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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

KLINGENSTEIN FIELDS & CO LP

Quarter ended Q1 2023 · Filed February 2, 2023 · Accession 0000859872-23-000001

Total Value
$1.93B
Positions
265
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1PEPSICO INCPEP285,876$51.6M2.68%
2BERKSHIRE HATHAWAY INC DELBRK-A146,905$45.4M2.36%
3MICROSOFT CORPMSFT185,315$44.4M2.31%
4APPLE INCAAPL295,734$38.4M1.99%
5PEPSICO INCPEP209,807$37.9M1.97%
6DISNEY WALT CO254687106429,718$37.3M1.94%
7UNION PAC CORPUNP153,941$31.9M1.65%
8BROADCOM INCAVGO54,220$30.3M1.57%
9ALPHABET INCGOOG341,194$30.1M1.56%
10UNION PAC CORPUNP140,373$29.1M1.51%
11THERMO FISHER SCIENTIFIC INCTMO51,111$28.1M1.46%
12LILLY ELI & COLLY76,200$27.9M1.45%
13JOHNSON & JOHNSONJNJ156,462$27.6M1.43%
14BERKSHIRE HATHAWAY INC DELBRK-A85,592$26.4M1.37%
15PALO ALTO NETWORKS INCPANW187,996$26.2M1.36%
16HONEYWELL INTL INC438516106121,546$26.0M1.35%
17MERCK & CO INCMRK217,627$24.1M1.25%
18RAYTHEON TECHNOLOGIES CORPRTX233,796$23.6M1.22%
19SCHWAB STRATEGIC TR808524607577,436$23.4M1.21%
20SCHWAB STRATEGIC TR808524805698,585$22.5M1.17%
21SPDR S&P 500 ETF TRSPY58,540$22.4M1.16%
22JPMORGAN CHASE & COVYLD165,659$22.2M1.15%
23AMERICAN TOWER CORP NEW03027X100104,360$22.1M1.15%
24AMAZON COM INCAMZN261,134$21.9M1.14%
25GOLDMAN SACHS GROUP INCGSCE60,734$20.9M1.08%
26DISNEY WALT CO254687106239,162$20.8M1.08%
27COSTCO WHSL CORP NEW22160K10545,468$20.8M1.08%
28COLGATE PALMOLIVE COCL260,975$20.6M1.07%
29JOHNSON & JOHNSONJNJ116,036$20.5M1.06%
30SCHWAB STRATEGIC TR808524706849,638$20.1M1.04%
31SELECT SECTOR SPDR TR81369Y803156,044$19.4M1.01%
32NXP SEMICONDUCTORS N VNXPI119,979$19.0M0.98%
33CVS HEALTH CORPCVS202,492$18.9M0.98%
34BROADCOM INCAVGO33,491$18.7M0.97%
35CHUBB LIMITEDCB84,489$18.6M0.97%
36UNITED PARCEL SERVICE INCUPS106,828$18.6M0.96%
37COMCAST CORP NEWCCZ525,354$18.4M0.95%
38HOME DEPOT INCHD58,053$18.3M0.95%
39THERMO FISHER SCIENTIFIC INCTMO32,988$18.2M0.94%
40VULCAN MATLS CO929160109100,891$17.7M0.92%
41CONSTELLATION BRANDS INCSTZ76,081$17.6M0.92%
42MONDELEZ INTL INC609207105263,585$17.6M0.91%
43STARBUCKS CORPSBUX172,845$17.1M0.89%
44INTUITIVE SURGICAL INCISRG62,625$16.6M0.86%
45MICROSOFT CORPMSFT69,076$16.6M0.86%
46STRYKER CORPORATIONSYK66,867$16.3M0.85%
47COMCAST CORP NEWCCZ461,036$16.1M0.84%
