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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 2024 · Filed April 29, 2024 · Accession 0000859872-24-000003

Total Value
$2.41B
Positions
276
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT174,357$73.4M3.05%
2ELI LILLY & COLLY75,700$58.9M2.45%
3BROADCOM INCAVGO42,384$56.2M2.33%
4BERKSHIRE HATHAWAY INC DELBRK-A132,905$55.9M2.32%
5APPLE INCAAPL297,229$51.0M2.12%
6DISNEY WALT CO254687106409,364$50.1M2.08%
7AMAZON COM INCAMZN273,731$49.4M2.05%
8ALPHABET INCGOOG316,696$47.8M1.99%
9PEPSICO INCPEP272,057$47.6M1.98%
10PALO ALTO NETWORKS INCPANW149,517$42.5M1.76%
11BROADCOM INCAVGO31,413$41.6M1.73%
12UNION PAC CORPUNP152,253$37.4M1.55%
13BERKSHIRE HATHAWAY INC DELBRK-A84,376$35.5M1.47%
14JPMORGAN CHASE & COVYLD157,576$31.6M1.31%
15UNION PAC CORPUNP128,165$31.5M1.31%
16PEPSICO INCPEP170,807$29.9M1.24%
17COSTCO WHSL CORP NEW22160K10540,542$29.7M1.23%
18MICROSOFT CORPMSFT68,118$28.7M1.19%
19THERMO FISHER SCIENTIFIC INCTMO47,894$27.8M1.16%
20NXP SEMICONDUCTORS N VNXPI111,079$27.5M1.14%
21DISNEY WALT CO254687106224,645$27.5M1.14%
22MERCK & CO INCMRK205,623$27.1M1.13%
23SCHWAB STRATEGIC TR808524607541,510$26.7M1.11%
24PALO ALTO NETWORKS INCPANW93,522$26.6M1.10%
25SCHWAB STRATEGIC TR808524805661,551$25.8M1.07%
26GOLDMAN SACHS GROUP INCGSCE57,989$24.2M1.01%
27INTUITIVE SURGICAL INCISRG60,671$24.2M1.01%
28EATON CORP PLCETN77,036$24.1M1.00%
29SPDR S&P 500 ETF TRSPY45,721$23.9M0.99%
30AMAZON COM INCAMZN131,595$23.7M0.99%
31HONEYWELL INTL INC438516106115,532$23.7M0.98%
32ALPHABET INCGOOG150,614$22.7M0.94%
33STRYKER CORPORATIONSYK63,484$22.7M0.94%
34COLGATE PALMOLIVE COCL248,987$22.4M0.93%
35JOHNSON & JOHNSONJNJ140,890$22.3M0.93%
36SCHWAB STRATEGIC TR808524706833,644$21.0M0.87%
37CHUBB LIMITEDCB81,054$21.0M0.87%
38HOME DEPOT INCHD54,258$20.8M0.86%
39APPLE INCAAPL120,190$20.6M0.86%
40VULCAN MATLS CO92916010975,204$20.5M0.85%
41INVESCO QQQ TRIVZ45,656$20.3M0.84%
42RTX CORPORATIONRTX207,047$20.2M0.84%
43ALPHABET INCGOOG129,649$19.7M0.82%
44CONSTELLATION BRANDS INCSTZ72,484$19.7M0.82%
45NVIDIA CORPORATIONNVDA21,339$19.3M0.80%
46AMERICAN TOWER CORP NEW03027X10095,344$18.8M0.78%
47AMERICAN EXPRESS COAXP77,964$17.8M0.74%
48NETFLIX INCNFLX29,082$17.7M0.73%
49THERMO FISHER SCIENTIFIC INCTMO30,380$17.7M0.73%
50PROLOGIS INC.PLDGP135,014$17.6M0.73%
51JOHNSON & JOHNSONJNJ106,468$16.8M0.70%
52CVS HEALTH CORPCVS207,097$16.5M0.69%
53STARBUCKS CORPSBUX171,533$15.7M0.65%
54ROPER TECHNOLOGIES INCROP27,599$15.5M0.64%
55NXP SEMICONDUCTORS N VNXPI61,955$15.4M0.64%
56BROOKFIELD CORP11271J107363,502$15.2M0.63%
57FORTIVE CORPFTV174,341$15.0M0.62%
58ELI LILLY & COLLY19,107$14.9M0.62%
