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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 Q3 2023 · Filed August 1, 2023 · Accession 0000859872-23-000003

Total Value
$2.16B
Positions
259
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT180,264$61.4M2.84%
2APPLE INCAAPL292,335$56.7M2.62%
3PEPSICO INCPEP284,600$52.7M2.44%
4BERKSHIRE HATHAWAY INC DELBRK-A144,103$49.1M2.27%
5PALO ALTO NETWORKS INCPANW176,128$45.0M2.08%
6BROADCOM INCAVGO50,855$44.1M2.04%
7ALPHABET INCGOOG329,745$39.5M1.82%
8DISNEY WALT CO254687106428,378$38.2M1.77%
9PEPSICO INCPEP200,676$37.2M1.72%
10AMAZON COM INCAMZN276,796$36.1M1.67%
11LILLY ELI & COLLY76,200$35.7M1.65%
12UNION PAC CORPUNP153,045$31.3M1.45%
13BERKSHIRE HATHAWAY INC DELBRK-A84,918$29.0M1.34%
14BROADCOM INCAVGO33,153$28.8M1.33%
15UNION PAC CORPUNP136,123$27.9M1.29%
16PALO ALTO NETWORKS INCPANW101,987$26.1M1.20%
17THERMO FISHER SCIENTIFIC INCTMO49,459$25.8M1.19%
18JOHNSON & JOHNSONJNJ150,186$24.9M1.15%
19SCHWAB STRATEGIC TR808524607562,754$24.6M1.14%
20HONEYWELL INTL INC438516106118,401$24.6M1.14%
21MERCK & CO INCMRK211,554$24.4M1.13%
22SCHWAB STRATEGIC TR808524805684,646$24.4M1.13%
23SELECT SECTOR SPDR TR81369Y803139,963$24.3M1.12%
24NXP SEMICONDUCTORS N VNXPI117,539$24.1M1.11%
25COSTCO WHSL CORP NEW22160K10544,299$23.8M1.10%
26JPMORGAN CHASE & COVYLD161,956$23.6M1.09%
27MICROSOFT CORPMSFT68,577$23.4M1.08%
28APPLE INCAAPL118,477$23.0M1.06%
29VULCAN MATLS CO92916010997,214$21.9M1.01%
30COMCAST CORP NEWCCZ524,068$21.8M1.01%
31RAYTHEON TECHNOLOGIES CORPRTX217,523$21.3M0.98%
32INTUITIVE SURGICAL INCISRG61,988$21.2M0.98%
33SCHWAB STRATEGIC TR808524706849,840$20.9M0.97%
34DISNEY WALT CO254687106234,335$20.9M0.97%
35STRYKER CORPORATIONSYK65,720$20.1M0.93%
36AMERICAN TOWER CORP NEW03027X100101,948$19.8M0.91%
37COLGATE PALMOLIVE COCL256,489$19.8M0.91%
38GOLDMAN SACHS GROUP INCGSCE59,949$19.3M0.89%
39JOHNSON & JOHNSONJNJ115,173$19.1M0.88%
40COMCAST CORP NEWCCZ450,154$18.7M0.86%
41MONDELEZ INTL INC609207105256,182$18.7M0.86%
42UNITED PARCEL SERVICE INCUPS102,956$18.5M0.85%
43ALPHABET INCGOOG153,111$18.3M0.85%
44CONSTELLATION BRANDS INCSTZ74,424$18.3M0.85%
45INVESCO QQQ TRIVZ48,682$18.0M0.83%
46HOME DEPOT INCHD57,433$17.8M0.82%
47ALPHABET INCGOOG144,989$17.5M0.81%
48AMAZON COM INCAMZN132,245$17.2M0.80%
49THERMO FISHER SCIENTIFIC INCTMO32,796$17.1M0.79%
50PROLOGIS INC.PLDGP139,438$17.1M0.79%
51EATON CORP PLCETN84,909$17.1M0.79%
52STARBUCKS CORPSBUX168,361$16.7M0.77%
53AMERICAN EXPRESS COAXP94,197$16.4M0.76%
54CHUBB LIMITEDCB83,830$16.1M0.75%
55SPDR S&P 500 ETF TRSPY34,959$15.5M0.72%
56YUM BRANDS INCYUM103,015$14.3M0.66%
57CVS HEALTH CORPCVS202,378$14.0M0.65%
58NIKE INCNKE126,681$14.0M0.65%
59NXP SEMICONDUCTORS N VNXPI65,631$13.4M0.62%
60FORTIVE CORPFTV178,634$13.4M0.62%
61NETFLIX INCNFLX30,264$13.3M0.62%
62RAYTHEON TECHNOLOGIES CORPRTX135,468$13.3M0.61%