48PROLOGIS INC.PLDGP141,247$15.9M0.83%
49APPLE INCAAPL119,479$15.5M0.81%
50NIKE INCNKE127,360$14.9M0.77%
513M COMMM122,148$14.6M0.76%
52PALO ALTO NETWORKS INCPANW102,984$14.4M0.75%
53AMERICAN EXPRESS COAXP96,091$14.2M0.74%
54PAYPAL HLDGS INCPYPL193,850$13.8M0.72%
55RAYTHEON TECHNOLOGIES CORPRTX136,524$13.8M0.72%
56ALPHABET INCGOOG154,702$13.6M0.71%
57EATON CORP PLCETN86,313$13.5M0.70%
58PFIZER INCPFE258,114$13.2M0.69%
59ALPHABET INCGOOG148,740$13.2M0.69%
60YUM BRANDS INCYUM103,015$13.2M0.68%
61INVESCO QQQ TRIVZ49,460$13.2M0.68%
62DUPONT DE NEMOURS INCDD191,265$13.1M0.68%
63HONEYWELL INTL INC43851610657,740$12.4M0.64%
64MERCK & CO INCMRK105,925$11.8M0.61%
65ABBOTT LABSABLZF106,614$11.7M0.61%
66NEXTERA ENERGY PARTNERS LPNEE-PW166,670$11.7M0.61%
67FORTIVE CORPFTV179,401$11.5M0.60%
68BROOKFIELD CORP11271J107362,250$11.4M0.59%
69AMAZON COM INCAMZN129,006$10.8M0.56%
70GOLDMAN SACHS GROUP INCGSCE31,334$10.8M0.56%
71DANAHER CORPORATION23585110240,290$10.7M0.56%
72AMERICAN TOWER CORP NEW03027X10050,114$10.6M0.55%
73NXP SEMICONDUCTORS N VNXPI66,057$10.4M0.54%
74MASTERCARD INCORPORATEDMA29,654$10.3M0.54%
75UNITED PARCEL SERVICE INCUPS56,110$9.8M0.51%
76VISA INCV46,823$9.7M0.51%
77MEDTRONIC PLCMDT122,352$9.5M0.49%
78BROOKFIELD RENEWABLE CORPBEPC341,208$9.4M0.49%
79CONSTELLATION BRANDS INCSTZ40,207$9.3M0.48%
80AMERIPRISE FINL INC03076C10629,875$9.3M0.48%
81PAYPAL HLDGS INCPYPL127,862$9.1M0.47%
82NETFLIX INCNFLX30,079$8.9M0.46%
83ILLINOIS TOOL WKS INC45230810939,886$8.8M0.46%
84SPDR S&P 500 ETF TRSPY22,663$8.7M0.45%
85COLGATE PALMOLIVE COCL109,106$8.6M0.45%
86LILLY ELI & COLLY23,312$8.5M0.44%
87INTUITIVE SURGICAL INCISRG31,885$8.5M0.44%
88VULCAN MATLS CO92916010947,108$8.2M0.43%
89META PLATFORMS INCMETA67,926$8.2M0.42%
90COSTCO WHSL CORP NEW22160K10517,517$8.0M0.42%
91CVS HEALTH CORPCVS85,508$8.0M0.41%
92SELECT SECTOR SPDR TR81369Y80362,302$7.8M0.40%
93JPMORGAN CHASE & COVYLD57,382$7.7M0.40%
94FORTIVE CORPFTV119,225$7.7M0.40%
95NORFOLK SOUTHN CORP65584410830,659$7.6M0.39%
96ALPHABET INCGOOG82,640$7.3M0.38%
97SERVICENOW INCNOW18,380$7.1M0.37%
98MEDTRONIC PLCMDT80,995$6.3M0.33%
99CHUBB LIMITEDCB26,869$5.9M0.31%
100META PLATFORMS INCMETA48,973$5.9M0.31%
101SCHWAB STRATEGIC TR808524607143,143$5.8M0.30%
102TJX COS INC NEW87254010970,844$5.6M0.29%
103PROCTER AND GAMBLE CO74271810937,000$5.6M0.29%
104PROLOGIS INC.PLDGP49,617$5.6M0.29%
