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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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12
1
0
0
1
0
11
3
1
KLINGMAN ASSOCIATES LLC

Time Period2018-06-30

Total Holdings102

Total Value ($x1000)464,628
Activities
New13

Increased22

Unchanged25

Decreased42

Sold Out18

Top 10 Stock Holdingstotal 64.7%
IVV15.17

IJH8.77

SPY8.29

TPYP5.04

VTIP5.02

 
AMJ4.97

SDY4.73

PRF4.5

IJR4.4

MDY3.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IVV
15.17%
CORE S&P500 ETF
IJH
8.77%
CORE S&P MCP ETF
SPY
8.29%
TR UNIT
TPYP
5.04%
TORTOISE NRAM PI
VTIP
5.02%
STRM INFPROIDX
AMJ
4.97%
ALERIAN ML ETN
SDY
4.73%
S&P DIVID ETF
PRF
4.5%
FTSE RAFI 1000
IJR
4.4%
CORE S&P SCP ETF
MDY
3.81%
UTSER1 S&PDCRP
MLPI
3.62%
ALERIAN INFRST
NEAR
2.81%
SHT MAT BD ETF
TIP
2.34%
TIPS BD ETF
RWL
2.26%
LARGE CAP REV ET
PJT
1.88%
COM CL A
AAPL
1.65%
COM
IDV
1.26%
INTL SEL DIV ETF
IWM
1.23%
RUSSELL 2000 ETF
VNQ
1.2%
REIT ETF
USMV
1.06%
USA MIN VOL ETF
SPLV
1%
S&P500 LOW VOL
DVY
0.91%
SELECT DIVID ETF
IWB
0.71%
RUS 1000 ETF
CFG
0.67%
COM
VEA
0.65%
FTSE DEV MKT ETF
EFA
0.64%
MSCI EAFE ETF
VRP
0.55%
VAR RATE PFD
VTI
0.49%
TOTAL STK MKT
VEU
0.49%
ALLWRLD EX US
VWO
0.42%
FTSE EMR MKT ETF
HDV
0.38%
HIGH DIVIDND ETF
VOO
0.34%
SHS
MSFT
0.31%
COM
XOM
0.29%
COM
FCT
0.27%
COM
BRK.B
0.27%
CL B NEW
MLPX
0.27%
GLB X MLP ENRG I
JLL
0.27%
COM
MA
0.26%
CL A
MINT
0.26%
ENHAN SHRT MAT
EFAV
0.25%
EAFE MIN VOL ETF
JNJ
0.21%
COM
RY
0.2%
COM
VIG
0.2%
DIV APP ETF
ROST
0.19%
COM
VB
0.18%
SMALL CP ETF
VXUS
0.18%
VG TL INTL STK F
RWK
0.18%
MID CAP REV ETF
RWJ
0.18%
SMALL CAP REV ET
OEF
0.18%
S&P 100 ETF
FRA
0.18%
COM
SCZ
0.18%
EAFE SML CP ETF
GOOG
0.18%
CAP STK CL C
SOXX
0.17%
PHLX SEMICND ETF
AMZN
0.16%
COM
RSP
0.14%
S&P500 EQL WGT
HD
0.14%
COM
ESD
0.13%
COM
PDN
0.13%
FTSE RAFI SML
TJX
0.12%
COM
DEM
0.12%
EMERG MKTS ETF
IWR
0.11%
RUS MID-CAP ETF
JPM
0.11%
COM
PFE
0.11%
COM
VO
0.1%
MID CAP ETF
EEM
0.1%
MSCI EMG MKT ETF
PEP
0.1%
COM
CHY
0.1%
COM SHS
RWX
0.1%
DJ INTL RL ETF
VSS
0.09%
FTSE SMCAP ETF
EWX
0.09%
S&P EMKTSC ETF
VXF
0.08%
EXTEND MKT ETF
KMX
0.08%
COM
SCHW
0.08%
COM
VVR
0.08%
COM
DIS
0.08%
COM DISNEY
BSCN
0.08%
BULSHS 2023 CB
INB
0.08%
COM
ABBV
0.07%
COM
SCHE
0.07%
EMRG MKTEQ ETF
FB
0.07%
CL A
VYM
0.07%
HIGH DIV YLD
HSY
0.07%
COM
EMLP
0.07%
NO AMER ENERGY
MRK
0.07%
COM
CACC
0.07%
COM
HON
0.06%
COM
CVX
0.06%
COM
MCI
0.06%
COM
BSCO
0.06%
BULSHS 2024 CB
IVE
0.06%
S&P 500 VAL ETF
BSCL
0.05%
BULSHS 2021 CB
PXF
0.05%
FTSE RAFI DEV
WIP
0.05%
DB INT GVT ETF
VZ
0.05%
COM
MHK
0.05%
COM
CSX
0.05%
COM
JEC
0.05%
COM
BSCM
0.05%
BULSHS 2022 CB
QQQ
0.05%
UNIT SER 1
RFI
0.03%
COM
MHN
0.03%
COM
PRF
4.69%
FTSE RAFI 1000
SPLV
1.08%
S&P500 LOW VOL
VRP
0.58%
VAR RATE PFD POR
IWF
0.15%
RUS 1000 GRW ETF
RSP
0.15%
GUG S&P500 EQ WT
PDN
0.14%
EX US SML PORT
IWD
0.09%
RUS 1000 VAL ETF
EMB
0.08%
JP MOR EM MK ETF
XRAY
0.07%
COM
GOVT
0.07%
U.S. TRS BD ETF
PXF
0.06%
DEV MKTS EX-US
IJJ
0.06%
S&P MC 400VL ETF
BSCO
0.05%
2024 CORP BOND
IJK
0.05%
S&P MC 400GR ETF
BSCN
0.05%
2023 CORP BOND
DBEF
0.05%
XTRAK MSCI EAFE
PG
0.05%
COM
FSIC
0.04%
COM