63PAYPAL HLDGS INCPYPL197,568$13.2M0.61%
64DUPONT DE NEMOURS INCDD184,181$13.2M0.61%
65ACCENTURE PLC IRELANDACN40,940$12.6M0.58%
66BROOKFIELD CORP11271J107371,817$12.5M0.58%
67ROPER TECHNOLOGIES INCROP25,592$12.3M0.57%
68MERCK & CO INCMRK104,440$12.1M0.56%
693M COMMM119,781$12.0M0.55%
70HONEYWELL INTL INC43851610657,166$11.9M0.55%
71ABBOTT LABSABLZF105,807$11.5M0.53%
72MASTERCARD INCORPORATEDMA27,964$11.0M0.51%
73BROOKFIELD RENEWABLE CORPBEPC344,584$10.9M0.50%
74INTUITIVE SURGICAL INCISRG31,635$10.8M0.50%
75SERVICENOW INCNOW19,108$10.7M0.50%
76SELECT SECTOR SPDR TR81369Y80361,117$10.6M0.49%
77MEDTRONIC PLCMDT119,804$10.6M0.49%
78VULCAN MATLS CO92916010946,734$10.5M0.49%
79VISA INCV44,129$10.5M0.48%
80LILLY ELI & COLLY21,562$10.1M0.47%
81GOLDMAN SACHS GROUP INCGSCE31,124$10.0M0.46%
82UNITED PARCEL SERVICE INCUPS55,741$10.0M0.46%
83ALPHABET INCGOOG82,220$9.9M0.46%
84AMERIPRISE FINL INC03076C10629,875$9.9M0.46%
85CONSTELLATION BRANDS INCSTZ39,769$9.8M0.45%
86NEXTERA ENERGY PARTNERS LPNEE-PW166,625$9.8M0.45%
87AMERICAN TOWER CORP NEW03027X10049,651$9.6M0.45%
88ZSCALER INCZS65,773$9.6M0.44%
89ILLINOIS TOOL WKS INC45230810937,967$9.5M0.44%
90DANAHER CORPORATION23585110239,544$9.5M0.44%
91ARK ETF TR00214Q104214,465$9.5M0.44%
92COSTCO WHSL CORP NEW22160K10517,382$9.4M0.43%
93PFIZER INCPFE254,325$9.3M0.43%
94FORTIVE CORPFTV118,156$8.8M0.41%
95PAYPAL HLDGS INCPYPL127,485$8.5M0.39%
96JPMORGAN CHASE & COVYLD57,078$8.3M0.38%
97COLGATE PALMOLIVE COCL105,610$8.1M0.38%
98SNOWFLAKE INCSNOW45,856$8.1M0.37%
99MEDTRONIC PLCMDT79,845$7.0M0.33%
100FIDELITY NATL INFORMATION SV31620M106128,525$7.0M0.32%
101NORFOLK SOUTHN CORP65584410830,659$7.0M0.32%
102SCHWAB STRATEGIC TR808524607144,931$6.3M0.29%
103PROLOGIS INC.PLDGP49,157$6.0M0.28%
104SCHWAB STRATEGIC TR808524805166,057$5.9M0.27%
105CVS HEALTH CORPCVS85,508$5.9M0.27%
106BROOKFIELD RENEWABLE CORPBEPC178,229$5.6M0.26%
107PROCTER AND GAMBLE CO74271810937,000$5.6M0.26%
108SHELL PLCRYDAF92,400$5.6M0.26%
109STRYKER CORPORATIONSYK17,865$5.5M0.25%
110CHUBB LIMITEDCB26,862$5.2M0.24%
111ILLINOIS TOOL WKS INC45230810920,146$5.0M0.23%
112MONDELEZ INTL INC60920710567,475$4.9M0.23%
113SCHWAB STRATEGIC TR808524706197,762$4.9M0.23%
114ACCENTURE PLC IRELANDACN15,761$4.9M0.22%
115EATON CORP PLCETN24,021$4.8M0.22%
116NETFLIX INCNFLX10,953$4.8M0.22%
117ROPER TECHNOLOGIES INCROP9,829$4.7M0.22%
118HOME DEPOT INCHD14,839$4.6M0.21%
119SCHWAB STRATEGIC TR80852420185,109$4.5M0.21%
120STARBUCKS CORPSBUX44,968$4.5M0.21%
121TJX COS INC NEW87254010951,941$4.4M0.20%
122NIKE INCNKE38,325$4.2M0.20%
123DUPONT DE NEMOURS INCDD57,996$4.1M0.19%
124NEXTERA ENERGY PARTNERS LPNEE-PW68,824$4.0M0.19%
125AMERICAN EXPRESS COAXP22,564$3.9M0.18%
126SERVICENOW INCNOW6,952$3.9M0.18%
127GLOBE LIFE INCGL-PD35,578$3.9M0.18%
128LOCKHEED MARTIN CORPLMT8,110$3.7M0.17%
129ZSCALER INCZS25,184$3.7M0.17%
