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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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Large
Value
Mid
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Small
Growth
14
1
0
0
0
0
11
3
1
KLINGMAN ASSOCIATES LLC

Time Period2018-12-31

Total Holdings107

Total Value ($x1000)444,040
Activities
New9

Increased28

Unchanged28

Decreased42

Sold Out7

Top 10 Stock Holdingstotal 64.33%
IVV16.56

IJH8.46

SPY7.86

TPYP6.11

IJR4.85

 
VTIP4.78

SDY4.65

PRF4.23

NEAR3.44

MDY3.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
16.56%
CORE S&P500 ETF
IJH
8.46%
CORE S&P MCP ETF
SPY
7.86%
TR UNIT
TPYP
6.11%
TORTOISE NRAM PI
IJR
4.85%
CORE S&P SCP ETF
VTIP
4.78%
STRM INFPROIDX
SDY
4.65%
S&P DIVID ETF
PRF
4.23%
FTSE RAFI 1000
NEAR
3.44%
SHT MAT BD ETF
MDY
3.39%
UTSER1 S&PDCRP
MLPI
3.24%
ALERIAN INFRST
AMJ
2.63%
ALERIAN ML ETN
RWL
2.13%
LARGE CAP REV ET
TIP
1.81%
TIPS BD ETF
AAPL
1.48%
COM
PJT
1.43%
COM CL A
USMV
1.29%
USA MIN VOL ETF
BSCO
1.14%
BULSHS 2024 CB
VNQ
1.13%
REIT ETF
SLYV
1.13%
S&P 600 SMCP VAL
IWM
1.08%
RUSSELL 2000 ETF
SPLV
0.95%
S&P500 LOW VOL
DVY
0.86%
SELECT DIVID ETF
IDV
0.86%
INTL SEL DIV ETF
VTI
0.78%
TOTAL STK MKT
VXUS
0.78%
VG TL INTL STK F
BSCN
0.64%
BULSHS 2023 CB
IWB
0.62%
RUS 1000 ETF
EFA
0.55%
MSCI EAFE ETF
CFG
0.54%
COM
VEU
0.45%
ALLWRLD EX US
VRP
0.45%
VAR RATE PFD
VEA
0.4%
FTSE DEV MKT ETF
HDV
0.39%
HIGH DIVIDND ETF
EFAV
0.38%
EAFE MIN VOL ETF
VOO
0.37%
SHS
MSFT
0.34%
COM
BRK.B
0.31%
CL B NEW
VWO
0.3%
FTSE EMR MKT ETF
MLPX
0.27%
GLB X MLP ENRG I
VB
0.26%
SMALL CP ETF
XOM
0.26%
COM
MA
0.25%
CL A
JNJ
0.23%
COM
JPST
0.21%
ULTRA SHRT INC
VIG
0.2%
DIV APP ETF
ROST
0.19%
COM
MINT
0.18%
ENHAN SHRT MAT
RY
0.18%
COM
AMZN
0.17%
COM
OEF
0.17%
S&P 100 ETF
RWK
0.16%
MID CAP REV ETF
SOXX
0.16%
PHLX SEMICND ETF
RWJ
0.15%
SMALL CAP REV ET
HD
0.14%
COM
JPM
0.14%
COM
SCZ
0.14%
EAFE SML CP ETF
RSP
0.13%
S&P500 EQL WGT
BSCM
0.13%
BULSHS 2022 CB
PDN
0.12%
FTSE RAFI SML
BSCP
0.12%
BULSHS 2025 CB
TJX
0.12%
COM
PFE
0.12%
COM
DEM
0.12%
EMERG MKTS ETF
GOOG
0.11%
CAP STK CL C
PEP
0.11%
COM
IWR
0.1%
RUS MID-CAP ETF
VO
0.1%
MID CAP ETF
ESD
0.09%
COM
EEM
0.09%
MSCI EMG MKT ETF
DIS
0.09%
COM DISNEY
VYM
0.08%
HIGH DIV YLD
SLYG
0.08%
S&P 600 SMCP GRW
EWX
0.08%
S&P EMKTSC ETF
VXF
0.08%
EXTEND MKT ETF
PG
0.08%
COM
HSY
0.08%
COM
PPG
0.08%
COM
HON
0.08%
COM
ABBV
0.08%
COM
CACC
0.08%
COM
RWX
0.08%
DJ INTL RL ETF
KMX
0.07%
COM
VSS
0.07%
FTSE SMCAP ETF
SCHE
0.07%
EMRG MKTEQ ETF
MRK
0.07%
COM
CHY
0.07%
COM SHS
IBML
0.07%
IBONDS DEC2023
EMLP
0.07%
NO AMER ENERGY
VZ
0.06%
COM
SCHW
0.06%
COM
ORLY
0.06%
COM
BSCL
0.06%
BULSHS 2021 CB
MCI
0.06%
COM
INB
0.05%
COM
CVX
0.05%
COM
WIP
0.05%
DB INT GVT ETF
PXF
0.05%
FTSE RAFI DEV
IVOO
0.05%
MIDCP 400 IDX
CSX
0.05%
COM
FB
0.05%
CL A
JEC
0.05%
COM
IBMK
0.05%
IBONDS DEC 22
PPR
0.04%
SH BEN INT
MHN
0.03%
COM
FIV
0.03%
SHS
EFL
0.03%
COM
FCT
0.19%
COM
FRA
0.14%
COM
VVR
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
QQQ
0.05%
UNIT SER 1
BSV
0.04%
SHORT TRM BOND
RFI
0.03%
COM