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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 Q4 2023 · Filed October 27, 2023 · Accession 0000859872-23-000004

Total Value
$2.05B
Positions
266
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT184,977$58.4M2.85%
2APPLE INCAAPL299,028$51.2M2.50%
3BERKSHIRE HATHAWAY INC DELBRK-A142,416$49.9M2.44%
4PEPSICO INCPEP275,456$46.7M2.28%
5ALPHABET INCGOOG328,882$43.0M2.10%
6BROADCOM INCAVGO49,308$41.0M2.00%
7ELI LILLY & COLLY75,750$40.7M1.99%
8PALO ALTO NETWORKS INCPANW171,532$40.2M1.96%
9AMAZON COM INCAMZN279,669$35.6M1.74%
10DISNEY WALT CO254687106422,004$34.2M1.67%
11UNION PAC CORPUNP152,456$31.0M1.52%
12PEPSICO INCPEP179,131$30.4M1.48%
13BERKSHIRE HATHAWAY INC DELBRK-A83,967$29.4M1.44%
14UNION PAC CORPUNP133,902$27.3M1.33%
15BROADCOM INCAVGO32,717$27.2M1.33%
16THERMO FISHER SCIENTIFIC INCTMO49,535$25.1M1.22%
17COSTCO WHSL CORP NEW22160K10543,724$24.7M1.21%
18JOHNSON & JOHNSONJNJ152,525$23.8M1.16%
19PALO ALTO NETWORKS INCPANW101,248$23.7M1.16%
20SCHWAB STRATEGIC TR808524607562,489$23.3M1.14%
21SCHWAB STRATEGIC TR808524805684,359$23.2M1.13%
22NXP SEMICONDUCTORS N VNXPI116,002$23.2M1.13%
23JPMORGAN CHASE & COVYLD159,526$23.1M1.13%
24COMCAST CORP NEWCCZ516,459$22.9M1.12%
25SELECT SECTOR SPDR TR81369Y803137,953$22.6M1.10%
26MICROSOFT CORPMSFT69,550$22.0M1.07%
27HONEYWELL INTL INC438516106118,160$21.8M1.07%
28MERCK & CO INCMRK212,025$21.8M1.07%
29APPLE INCAAPL120,906$20.7M1.01%
30SCHWAB STRATEGIC TR808524706851,163$20.4M0.99%
31ALPHABET INCGOOG153,135$20.0M0.98%
32GOLDMAN SACHS GROUP INCGSCE60,491$19.6M0.96%
33SPDR S&P 500 ETF TRSPY45,749$19.6M0.95%
34COMCAST CORP NEWCCZ440,324$19.5M0.95%
35DISNEY WALT CO254687106237,590$19.3M0.94%
36ALPHABET INCGOOG144,076$19.0M0.93%
37CONSTELLATION BRANDS INCSTZ74,927$18.8M0.92%
38INTUITIVE SURGICAL INCISRG62,964$18.4M0.90%
39COLGATE PALMOLIVE COCL255,689$18.2M0.89%
40STRYKER CORPORATIONSYK66,262$18.1M0.88%
41EATON CORP PLCETN83,404$17.8M0.87%
42JOHNSON & JOHNSONJNJ113,954$17.7M0.87%
43CHUBB LIMITEDCB83,800$17.4M0.85%
44INVESCO QQQ TRIVZ48,362$17.3M0.85%
45HOME DEPOT INCHD56,026$16.9M0.83%
46AMAZON COM INCAMZN133,164$16.9M0.83%
47THERMO FISHER SCIENTIFIC INCTMO32,613$16.5M0.81%
48AMERICAN TOWER CORP NEW03027X10098,688$16.2M0.79%
49UNITED PARCEL SERVICE INCUPS101,887$15.9M0.78%
50VULCAN MATLS CO92916010977,494$15.7M0.76%
51RTX CORPORATIONRTX217,078$15.6M0.76%
52STARBUCKS CORPSBUX170,778$15.6M0.76%
53PROLOGIS INC.PLDGP138,759$15.6M0.76%
54CVS HEALTH CORPCVS210,852$14.7M0.72%
55MONDELEZ INTL INC609207105209,633$14.5M0.71%
56DUPONT DE NEMOURS INCDD187,415$14.0M0.68%
57FORTIVE CORPFTV180,399$13.4M0.65%
58NXP SEMICONDUCTORS N VNXPI65,118$13.0M0.64%
59ACCENTURE PLC IRELANDACN42,366$13.0M0.64%
60ROPER TECHNOLOGIES INCROP26,279$12.7M0.62%
61NIKE INCNKE130,826$12.5M0.61%
62BROOKFIELD CORP11271J107382,240$12.0M0.58%
63AMERICAN EXPRESS COAXP79,210$11.8M0.58%