130INVESCO QQQ TRIVZ9,617$3.6M0.16%
131YUM BRANDS INCYUM25,232$3.5M0.16%
132DANAHER CORPORATION23585110214,185$3.4M0.16%
133SPDR S&P 500 ETF TRSPY7,037$3.1M0.14%
134BERKSHIRE HATHAWAY INC DELBRK-A6$3.1M0.14%
135SNOWFLAKE INCSNOW17,153$3.0M0.14%
136VISA INCV12,169$2.9M0.13%
137MASTERCARD INCORPORATEDMA7,272$2.9M0.13%
138BROOKFIELD CORP11271J10782,252$2.8M0.13%
139ABBOTT LABSABLZF25,025$2.7M0.13%
140PFIZER INCPFE68,728$2.5M0.12%
141ALLSTATE CORPALL-PJ22,095$2.4M0.11%
142BERKSHIRE HATHAWAY INC DELBRK-A4$2.1M0.10%
143ABBVIE INCABBV15,073$2.0M0.09%
144BANK AMERICA CORP06050510470,214$2.0M0.09%
145META PLATFORMS INCMETA6,893$2.0M0.09%
146ARK ETF TR00214Q10442,677$1.9M0.09%
147EXXON MOBIL CORPXOM17,096$1.8M0.08%
148FIDELITY NATL INFORMATION SV31620M10631,642$1.7M0.08%
149MCDONALDS CORPMCD5,504$1.6M0.08%
150PROCTER AND GAMBLE CO74271810910,810$1.6M0.08%
151FEDEX CORPFDX6,390$1.6M0.07%
152INTERNATIONAL BUSINESS MACHSINTR11,830$1.6M0.07%
153COCA COLA COKO25,346$1.5M0.07%
154CANADIAN PACIFIC KANSAS CITYCP18,376$1.5M0.07%
155BRISTOL-MYERS SQUIBB COCELG-RI22,193$1.4M0.07%
156VANECK ETF TRUST92189F6767,786$1.2M0.05%
157PHILIP MORRIS INTL INC71817210911,529$1.1M0.05%
158BANK AMERICA CORP06050510437,265$1.1M0.05%
159AUTOMATIC DATA PROCESSING INADP4,856$1.1M0.05%
160VANGUARD BD INDEX FDS92203C30320,420$1.0M0.05%
161NEXTERA ENERGY INCNEE-PW12,756$946,4950.04%
162LOWES COS INC5486611074,166$940,2660.04%
163GILEAD SCIENCES INCGILD11,767$906,8830.04%
164BANK NEW YORK MELLON CORP06405810020,197$899,1700.04%
165NOVO-NORDISK A SNONOF5,503$890,5500.04%
166DIGITAL RLTY TR INC2538681037,655$871,6750.04%
167ALTRIA GROUP INCMO18,602$842,6710.04%
168NOVARTIS AGNVSEF8,243$831,8010.04%
169CHEVRON CORP NEWCVX5,210$819,7940.04%
170LABORATORY CORP AMER HLDGS50540R4093,274$790,1140.04%
171VANGUARD INDEX FDS9229083631,925$784,0140.04%
172AMPHENOL CORP NEW0320951018,828$749,9390.03%
173NVIDIA CORPORATIONNVDA1,770$748,7450.03%
174SHELL PLCRYDAF11,188$675,5310.03%
175ISHARES TR4642874659,165$664,4630.03%
176NORFOLK SOUTHN CORP6558441082,917$661,4590.03%
177ISHARES TR4642872001,477$658,1340.03%
178QUEST DIAGNOSTICS INCDGX4,000$562,2400.03%
179ISHARES TR4642871505,722$559,8400.03%
180CORNING INCGLW15,946$558,7480.03%
181WHITE MTNS INS GROUP LTDG9618E107391$543,0640.03%
182BIOGEN INCBIIB1,825$519,8510.02%
183SPDR GOLD TRGLD2,691$479,7250.02%
184BERKSHIRE HATHAWAY INC DELBRK-A1,400$477,4000.02%
185ISHARES TR4642871683,925$444,7030.02%
186FISCALNOTE HOLDINGS INCNOTEW119,931$436,5490.02%
187INTERCONTINENTAL EXCHANGE IN45866F1043,810$430,8350.02%
188FIDELITY NATIONAL FINANCIALFNF11,661$419,7960.02%
189TESLA INCTSLA1,599$418,5700.02%
190REGENERON PHARMACEUTICALSREGN576$413,8790.02%
191JOHNSON & JOHNSONJNJ2,500$413,8000.02%
192UNITEDHEALTH GROUP INCUNH835$401,3340.02%
193NORTHERN TR CORPNTRSO5,352$396,7970.02%
194LINDE PLCLIN1,024$390,2260.02%
