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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 Q2 2023 · Filed April 28, 2023 · Accession 0000859872-23-000002

Total Value
$2.00B
Positions
257
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT183,544$52.9M2.65%
2PEPSICO INCPEP285,876$52.1M2.61%
3APPLE INCAAPL294,327$48.5M2.43%
4BERKSHIRE HATHAWAY INC DELBRK-A144,451$44.6M2.23%
5DISNEY WALT CO254687106429,718$43.0M2.15%
6PEPSICO INCPEP202,462$36.9M1.85%
7PALO ALTO NETWORKS INCPANW183,032$36.6M1.83%
8ALPHABET INCGOOG337,116$35.0M1.75%
9BROADCOM INCAVGO52,468$33.7M1.68%
10UNION PAC CORPUNP153,941$31.0M1.55%
11THERMO FISHER SCIENTIFIC INCTMO50,038$28.8M1.44%
12AMAZON COM INCAMZN273,366$28.2M1.41%
13UNION PAC CORPUNP138,418$27.9M1.39%
14BERKSHIRE HATHAWAY INC DELBRK-A85,592$26.4M1.32%
15LILLY ELI & COLLY76,200$26.2M1.31%
16JOHNSON & JOHNSONJNJ152,845$23.7M1.19%
17DISNEY WALT CO254687106236,311$23.7M1.18%
18SCHWAB STRATEGIC TR808524805676,405$23.5M1.18%
19SCHWAB STRATEGIC TR808524607559,156$23.4M1.17%
20HONEYWELL INTL INC438516106119,428$22.8M1.14%
21MERCK & CO INCMRK213,753$22.7M1.14%
22SELECT SECTOR SPDR TR81369Y803148,388$22.4M1.12%
23COSTCO WHSL CORP NEW22160K10544,997$22.4M1.12%
24RAYTHEON TECHNOLOGIES CORPRTX226,083$22.1M1.11%
25NXP SEMICONDUCTORS N VNXPI118,655$22.1M1.11%
26BROADCOM INCAVGO33,491$21.5M1.08%
27JPMORGAN CHASE & COVYLD163,035$21.2M1.06%
28AMERICAN TOWER CORP NEW03027X100102,460$20.9M1.05%
29PALO ALTO NETWORKS INCPANW102,984$20.6M1.03%
30SCHWAB STRATEGIC TR808524706831,517$20.4M1.02%
31UNITED PARCEL SERVICE INCUPS104,588$20.3M1.02%
32COMCAST CORP NEWCCZ525,354$19.9M1.00%
33MICROSOFT CORPMSFT69,076$19.9M1.00%
34GOLDMAN SACHS GROUP INCGSCE60,396$19.8M0.99%
35APPLE INCAAPL119,479$19.7M0.99%
36COLGATE PALMOLIVE COCL258,864$19.5M0.97%
37THERMO FISHER SCIENTIFIC INCTMO32,988$19.0M0.95%
38STRYKER CORPORATIONSYK66,033$18.9M0.94%
39JOHNSON & JOHNSONJNJ116,036$18.0M0.90%
40MONDELEZ INTL INC609207105257,504$18.0M0.90%
41STARBUCKS CORPSBUX169,629$17.7M0.88%
42PROLOGIS INC.PLDGP139,900$17.5M0.87%
43COMCAST CORP NEWCCZ459,423$17.4M0.87%
44VULCAN MATLS CO92916010999,867$17.1M0.86%
45CONSTELLATION BRANDS INCSTZ75,340$17.0M0.85%
46HOME DEPOT INCHD57,559$17.0M0.85%
47CHUBB LIMITEDCB84,870$16.5M0.82%
48ALPHABET INCGOOG154,702$16.0M0.80%
49INTUITIVE SURGICAL INCISRG62,243$15.9M0.80%
50AMERICAN EXPRESS COAXP95,891$15.8M0.79%
51INVESCO QQQ TRIVZ48,287$15.5M0.78%
52NIKE INCNKE126,356$15.5M0.78%
53ALPHABET INCGOOG145,411$15.1M0.76%
54CVS HEALTH CORPCVS201,108$14.9M0.75%
55PAYPAL HLDGS INCPYPL194,966$14.8M0.74%
56EATON CORP PLCETN85,182$14.6M0.73%
57SPDR S&P 500 ETF TRSPY35,161$14.4M0.72%
58AMAZON COM INCAMZN133,265$13.8M0.69%
59YUM BRANDS INCYUM103,015$13.6M0.68%
60RAYTHEON TECHNOLOGIES CORPRTX136,524$13.4M0.67%
61DUPONT DE NEMOURS INCDD181,834$13.1M0.65%