105SCHWAB STRATEGIC TR808524805163,980$5.3M0.27%
106SHELL PLCRYDAF92,400$5.3M0.27%
107BROOKFIELD RENEWABLE CORPBEPC178,732$4.9M0.26%
108NEXTERA ENERGY PARTNERS LPNEE-PW69,078$4.8M0.25%
109FIDELITY NATL INFORMATION SV31620M10671,191$4.8M0.25%
110ILLINOIS TOOL WKS INC45230810921,666$4.8M0.25%
111HOME DEPOT INCHD14,892$4.7M0.24%
112SCHWAB STRATEGIC TR808524706194,634$4.6M0.24%
113MONDELEZ INTL INC60920710567,924$4.5M0.24%
114NIKE INCNKE38,412$4.5M0.23%
115STARBUCKS CORPSBUX45,259$4.5M0.23%
116STRYKER CORPORATIONSYK17,908$4.4M0.23%
117GLOBE LIFE INCGL-PD35,578$4.3M0.22%
118LOCKHEED MARTIN CORPLMT8,535$4.2M0.22%
119YUM BRANDS INCYUM31,597$4.0M0.21%
120DUPONT DE NEMOURS INCDD57,737$4.0M0.21%
121SCHWAB STRATEGIC TR80852420186,061$3.9M0.20%
122EATON CORP PLCETN23,982$3.8M0.20%
123DANAHER CORPORATION23585110214,168$3.8M0.20%
124AMERICAN EXPRESS COAXP24,332$3.6M0.19%
125PFIZER INCPFE69,240$3.5M0.18%
126NETFLIX INCNFLX10,985$3.2M0.17%
127SNOWFLAKE INCSNOW21,740$3.1M0.16%
128ALLSTATE CORPALL-PJ22,270$3.0M0.16%
129ARK ETF TR00214Q10493,625$2.9M0.15%
130BERKSHIRE HATHAWAY INC DELBRK-A6$2.8M0.15%
131ABBOTT LABSABLZF24,941$2.7M0.14%
132SERVICENOW INCNOW6,928$2.7M0.14%
133BROOKFIELD CORP11271J10782,102$2.6M0.13%
134INVESCO QQQ TRIVZ9,501$2.5M0.13%
135VISA INCV12,169$2.5M0.13%
136MASTERCARD INCORPORATEDMA7,224$2.5M0.13%
137ABBVIE INCABBV15,457$2.5M0.13%
138BANK AMERICA CORP06050510470,214$2.3M0.12%
139ZSCALER INCZS20,766$2.3M0.12%
140PALANTIR TECHNOLOGIES INCPLTR354,047$2.3M0.12%
141BERKSHIRE HATHAWAY INC DELBRK-A4$1.9M0.10%
142EXXON MOBIL CORPXOM16,917$1.9M0.10%
143PROCTER AND GAMBLE CO74271810912,188$1.8M0.10%
144COCA COLA COKO27,924$1.8M0.09%
145INTERNATIONAL BUSINESS MACHSINTR12,360$1.7M0.09%
146CANADIAN PAC RY LTD13645T10022,909$1.7M0.09%
147FEDEX CORPFDX9,787$1.7M0.09%
148BRISTOL-MYERS SQUIBB COCELG-RI22,706$1.6M0.08%
149MCDONALDS CORPMCD5,634$1.5M0.08%
150DIGITAL RLTY TR INC25386810313,343$1.3M0.07%
151INTERCONTINENTAL EXCHANGE IN45866F10412,324$1.3M0.07%
152BANK AMERICA CORP06050510437,461$1.2M0.06%
153SCHLUMBERGER LTDSLB22,819$1.2M0.06%
154COINBASE GLOBAL INCCOIN34,087$1.2M0.06%
155PHILIP MORRIS INTL INC71817210911,899$1.2M0.06%
156AUTOMATIC DATA PROCESSING INADP4,852$1.2M0.06%
157NEXTERA ENERGY INCNEE-PW12,374$1.0M0.05%
158GILEAD SCIENCES INCGILD11,754$1.0M0.05%
159ALTRIA GROUP INCMO20,456$935,0440.05%