195INTERNATIONAL PAPER CO46014610311,965$380,6070.02%
196EXXON MOBIL CORPXOM3,524$377,9490.02%
197BAXTER INTL INC0718131098,005$364,7080.02%
198QUALCOMM INCQCOM3,039$361,7630.02%
199ISHARES TR4642876141,257$345,9010.02%
200VANGUARD INTL EQUITY INDEX F9220428588,498$345,6990.02%
201INVESCO CURRENCYSHARES EUROFXE3,400$342,7540.02%
202ADVANCED MICRO DEVICES INCAMD3,006$342,4130.02%
203PROSHARES TR74347B5813,500$332,3410.02%
204ISHARES TR4642876481,360$330,0180.02%
205WILEY JOHN & SONS INC9682232069,432$320,9710.01%
206SPDR INDEX SHS FDS78463X84811,888$310,6330.01%
207DOMINION ENERGY INCD5,928$307,0110.01%
208CISCO SYS INCCSCO5,859$303,1450.01%
209ISHARES TR4642885215,867$301,6220.01%
210IQVIA HLDGS INCIQV1,321$296,9210.01%
211GENERAL DYNAMICS CORPGD1,367$294,1100.01%
212META PLATFORMS INCMETA1,020$292,7200.01%
213EVEREST RE GROUP LTDEG850$290,5810.01%
214INTEL CORPINTC8,672$289,9920.01%
215CABOT CORPCBT4,300$287,6270.01%
216ADOBE SYSTEMS INCORPORATEDADBE583$285,0810.01%
217ESSEX PPTY TR INC2971781051,200$281,1600.01%
218VANGUARD TAX-MANAGED FDS9219438586,080$280,7740.01%
219VERIZON COMMUNICATIONS INCVZ7,403$275,3080.01%
220KRAFT HEINZ COKHC7,557$268,2740.01%
221HF SINCLAIR CORPDINO6,000$267,6600.01%
222VANGUARD SCOTTSDALE FDS92206C4093,514$265,8690.01%
223AMGEN INCAMGN1,190$264,2040.01%
224FASTENAL COFAST4,400$259,5560.01%
225MARSH & MCLENNAN COS INC5717481021,370$257,6700.01%
226WELLS FARGO CO NEW9497461015,912$252,3330.01%
227SALESFORCE INCCRM1,189$251,1880.01%
228SCHLUMBERGER LTDSLB5,023$246,7300.01%
229UNILEVER PLCUNLYF4,725$246,3140.01%
230AIR PRODS & CHEMS INCAIIR803$240,5230.01%
231CINTAS CORPCTAS472$234,6220.01%
232FIRST TR EXCHANGE-TRADED FD33738D3095,000$226,5000.01%
233ISHARES TR46432F3391,658$223,6140.01%
234VANGUARD SPECIALIZED FUNDS9219088441,375$223,3410.01%
235WALMART INCWMT1,371$215,4940.01%
236AES CORPAES10,291$213,3320.01%
237SCHWAB CHARLES CORPSCHW-PJ3,707$210,1130.01%
238CDW CORPCDW1,126$206,6210.01%
239AEROVIRONMENT INCAVAV2,000$204,5600.01%
240VANGUARD INDEX FDS922908769919$202,4340.01%
241CITIZENS FINL GROUP INCCIA7,757$202,3030.01%
242ROBERT HALF INTL INCRHI2,688$202,1910.01%
243AMERICAN TOWER CORP NEW03027X1001,000$193,9400.01%
244PALANTIR TECHNOLOGIES INCPLTR12,585$192,9280.01%
245F N B CORP30252010116,452$188,2110.01%
246HONEYWELL INTL INC438516106900$186,7500.01%
247UNION PAC CORPUNP800$163,6960.01%
248ALPHABET INCGOOG1,200$145,1640.01%
249ALPHABET INCGOOG1,200$143,6400.01%
250PALANTIR TECHNOLOGIES INCPLTR8,430$129,2320.01%
251ABBOTT LABSABLZF1,000$109,0200.01%
252BROADCOM INCAVGO125$108,4290.01%
253NXP SEMICONDUCTORS N VNXPI400$81,8720.00%
254DISNEY WALT CO254687106600$53,5680.00%
2553M COMMM436$43,6390.00%
256COLGATE PALMOLIVE COCL300$23,1120.00%
257APPLE INCAAPL100$19,3970.00%
258INTEL CORPINTC563$18,8270.00%
259INTERNATIONAL PAPER CO460146103500$15,9050.00%