623M COMMM121,224$12.7M0.64%
63NXP SEMICONDUCTORS N VNXPI66,057$12.3M0.62%
64FORTIVE CORPFTV178,562$12.2M0.61%
65BROOKFIELD RENEWABLE CORPBEPC342,970$12.0M0.60%
66BROOKFIELD CORP11271J107365,713$11.9M0.60%
67MERCK & CO INCMRK105,925$11.3M0.56%
68HONEYWELL INTL INC43851610657,740$11.0M0.55%
69ABBOTT LABSABLZF107,971$10.9M0.55%
70UNITED PARCEL SERVICE INCUPS56,110$10.9M0.54%
71MASTERCARD INCORPORATEDMA29,378$10.7M0.53%
72PFIZER INCPFE258,908$10.6M0.53%
73NETFLIX INCNFLX30,482$10.5M0.53%
74VISA INCV46,260$10.4M0.52%
75ROPER TECHNOLOGIES INCROP23,627$10.4M0.52%
76GOLDMAN SACHS GROUP INCGSCE31,334$10.2M0.51%
77AMERICAN TOWER CORP NEW03027X10050,114$10.2M0.51%
78NEXTERA ENERGY PARTNERS LPNEE-PW166,442$10.1M0.51%
79DANAHER CORPORATION23585110239,691$10.0M0.50%
80MEDTRONIC PLCMDT120,463$9.7M0.49%
81PAYPAL HLDGS INCPYPL127,862$9.7M0.49%
82ILLINOIS TOOL WKS INC45230810939,676$9.7M0.48%
83SELECT SECTOR SPDR TR81369Y80361,971$9.4M0.47%
84AMERIPRISE FINL INC03076C10629,875$9.2M0.46%
85CONSTELLATION BRANDS INCSTZ40,207$9.1M0.45%
86SERVICENOW INCNOW18,782$8.7M0.44%
87COSTCO WHSL CORP NEW22160K10517,517$8.7M0.44%
88ALPHABET INCGOOG82,640$8.6M0.43%
89COLGATE PALMOLIVE COCL109,106$8.2M0.41%
90INTUITIVE SURGICAL INCISRG31,885$8.1M0.41%
91FORTIVE CORPFTV119,225$8.1M0.41%
92ARK ETF TR00214Q104201,110$8.1M0.41%
93VULCAN MATLS CO92916010947,108$8.1M0.40%
94LILLY ELI & COLLY22,395$7.7M0.38%
95JPMORGAN CHASE & COVYLD57,382$7.5M0.37%
96SNOWFLAKE INCSNOW43,733$6.7M0.34%
97MEDTRONIC PLCMDT80,995$6.5M0.33%
98NORFOLK SOUTHN CORP65584410830,659$6.5M0.33%
99CVS HEALTH CORPCVS85,508$6.4M0.32%
100FIDELITY NATL INFORMATION SV31620M106115,886$6.3M0.32%
101BROOKFIELD RENEWABLE CORPBEPC178,732$6.2M0.31%
102PROLOGIS INC.PLDGP49,617$6.2M0.31%
103SCHWAB STRATEGIC TR808524607143,143$6.0M0.30%
104SCHWAB STRATEGIC TR808524805163,980$5.7M0.29%
105PROCTER AND GAMBLE CO74271810937,000$5.5M0.28%
106SHELL PLCRYDAF92,400$5.3M0.27%
107CHUBB LIMITEDCB26,869$5.2M0.26%
108STRYKER CORPORATIONSYK17,908$5.1M0.26%
109ILLINOIS TOOL WKS INC45230810920,617$5.0M0.25%
110TJX COS INC NEW87254010961,161$4.8M0.24%
111SCHWAB STRATEGIC TR808524706194,634$4.8M0.24%
112MONDELEZ INTL INC60920710567,924$4.7M0.24%
113STARBUCKS CORPSBUX45,259$4.7M0.24%
114NIKE INCNKE38,412$4.7M0.24%
115HOME DEPOT INCHD14,892$4.4M0.22%
116ROPER TECHNOLOGIES INCROP9,705$4.3M0.21%
117NEXTERA ENERGY PARTNERS LPNEE-PW69,078$4.2M0.21%
118SCHWAB STRATEGIC TR80852420186,131$4.2M0.21%
119DUPONT DE NEMOURS INCDD57,737$4.1M0.21%
120EATON CORP PLCETN23,982$4.1M0.21%
121LOCKHEED MARTIN CORPLMT8,416$4.0M0.20%
122GLOBE LIFE INCGL-PD35,578$3.9M0.20%
123AMERICAN EXPRESS COAXP23,631$3.9M0.20%
124NETFLIX INCNFLX10,985$3.8M0.19%
125DANAHER CORPORATION23585110214,168$3.6M0.18%
126YUM BRANDS INCYUM26,500$3.5M0.18%
127SERVICENOW INCNOW6,928$3.2M0.16%
