-09-30
  • 46432F842 · 4.1% · long · since 2025-09-30
  • 921943858 · 3.8% · long · since 2025-09-30
  • AAPL · 3.7% · long · since 2025-09-30
  • 78462F103 · 3.6% · long · since 2025-09-30
  • 464287804 · 3.4% · long · since 2025-09-30
  • 78464A409 · 3.3% · long · since 2025-09-30
  • 78464A508 · 3.0% · long · since 2025-09-30
  • 922042858 · 2.4% · long · since 2025-09-30
  • 46138G698 · 2.0% · long · since 2025-09-30

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