160BANK NEW YORK MELLON CORP06405810020,217$920,2780.05%
161ZSCALER INCZS8,145$911,4260.05%
162CHEVRON CORP NEWCVX4,916$882,3730.05%
163NOVARTIS AGNVSEF9,228$837,1640.04%
164LOWES COS INC5486611074,161$829,0380.04%
165ADVANCED MICRO DEVICES INCAMD12,399$803,0830.04%
166NORFOLK SOUTHN CORP6558441083,217$792,7330.04%
167VANECK ETF TRUST92189F6763,893$790,0450.04%
168CISCO SYS INCCSCO16,318$777,3900.04%
169LABORATORY CORP AMER HLDGS50540R4093,294$775,6710.04%
170NOVO-NORDISK A SNONOF5,615$759,9340.04%
171SHELL PLCRYDAF12,982$739,3250.04%
172DOMINION ENERGY INCD11,040$676,9730.04%
173VANGUARD INDEX FDS9229083631,925$676,3300.04%
174ESSEX PPTY TR INC2971781053,191$676,2370.04%
175AMPHENOL CORP NEW0320951018,828$672,1640.03%
176QUEST DIAGNOSTICS INCDGX4,000$625,7600.03%
177JOHNSON & JOHNSONJNJ3,500$618,2750.03%
178WHITE MTNS INS GROUP LTDG9618E107391$553,0030.03%
179ADOBE SYSTEMS INCORPORATEDADBE1,615$543,4960.03%
180NORTHERN TR CORPNTRSO6,000$530,9400.03%
181UDR INCUDR13,701$530,6400.03%
182CORNING INCGLW15,946$509,3150.03%
183SVB FINANCIAL GROUP78486Q1012,100$483,2940.03%
184ISHARES TR4642871683,925$473,3550.02%
185ISHARES TR4642874657,190$471,9520.02%
186SPDR GOLD TRGLD2,651$449,7160.02%
187ISHARES TR4642871505,229$443,4190.02%
188GENERAL DYNAMICS CORPGD1,775$440,3950.02%
189FIDELITY NATIONAL FINANCIALFNF11,661$438,6870.02%
190UNITEDHEALTH GROUP INCUNH825$437,3990.02%
191BIOGEN INCBIIB1,570$434,7640.02%
192BERKSHIRE HATHAWAY INC DELBRK-A1,400$432,4600.02%
193BAXTER INTL INC0718131098,205$418,2090.02%
194REGENERON PHARMACEUTICALSREGN575$414,8570.02%
195INTERNATIONAL PAPER CO46014610311,965$414,3480.02%
196ISHARES TR4642872001,023$393,0100.02%
197EXXON MOBIL CORPXOM3,524$388,6970.02%
198WILEY JOHN & SONS INC9682232069,432$377,8460.02%
199VERIZON COMMUNICATIONS INCVZ9,289$365,9870.02%
200QUALCOMM INCQCOM3,276$360,1630.02%
201VANGUARD INTL EQUITY INDEX F9220428589,190$358,2260.02%
202UNILEVER PLCUNLYF6,920$348,4220.02%
203ELME COMMUNITIESELME19,263$342,8810.02%
204INVESCO CURRENCYSHARES EUROFXE3,400$335,9200.02%
205LINDE PLCLIN1,020$332,7040.02%
206AIR LEASE CORPAIIR8,564$329,0290.02%
207ISHARES TR4642876141,527$327,1440.02%
208EMERSON ELEC COEMR3,340$320,8400.02%
209INVESCO EXCHANGE TRADED FD TIVZ21,700$312,4800.02%
210HF SINCLAIR CORPDINO6,000$311,3400.02%
211INTEL CORPINTC11,646$307,8040.02%