128SPDR S&P 500 ETF TRSPY7,685$3.1M0.16%
129INVESCO QQQ TRIVZ9,501$3.0M0.15%
130PFIZER INCPFE69,240$2.8M0.14%
131BERKSHIRE HATHAWAY INC DELBRK-A6$2.8M0.14%
132VISA INCV12,169$2.7M0.14%
133ZSCALER INCZS23,104$2.7M0.14%
134BROOKFIELD CORP11271J10782,102$2.7M0.13%
135SNOWFLAKE INCSNOW17,196$2.7M0.13%
136MASTERCARD INCORPORATEDMA7,224$2.6M0.13%
137ABBOTT LABSABLZF24,941$2.5M0.13%
138ALLSTATE CORPALL-PJ22,260$2.5M0.12%
139ABBVIE INCABBV15,158$2.4M0.12%
140BANK AMERICA CORP06050510470,214$2.0M0.10%
141FEDEX CORPFDX8,313$1.9M0.10%
142EXXON MOBIL CORPXOM17,193$1.9M0.09%
143BERKSHIRE HATHAWAY INC DELBRK-A4$1.9M0.09%
144PROCTER AND GAMBLE CO74271810911,791$1.8M0.09%
145FIDELITY NATL INFORMATION SV31620M10630,966$1.7M0.08%
146ARK ETF TR00214Q10441,618$1.7M0.08%
147COCA COLA COKO26,639$1.7M0.08%
148INTERNATIONAL BUSINESS MACHSINTR11,910$1.6M0.08%
149MCDONALDS CORPMCD5,514$1.5M0.08%
150BRISTOL-MYERS SQUIBB COCELG-RI22,193$1.5M0.08%
151META PLATFORMS INCMETA6,930$1.5M0.07%
152CANADIAN PAC RY LTD13645T10018,376$1.4M0.07%
153DIGITAL RLTY TR INC25386810313,300$1.3M0.07%
154ADVANCED MICRO DEVICES INCAMD12,399$1.2M0.06%
155INTERCONTINENTAL EXCHANGE IN45866F10410,874$1.1M0.06%
156PHILIP MORRIS INTL INC71817210911,518$1.1M0.06%
157AUTOMATIC DATA PROCESSING INADP4,852$1.1M0.05%
158BANK AMERICA CORP06050510436,711$1.0M0.05%
159VANECK ETF TRUST92189F6763,893$1.0M0.05%
160NEXTERA ENERGY INCNEE-PW12,740$981,9990.05%
161GILEAD SCIENCES INCGILD11,754$975,2290.05%
162ZSCALER INCZS8,145$951,5800.05%
163BANK NEW YORK MELLON CORP06405810020,217$918,6600.05%
164NOVO-NORDISK A SNONOF5,515$877,6570.04%
165ALTRIA GROUP INCMO19,202$856,7930.04%
166CHEVRON CORP NEWCVX5,196$847,7790.04%
167LOWES COS INC5486611074,161$832,0750.04%
168NOVARTIS AGNVSEF8,243$758,3560.04%
169LABORATORY CORP AMER HLDGS50540R4093,294$755,7090.04%
170SHELL PLCRYDAF12,825$737,9510.04%
171VANGUARD INDEX FDS9229083631,925$723,9350.04%
172AMPHENOL CORP NEW0320951018,828$721,4240.04%
173NORFOLK SOUTHN CORP6558441082,982$632,1840.03%
174CISCO SYS INCCSCO11,207$585,8460.03%
175QUEST DIAGNOSTICS INCDGX4,000$565,9200.03%
176CORNING INCGLW15,946$562,5750.03%
177ADOBE SYSTEMS INCORPORATEDADBE1,438$554,1620.03%
178WHITE MTNS INS GROUP LTDG9618E107391$538,5990.03%
179NVIDIA CORPORATIONNVDA1,875$520,8190.03%
180SPDR GOLD TRGLD2,651$485,7160.02%
181REGENERON PHARMACEUTICALSREGN575$472,4600.02%
182NORTHERN TR CORPNTRSO5,352$471,6720.02%
183ISHARES TR4642871505,129$464,4310.02%
184ISHARES TR4642874656,485$463,8070.02%
185ISHARES TR4642871683,925$459,9320.02%
186BIOGEN INCBIIB1,570$436,5070.02%
187BERKSHIRE HATHAWAY INC DELBRK-A1,400$432,2780.02%
188INTERNATIONAL PAPER CO46014610311,965$431,4580.02%
189QUALCOMM INCQCOM3,276$417,9520.02%
190ISHARES TR4642872001,005$412,9440.02%
191FIDELITY NATIONAL FINANCIALFNF11,661$407,3190.02%
192UNITEDHEALTH GROUP INCUNH825$389,8870.02%
