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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
19
1
0
0
0
0
11
3
1
KLINGMAN ASSOCIATES LLC

Time Period2019-03-31

Total Holdings119

Total Value ($x1000)512,978
Activities
New16

Increased41

Unchanged38

Decreased24

Sold Out4

Top 10 Stock Holdingstotal 63.57%
IVV16.66

IJH8.17

SPY7.67

TPYP6.45

IJR4.89

 
VTIP4.79

SDY4.42

PRF4.03

MDY3.35

MLPI3.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
16.66%
CORE S&P500 ETF
IJH
8.17%
CORE S&P MCP ETF
SPY
7.67%
TR UNIT
TPYP
6.45%
TORTOISE NRAM PI
IJR
4.89%
CORE S&P SCP ETF
VTIP
4.79%
STRM INFPROIDX
SDY
4.42%
S&P DIVID ETF
PRF
4.03%
FTSE RAFI 1000
MDY
3.35%
UTSER1 S&PDCRP
MLPI
3.14%
ALERIAN INFRST
NEAR
3%
SHT MAT BD ETF
AMJ
2.57%
ALERIAN ML ETN
RWL
1.98%
LARGE CAP REV ET
TIP
1.58%
TIPS BD ETF
AAPL
1.56%
COM
USMV
1.42%
USA MIN VOL ETF
PJT
1.34%
COM CL A
VNQ
1.15%
REIT ETF
SLYV
1.1%
S&P 600 SMCP VAL
BSCO
1.09%
BULSHS 2024 CB
IWM
1.07%
RUSSELL 2000 ETF
EFAV
0.97%
EAFE MIN VOL ETF
SPLV
0.91%
S&P500 LOW VOL
DVY
0.82%
SELECT DIVID ETF
IDV
0.8%
INTL SEL DIV ETF
VTI
0.77%
TOTAL STK MKT
VXUS
0.73%
VG TL INTL STK F
BSCN
0.64%
BULSHS 2023 CB
IWB
0.61%
RUS 1000 ETF
EFA
0.54%
MSCI EAFE ETF
CFG
0.51%
COM
JPST
0.43%
ULTRA SHRT INC
VEU
0.43%
ALLWRLD EX US
VOO
0.41%
SHS
VRP
0.4%
VAR RATE PFD
HDV
0.37%
HIGH DIVIDND ETF
MSFT
0.37%
COM
VEA
0.33%
FTSE DEV MKT ETF
MA
0.29%
CL A
VWO
0.28%
FTSE EMR MKT ETF
BRK.B
0.27%
CL B NEW
XOM
0.27%
COM
VB
0.26%
SMALL CP ETF
MLPX
0.26%
GLB X MLP ENRG I
VIG
0.22%
DIV APP ETF
JNJ
0.22%
COM
BSCP
0.19%
BULSHS 2025 CB
ROST
0.19%
COM
AMZN
0.18%
COM
JPM
0.18%
COM
BX
0.17%
COM UNIT LTD
RY
0.17%
COM
OEF
0.17%
S&P 100 ETF
SOXX
0.16%
PHLX SEMICND ETF
RWK
0.16%
MID CAP REV ETF
BSCM
0.15%
BULSHS 2022 CB
HD
0.15%
COM
MINT
0.15%
ENHAN SHRT MAT
RWJ
0.14%
SMALL CAP REV ET
PDN
0.14%
FTSE RAFI SML
SCZ
0.13%
EAFE SML CP ETF
RSP
0.13%
S&P500 EQL WGT
VCIT
0.12%
INT-TERM CORP
TJX
0.12%
COM
GE
0.12%
COM
PEP
0.11%
COM
DEM
0.11%
EMERG MKTS ETF
IWR
0.1%
RUS MID-CAP ETF
PFE
0.1%
COM
VO
0.1%
MID CAP ETF
GOOG
0.09%
CAP STK CL C
EEMV
0.09%
EM MK MINVOL ETF
EEM
0.08%
MSCI EMG MKT ETF
VXF
0.08%
EXTEND MKT ETF
HON
0.08%
COM
VYM
0.08%
HIGH DIV YLD
SLYG
0.08%
S&P 600 SMCP GRW
CACC
0.08%
COM
RWO
0.08%
DJ GLB RL ES ETF
EWX
0.08%
S&P EMKTSC ETF
ESD
0.08%
COM
DIS
0.08%
COM DISNEY
PPG
0.07%
COM
RWX
0.07%
DJ INTL RL ETF
FB
0.07%
CL A
HSY
0.07%
COM
VTEB
0.07%
TAX-EXEMPT BD
VSS
0.07%
FTSE SMCAP ETF
SCHE
0.07%
EMRG MKTEQ ETF
EMLP
0.07%
NO AMER ENERGY
EMB
0.07%
JP MOR EM MK ETF
MRK
0.07%
COM
IBML
0.06%
IBONDS DEC2023
ORLY
0.06%
COM
ABBV
0.06%
COM
PG
0.06%
COM
VZ
0.06%
COM
SCHW
0.06%
COM
BSCL
0.06%
BULSHS 2021 CB
IBMK
0.05%
IBONDS DEC 22
KMX
0.05%
COM
INTC
0.05%
COM
MCI
0.05%
COM
CSX
0.05%
COM
MDYV
0.05%
S&P 400 MDCP VAL
INB
0.05%
COM
CVX
0.05%
COM
JEC
0.05%
COM
IVOO
0.05%
MIDCP 400 IDX
WIP
0.05%
DB INT GVT ETF
PXF
0.05%
FTSE RAFI DEV
QQQ
0.04%
UNIT SER 1
IVE
0.04%
S&P 500 VAL ETF
IBMJ
0.04%
IBONDS DEC 21
BAC
0.04%
COM
MDYG
0.04%
S&P 400 MDCP GRW
CSCO
0.04%
COM
DE
0.04%
COM
MHN
0.03%
COM
CHY
0.07%
COM SHS
PPR
0.04%
SH BEN INT
FIV
0.03%
SHS
EFL
0.03%
COM