Klingman & Associates, LLC

CIK 0001662449 · Q2 2026

13F Equity AUM

$2.3B

+12.4% QoQ

Positions

350

-332 QoQ

AUM Rank

#2,162

Top 17%

Skill Alpha (FF)

-1.1%/yr^ns

No Clear Edge

Rank #3,803 · Top 46%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 35.7%Top 10: 52.7%Top 20: 69.3%

IVV16.9%

VTIP5.6%

IJH5.3%

IEFA4.1%

VEA3.8%

IJR3.8%

SPY3.6%

SPYG3.3%

AAPL3.3%

SPYV3.0%

Others (340)47.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 350Median: 0.03%Avg: 0.29%

0–0.5%

315(16.7%)

0.5–1%

8(5.3%)

1–3%

17(25.3%)

3–5%

7(24.9%)

5%+

3(27.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 350vs 20 funds

0%Low

350

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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