212KRAFT HEINZ COKHC7,557$307,6450.02%
213TARGET CORPTGT2,020$301,0610.02%
214SCHWAB CHARLES CORPSCHW-PJ3,615$300,9850.02%
215AES CORPAES10,335$297,2350.02%
216PROSHARES TR74347B5813,675$297,0950.02%
217ISHARES TR4642876481,360$291,7470.02%
218AMGEN INCAMGN1,102$289,4290.02%
219CABOT CORPCBT4,300$287,4120.01%
220SPDR INDEX SHS FDS78463X84811,888$286,0250.01%
221EVEREST RE GROUP LTDEG850$281,5800.01%
222IQVIA HLDGS INCIQV1,321$270,6600.01%
223PNC FINL SVCS GROUP INC6934751051,703$268,9720.01%
224VANGUARD SCOTTSDALE FDS92206C4093,514$264,2180.01%
225NVIDIA CORPORATIONNVDA1,747$255,3070.01%
226VANGUARD TAX-MANAGED FDS9219438586,080$255,1780.01%
227AIR PRODS & CHEMS INCAIIR826$254,6230.01%
228CITIZENS FINL GROUP INCCIA6,334$249,3700.01%
229BLACKROCK INCBLK346$245,1860.01%
230GSK PLCGLAXF6,920$243,1690.01%
231VANGUARD BD INDEX FDS92203C3034,934$241,7660.01%
232WALMART INCWMT1,661$235,5130.01%
233ROYAL BK CDA SUSTAINABL7800871022,495$234,5800.01%
234CINTAS CORPCTAS502$226,7130.01%
235MARSH & MCLENNAN COS INC5717481021,370$226,7080.01%
236FIRST TR EXCHANGE-TRADED FD33738D3095,000$222,9500.01%
237ISHARES TR4642875561,671$219,3860.01%
238WELLS FARGO CO NEW9497461015,295$218,6270.01%
239ISHARES TR4642876551,235$215,3690.01%
240AMERICAN TOWER CORP NEW03027X1001,000$211,8600.01%
241VANGUARD SPECIALIZED FUNDS9219088441,390$211,0720.01%
242FASTENAL COFAST4,400$208,2080.01%
243PIONEER NAT RES CO723787107889$203,0390.01%
244WESBANCO INCWSBCO5,490$203,0200.01%
245OCCIDENTAL PETE CORP6745991053,200$201,5680.01%
246CDW CORPCDW1,126$201,0810.01%
247HONEYWELL INTL INC438516106900$192,8700.01%
248F N B CORP30252010114,452$188,5990.01%
249UNION PAC CORPUNP800$165,6560.01%
250ABBOTT LABSABLZF1,000$109,7900.01%
251ALPHABET INCGOOG1,200$106,4760.01%
252ALPHABET INCGOOG1,200$105,8760.01%
253BROADCOM INCAVGO125$69,8910.00%
254PALANTIR TECHNOLOGIES INCPLTR9,013$57,8630.00%
2553M COMMM436$52,2850.00%
256DISNEY WALT CO254687106600$52,1280.00%
257NXP SEMICONDUCTORS N VNXPI300$47,4090.00%
258FIDELITY NATL INFORMATION SV31620M106617$41,8630.00%
259SNOWFLAKE INCSNOW247$35,4540.00%
260COLGATE PALMOLIVE COCL300$23,6370.00%
261INTERNATIONAL PAPER CO460146103500$17,3150.00%
262INTEL CORPINTC563$14,8800.00%
263APPLE INCAAPL100$12,9930.00%
264COINBASE GLOBAL INCCOIN153$5,4150.00%
265ARK ETF TR00214Q104124$3,8740.00%