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  Name: Klingman & Associates LLC
  City: New York
  State: NY
  Zip: 10036
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,389,829,000
  Total Value Change : $77,612,000
  Securities Held Change : 12
   
All Securities Held : 235
  New Positions : 13
  Closed Positions : 1
  Increased Positions : 86
  Unchanged Positions : 63
  Decreased Positions : 73

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 124 New $61.67 $557,000 8,977 0.04% 557,000 8,977 0.006    Closed - End Fund - Debt
   (CAT)1 Year Chart         CAT Caterpillar Inc 213 New $351.78 $237,000 648 0.02% 237,000 648 0    Farm & Construction M...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 215 New $128.66 $230,000 1,792 0.02% 230,000 1,792 0    Drug Manufacturers - ...
   (GBX)1 Year Chart         GBX Greenbrier Companies Inc 216 New $53.32 $229,000 4,400 0.02% 229,000 4,400 0.013    Railroads
   (PH)1 Year Chart         PH Parker Hannifin Corp 218 New $560.69 $226,000 407 0.02% 226,000 407 0    Industrial Equipment ...
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 220 New $66.80 $212,000 2,895 0.02% 212,000 2,895 0.001    Business Software & S...
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 221 New $0.00 $210,000 1,826 0.02% 210,000 1,826 0    N/A
   (GLW)1 Year Chart         GLW Corning Inc 222 New $34.20 $209,000 6,333 0.02% 209,000 6,333 0.001    Communication Equipment
   (MS)1 Year Chart         MS Morgan Stanley 223 New $98.11 $208,000 2,206 0.01% 208,000 2,206 0    Investment Brokerage ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 224 New $372.63 $203,000 508 0.01% 203,000 508 0    Medical Appliances & ...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 226 New $185.32 $200,000 1,150 0.01% 200,000 1,150 0    Semiconductor- Broad...
   (PHAT)1 Year Chart         PHAT Phathom Pharmaceuticals, Inc. 230 New $0.00 $110,000 10,376 0.01% 110,000 10,376 0.018    N/A
   (GRTS)1 Year Chart         GRTS Gritstone Oncology, Inc. 231 New $0.97 $89,000 34,786 0.01% 89,000 34,786 0.051    N/A
      13 Records Found
  1    
Page 1 of 1
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