64ELI LILLY & COLLY21,970$11.8M0.58%
65PAYPAL HLDGS INCPYPL197,432$11.5M0.56%
66NETFLIX INCNFLX30,494$11.5M0.56%
673M COMMM119,769$11.2M0.55%
68YUM BRANDS INCYUM88,743$11.1M0.54%
69SERVICENOW INCNOW19,668$11.0M0.54%
70ALPHABET INCGOOG81,538$10.8M0.52%
71MERCK & CO INCMRK103,351$10.6M0.52%
72HONEYWELL INTL INC43851610657,197$10.6M0.52%
73MASTERCARD INCORPORATEDMA26,494$10.5M0.51%
74ZSCALER INCZS66,503$10.3M0.51%
75ABBOTT LABSABLZF105,376$10.2M0.50%
76GOLDMAN SACHS GROUP INCGSCE31,010$10.0M0.49%
77SELECT SECTOR SPDR TR81369Y80360,839$10.0M0.49%
78CONSTELLATION BRANDS INCSTZ39,520$9.9M0.49%
79DANAHER CORPORATION23585110239,920$9.9M0.48%
80COSTCO WHSL CORP NEW22160K10517,332$9.8M0.48%
81RTX CORPORATIONRTX135,565$9.8M0.48%
82MEDTRONIC PLCMDT121,921$9.6M0.47%
83INTUITIVE SURGICAL INCISRG31,587$9.2M0.45%
84EXXON MOBIL CORPXOM74,695$8.8M0.43%
85FORTIVE CORPFTV117,360$8.7M0.42%
86PFIZER INCPFE262,094$8.7M0.42%
87ARK ETF TR00214Q104218,385$8.7M0.42%
88UNITED PARCEL SERVICE INCUPS55,116$8.6M0.42%
89BROOKFIELD RENEWABLE CORPBEPC353,048$8.5M0.41%
90ILLINOIS TOOL WKS INC45230810936,462$8.4M0.41%
91JPMORGAN CHASE & COVYLD56,864$8.2M0.40%
92SHELL PLCRYDAF120,835$7.8M0.38%
93SNOWFLAKE INCSNOW49,204$7.5M0.37%
94VULCAN MATLS CO92916010937,032$7.5M0.37%
95CHEVRON CORP NEWCVX43,933$7.4M0.36%
96PAYPAL HLDGS INCPYPL125,399$7.3M0.36%
97SHELL PLCRYDAF112,478$7.2M0.35%
98COLGATE PALMOLIVE COCL101,462$7.2M0.35%
99AMERICAN TOWER CORP NEW03027X10043,705$7.2M0.35%
100MEDTRONIC PLCMDT78,352$6.1M0.30%
101NORFOLK SOUTHN CORP65584410830,659$6.0M0.29%
102CVS HEALTH CORPCVS86,022$6.0M0.29%
103SCHWAB STRATEGIC TR808524607144,634$6.0M0.29%
104AMERIPRISE FINL INC03076C10617,859$5.9M0.29%
105SCHWAB STRATEGIC TR808524805165,740$5.6M0.27%
106CHUBB LIMITEDCB26,992$5.6M0.27%
107PROLOGIS INC.PLDGP48,881$5.5M0.27%
108NEXTERA ENERGY PARTNERS LPNEE-PW175,440$5.2M0.25%
109EATON CORP PLCETN23,997$5.1M0.25%
110STRYKER CORPORATIONSYK18,056$4.9M0.24%
111ACCENTURE PLC IRELANDACN15,877$4.9M0.24%
112ROPER TECHNOLOGIES INCROP9,886$4.8M0.23%
113SCHWAB STRATEGIC TR808524706197,459$4.7M0.23%
114PROCTER AND GAMBLE CO74271810932,000$4.7M0.23%
115TJX COS INC NEW87254010952,239$4.6M0.23%
116ILLINOIS TOOL WKS INC45230810920,123$4.6M0.23%
117HOME DEPOT INCHD14,947$4.5M0.22%
118SCHWAB STRATEGIC TR80852420186,687$4.4M0.21%
119DUPONT DE NEMOURS INCDD58,668$4.4M0.21%
120BROOKFIELD RENEWABLE CORPBEPC179,354$4.3M0.21%
121MONDELEZ INTL INC60920710561,696$4.3M0.21%
122STARBUCKS CORPSBUX45,742$4.2M0.20%
123NETFLIX INCNFLX10,918$4.1M0.20%
124ZSCALER INCZS25,200$3.9M0.19%
125SERVICENOW INCNOW7,004$3.9M0.19%
126GLOBE LIFE INCGL-PD35,578$3.9M0.19%
127NIKE INCNKE38,972$3.7M0.18%
128DANAHER CORPORATION23585110214,276$3.5M0.17%
129INVESCO QQQ TRIVZ9,592$3.4M0.17%
130AMERICAN EXPRESS COAXP22,463$3.4M0.16%
131LOCKHEED MARTIN CORPLMT7,908$3.2M0.16%
132BERKSHIRE HATHAWAY INC DELBRK-A6$3.2M0.16%
133YUM BRANDS INCYUM24,992$3.1M0.15%
