Klingenstein Fields & Co. LP
Annual return '25
+19.7%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$2.5B
Holdings
185
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: Sold 97.9% (569.0k → 11.9k shares)
6.3%
02
$GOOGL
ALPHABET INC
Q1 2026: Sold 88.3% (579.2k → 67.5k shares)
4.8%
03
$LLY
LILLY ELI & CO
Q1 2026: Sold 62.3% (57.3k → 21.6k shares)
3.7%
04
$AAPL
APPLE INC
Q1 2026: Increased +70.7% (499.2k → 852.1k shares)
3.6%
05
$BRK/B
BERKSHIRE HATHAWAY
Q1 2026: Sold 70.2% (224.0k → 66.7k shares)
3.6%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +19.9% (340.0k → 407.6k shares)
3.4%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 54.5% (476.6k → 217.0k shares)
3.0%
08
$NVDA
NVIDIA CORP
Q1 2026: Sold 73.0% (663.2k → 179.0k shares)
2.8%
09
$PANW
PALO ALTO NETWORKS
Q1 2026: Sold 100.0% (522.7k → 142 shares)
2.7%
10
$GS
GOLDMAN SACHS GROUP
Q1 2026: Sold 97.1% (100.2k → 2.9k shares)
2.6%
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 12:47 UTC.