193JOHNSON & JOHNSONJNJ2,500$387,5000.02%
194EXXON MOBIL CORPXOM3,524$386,4420.02%
195VERIZON COMMUNICATIONS INCVZ9,460$367,8890.02%
196WILEY JOHN & SONS INC9682232069,432$365,6790.02%
197LINDE PLCLIN1,020$362,5490.02%
198SCHLUMBERGER LTDSLB7,377$362,2110.02%
199VANGUARD INTL EQUITY INDEX F9220428588,498$343,3190.02%
200INVESCO CURRENCYSHARES EUROFXE3,400$340,6460.02%
201AIR LEASE CORPAIIR8,564$337,1650.02%
202TARGET CORPTGT2,020$334,5730.02%
203DOMINION ENERGY INCD5,983$334,5100.02%
204BAXTER INTL INC0718131098,205$332,7950.02%
205CABOT CORPCBT4,300$329,5520.02%
206GENERAL DYNAMICS CORPGD1,440$328,6220.02%
207PROSHARES TR74347B5813,650$318,1620.02%
208ISHARES TR4642876141,277$312,0090.02%
209INTEL CORPINTC9,472$309,4500.02%
210ISHARES TR4642876481,360$308,4750.02%
211SPDR INDEX SHS FDS78463X84811,888$305,8780.02%
212EVEREST RE GROUP LTDEG850$304,3170.02%
213TESLA INCTSLA1,449$300,6100.02%
214KRAFT HEINZ COKHC7,557$292,2290.01%
215HF SINCLAIR CORPDINO6,000$290,2800.01%
216AMGEN INCAMGN1,190$287,6830.01%
217VANGUARD TAX-MANAGED FDS9219438586,080$274,6340.01%
218VANGUARD SCOTTSDALE FDS92206C4093,514$267,8720.01%
219FISCALNOTE HOLDINGS INCNOTEW119,931$267,4460.01%
220IQVIA HLDGS INCIQV1,321$262,7340.01%
221ESSEX PPTY TR INC2971781051,200$250,9680.01%
222AES CORPAES10,291$247,8070.01%
223UNILEVER PLCUNLYF4,725$245,3690.01%
224VANGUARD BD INDEX FDS92203C3034,934$242,9500.01%
225SALESFORCE INCCRM1,189$237,5380.01%
226FASTENAL COFAST4,400$237,3360.01%
227AIR PRODS & CHEMS INCAIIR803$230,6300.01%
228MARSH & MCLENNAN COS INC5717481021,370$228,1740.01%
229FIRST TR EXCHANGE-TRADED FD33738D3095,000$226,2000.01%
230CDW CORPCDW1,126$219,4460.01%
231CINTAS CORPCTAS472$218,3850.01%
232ROBERT HALF INTL INCRHI2,688$216,5720.01%
233META PLATFORMS INCMETA1,020$216,1790.01%
234GSK PLCGLAXF6,021$214,2270.01%
235VANGUARD SPECIALIZED FUNDS9219088441,375$211,7640.01%
236OCCIDENTAL PETE CORP6745991053,311$206,7060.01%
237ISHARES TR46432F3391,658$205,7000.01%
238AMERICAN TOWER CORP NEW03027X1001,000$204,3400.01%
239ISHARES TR4642875561,571$202,9100.01%
240ACTIVISION BLIZZARD INC00507V1092,364$202,3350.01%
241WALMART INCWMT1,361$200,6790.01%
242PALANTIR TECHNOLOGIES INCPLTR22,178$187,4040.01%
243HONEYWELL INTL INC438516106900$172,0080.01%
244F N B CORP30252010114,452$167,6430.01%
245UNION PAC CORPUNP800$161,0080.01%
246ALPHABET INCGOOG1,200$124,8000.01%
247ALPHABET INCGOOG1,200$124,4760.01%
248ABBOTT LABSABLZF1,000$101,2600.01%
249BROADCOM INCAVGO125$80,1930.00%
250PALANTIR TECHNOLOGIES INCPLTR8,430$71,2340.00%
251DISNEY WALT CO254687106600$60,0780.00%
252NXP SEMICONDUCTORS N VNXPI300$55,9430.00%
2533M COMMM436$45,8280.00%
254COLGATE PALMOLIVE COCL300$22,5450.00%
255INTEL CORPINTC563$18,3930.00%
256INTERNATIONAL PAPER CO460146103500$18,0300.00%
257APPLE INCAAPL100$16,4900.00%