134SPDR S&P 500 ETF TRSPY6,863$2.9M0.14%
135MASTERCARD INCORPORATEDMA7,277$2.9M0.14%
136SNOWFLAKE INCSNOW17,373$2.7M0.13%
137BROOKFIELD CORP11271J10784,363$2.6M0.13%
138ALLSTATE CORPALL-PJ22,085$2.5M0.12%
139ABBOTT LABSABLZF25,294$2.4M0.12%
140PFIZER INCPFE69,386$2.3M0.11%
141EXXON MOBIL CORPXOM19,331$2.3M0.11%
142ABBVIE INCABBV15,195$2.3M0.11%
143BERKSHIRE HATHAWAY INC DELBRK-A4$2.1M0.10%
144NEXTERA ENERGY PARTNERS LPNEE-PW69,886$2.1M0.10%
145META PLATFORMS INCMETA6,900$2.1M0.10%
146INTERNATIONAL BUSINESS MACHSINTR14,232$2.0M0.10%
147CHEVRON CORP NEWCVX11,750$2.0M0.10%
148ARK ETF TR00214Q10442,635$1.7M0.08%
149FEDEX CORPFDX6,176$1.6M0.08%
150COCA COLA COKO27,501$1.5M0.08%
151PROCTER AND GAMBLE CO74271810910,527$1.5M0.07%
152BANK AMERICA CORP06050510454,825$1.5M0.07%
153MCDONALDS CORPMCD5,561$1.5M0.07%
154CANADIAN PACIFIC KANSAS CITYCP18,376$1.4M0.07%
155BRISTOL-MYERS SQUIBB COCELG-RI22,782$1.3M0.06%
156ISHARES TR46435G26822,700$1.2M0.06%
157AUTOMATIC DATA PROCESSING INADP4,856$1.2M0.06%
158VANECK ETF TRUST92189F6767,786$1.1M0.06%
159PHILIP MORRIS INTL INC71817210911,870$1.1M0.05%
160NOVO-NORDISK A SNONOF10,886$989,9730.05%
161VANGUARD BD INDEX FDS92203C30319,318$950,2520.05%
162BANK AMERICA CORP06050510434,162$935,3560.05%
163GILEAD SCIENCES INCGILD11,727$878,8210.04%
164LOWES COS INC5486611074,166$865,8610.04%
165BANK NEW YORK MELLON CORP06405810020,117$857,9900.04%
166NOVARTIS AGNVSEF8,243$839,6320.04%
167BIOGEN INCBIIB3,143$807,7820.04%
168ALTRIA GROUP INCMO18,602$782,2140.04%
169NVIDIA CORPORATIONNVDA1,761$766,0170.04%
170VANGUARD INDEX FDS9229083631,925$755,9480.04%
171NEXTERA ENERGY INCNEE-PW13,180$755,0820.04%
172AMPHENOL CORP NEW0320951018,828$741,4640.04%
173CATERPILLAR INCCAT2,639$720,4470.04%
174OWENS CORNING NEWOC5,000$682,0500.03%
175DIGITAL RLTY TR INC2538681035,505$666,2150.03%
176LABORATORY CORP AMER HLDGS50540R4093,274$658,2380.03%
177CALIFORNIA RES CORPCRC11,737$657,3890.03%
178ISHARES TR4642872001,477$634,0950.03%
179ISHARES TR4642874659,165$631,6520.03%
180NORFOLK SOUTHN CORP6558441083,018$594,3350.03%
181WHITE MTNS INS GROUP LTDG9618E107391$584,8150.03%
182ISHARES TR4642871505,722$538,9550.03%
183BERKSHIRE HATHAWAY INC DELBRK-A1,400$490,4200.02%
184QUEST DIAGNOSTICS INCDGX4,000$487,4400.02%
185CORNING INCGLW15,946$485,8750.02%
186FIDELITY NATIONAL FINANCIALFNF11,661$481,5990.02%
187NORTHERN TR CORPNTRSO6,862$476,7720.02%
188REGENERON PHARMACEUTICALSREGN576$474,0250.02%
189UNITEDHEALTH GROUP INCUNH923$465,3670.02%
190SPDR GOLD TRGLD2,691$461,3720.02%
191INTERCONTINENTAL EXCHANGE IN45866F1044,179$459,7740.02%
192INTERNATIONAL PAPER CO46014610311,965$424,3990.02%
193ISHARES TR4642871683,925$422,4870.02%
194DOW INCDOW8,010$412,9960.02%
195TESLA INCTSLA1,599$400,1020.02%
196JOHNSON & JOHNSONJNJ2,500$389,3750.02%
197LINDE PLCLIN1,024$381,2860.02%
198UBS GROUP AGUBS14,930$368,0250.02%
199WILEY JOHN & SONS INC9682232069,432$350,5870.02%
