Klingman & Associates, LLC
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$2.1B
Holdings
331
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 76.2% (514.2k → 122.4k shares)
16.5%
02
$VTIP
VANGUARD MALVERN FDS
Q1 2026: Exited (was 2.09M shares)
5.8%
03
$IJH
ISHARES TR
Q1 2026: Sold 76.2% (1.51M → 359.5k shares)
5.0%
04
$IEFA
ISHARES TR
Q1 2026: Sold 97.6% (909.2k → 22.2k shares)
4.1%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 1.15M shares)
3.7%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 90.4% (115.2k → 11.1k shares)
3.6%
07
$IJR
ISHARES TR
Q1 2026: Sold 95.0% (567.4k → 28.5k shares)
3.5%
08
$AAPL
APPLE INC
Q1 2026: Sold 91.8% (272.0k → 22.3k shares)
3.3%
09
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 1.20M shares)
3.2%
10
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 666.2k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.