200AMGEN INCAMGN1,301$349,6570.02%
201HF SINCLAIR CORPDINO6,000$341,5800.02%
202ISHARES TR4642876141,280$340,4670.02%
203FIDELITY NATL INFORMATION SV31620M1066,140$339,3580.02%
204QUALCOMM INCQCOM3,024$335,8450.02%
205VANGUARD INTL EQUITY INDEX F9220428588,498$333,2070.02%
206PROSHARES TR74347B5813,500$317,8690.02%
207EVEREST GROUP LTDEG850$315,9200.02%
208CISCO SYS INCCSCO5,859$314,9800.02%
209GENERAL DYNAMICS CORPGD1,417$313,1140.02%
210ISHARES TR4642876481,371$307,3100.02%
211VISA INCV1,332$306,3730.01%
212BAXTER INTL INC0718131098,005$302,1090.01%
213ADOBE INCADBE586$298,8010.01%
214CABOT CORPCBT4,300$297,8610.01%
215INTEL CORPINTC8,372$297,6250.01%
216SPDR INDEX SHS FDS78463X84811,888$295,8920.01%
217META PLATFORMS INCMETA940$282,1970.01%
218ISHARES TR4642885215,867$276,8050.01%
219SCHLUMBERGER LTDSLB4,623$269,5210.01%
220VANGUARD TAX-MANAGED FDS9219438586,080$265,8180.01%
221VANGUARD SCOTTSDALE FDS92206C4093,514$264,0770.01%
222MARSH & MCLENNAN COS INC5717481021,376$261,8530.01%
223AIR PRODS & CHEMS INCAIIR921$261,0110.01%
224DOMINION ENERGY INCD5,828$260,3370.01%
225IQVIA HLDGS INCIQV1,321$259,9070.01%
226ESSEX PPTY TR INC2971781051,200$254,5080.01%
227KRAFT HEINZ COKHC7,557$254,2170.01%
228FISCALNOTE HOLDINGS INCNOTEW119,931$249,4560.01%
229WELLS FARGO CO NEW9497461016,104$249,4250.01%
230WALMART INCWMT1,531$244,8530.01%
231FASTENAL COFAST4,400$240,4160.01%
232VERIZON COMMUNICATIONS INCVZ7,391$239,5340.01%
233UNILEVER PLCUNLYF4,725$233,4150.01%
234CDW CORPCDW1,126$227,1820.01%
235CINTAS CORPCTAS472$227,0370.01%
236SALESFORCE INCCRM1,114$225,8970.01%
237AEROVIRONMENT INCAVAV2,000$223,0600.01%
238FOMENTO ECONOMICO MEXICANO S3444191062,010$219,3920.01%
239ISHARES TR46432F3391,658$218,5080.01%
240OCCIDENTAL PETE CORP6745991053,311$214,8180.01%
241GLOBAL PMTS INC37940X1021,840$212,3180.01%
242ADVANCED MICRO DEVICES INCAMD2,058$211,6040.01%
243VANGUARD SPECIALIZED FUNDS9219088441,360$211,3170.01%
244CITIZENS FINL GROUP INCCIA7,707$206,5480.01%
245PIONEER NAT RES CO723787107896$205,6770.01%
246SCHWAB CHARLES CORPSCHW-PJ3,667$201,3180.01%
247PALANTIR TECHNOLOGIES INCPLTR12,578$201,2480.01%
248F N B CORP30252010116,452$177,5170.01%
249HONEYWELL INTL INC438516106900$166,2660.01%
250AMERICAN TOWER CORP NEW03027X1001,000$164,4500.01%
251UNION PAC CORPUNP800$162,9040.01%
252ALPHABET INCGOOG1,200$158,2200.01%
253ALPHABET INCGOOG1,200$157,0320.01%
254AES CORPAES10,291$156,4230.01%
255VERALTO CORPVLTO1,749$147,8950.01%
256PALANTIR TECHNOLOGIES INCPLTR8,430$134,8800.01%
257VERALTO CORPVLTO1,465$123,8800.01%
258BROADCOM INCAVGO125$103,8230.01%
259ABBOTT LABSABLZF1,000$96,8500.00%
260NXP SEMICONDUCTORS N VNXPI400$79,9680.00%
261DISNEY WALT CO254687106600$48,6300.00%
2623M COMMM436$40,8180.00%
263COLGATE PALMOLIVE COCL300$21,3330.00%
264INTERNATIONAL PAPER CO460146103500$17,7350.00%
265APPLE INCAAPL100$17,1210.00%
266INTEL CORPINTC469$16,6730.00%