59ACCENTURE PLC IRELANDACN42,700$14.8M0.61%
60UNITED PARCEL SERVICE INCUPS98,520$14.6M0.61%
61MONDELEZ INTL INC609207105205,333$14.4M0.60%
62SERVICENOW INCNOW18,760$14.3M0.59%
63DUPONT DE NEMOURS INCDD186,458$14.3M0.59%
64PAYPAL HLDGS INCPYPL208,148$13.9M0.58%
65SELECT SECTOR SPDR TR81369Y80364,130$13.4M0.55%
66RTX CORPORATIONRTX135,492$13.2M0.55%
67MERCK & CO INCMRK98,852$13.0M0.54%
683M COMMM121,003$12.8M0.53%
69GOLDMAN SACHS GROUP INCGSCE30,196$12.6M0.52%
70INTUITIVE SURGICAL INCISRG31,514$12.6M0.52%
71SELECT SECTOR SPDR TR81369Y886190,521$12.5M0.52%
72ALPHABET INCGOOG81,165$12.4M0.51%
73COSTCO WHSL CORP NEW22160K10516,848$12.3M0.51%
74YUM BRANDS INCYUM88,743$12.3M0.51%
75MASTERCARD INCORPORATEDMA25,430$12.2M0.51%
76NIKE INCNKE130,296$12.2M0.51%
77ZSCALER INCZS63,028$12.1M0.50%
78HONEYWELL INTL INC43851610656,985$11.7M0.49%
79ABBOTT LABSABLZF99,363$11.3M0.47%
80JPMORGAN CHASE & COVYLD55,483$11.1M0.46%
81COMCAST CORP NEWCCZ253,838$11.0M0.46%
82CONSTELLATION BRANDS INCSTZ40,455$11.0M0.46%
83ARK ETF TR00214Q104211,966$10.6M0.44%
84MEDTRONIC PLCMDT114,371$10.0M0.41%
85DANAHER CORPORATION23585110239,827$9.9M0.41%
86FORTIVE CORPFTV114,260$9.8M0.41%
87ILLINOIS TOOL WKS INC45230810935,547$9.5M0.40%
88VULCAN MATLS CO92916010934,214$9.3M0.39%
89EXXON MOBIL CORPXOM78,892$9.2M0.38%
90AMERICAN TOWER CORP NEW03027X10045,034$8.9M0.37%
91ADOBE INCADBE17,147$8.7M0.36%
92SHELL PLCRYDAF124,615$8.4M0.35%
93SCHWAB STRATEGIC TR808524607167,634$8.3M0.34%
94PAYPAL HLDGS INCPYPL120,746$8.1M0.34%
95UNITED PARCEL SERVICE INCUPS53,951$8.0M0.33%
96AMERIPRISE FINL INC03076C10617,859$7.8M0.33%
97SYNOPSYS INCSNPS13,674$7.8M0.32%
98NORFOLK SOUTHN CORP65584410830,659$7.8M0.32%
99PFIZER INCPFE275,387$7.6M0.32%
100SCHWAB STRATEGIC TR808524805193,740$7.6M0.31%
101SHELL PLCRYDAF112,725$7.6M0.31%
102SNOWFLAKE INCSNOW45,493$7.4M0.31%
103EATON CORP PLCETN22,963$7.2M0.30%
104CHUBB LIMITEDCB27,652$7.2M0.30%
105CHEVRON CORP NEWCVX45,363$7.2M0.30%
106MEDTRONIC PLCMDT80,839$7.0M0.29%
107CVS HEALTH CORPCVS85,857$6.8M0.28%
108COLGATE PALMOLIVE COCL75,668$6.8M0.28%
109NVIDIA CORPORATIONNVDA7,479$6.8M0.28%
110STRYKER CORPORATIONSYK18,866$6.8M0.28%
111PROLOGIS INC.PLDGP50,752$6.6M0.27%
112NETFLIX INCNFLX10,651$6.5M0.27%
113SELECT SECTOR SPDR TR81369Y80330,437$6.3M0.26%
114SCHWAB STRATEGIC TR808524706245,035$6.2M0.26%
115HOME DEPOT INCHD15,506$5.9M0.25%
116ROPER TECHNOLOGIES INCROP9,788$5.5M0.23%
117ACCENTURE PLC IRELANDACN15,685$5.4M0.23%
118SELECT SECTOR SPDR TR81369Y88682,003$5.4M0.22%
119TJX COS INC NEW87254010952,099$5.3M0.22%
120SCHWAB STRATEGIC TR80852420184,739$5.3M0.22%
121PROCTER AND GAMBLE CO74271810932,000$5.2M0.22%
122SERVICENOW INCNOW6,784$5.2M0.21%
123INVESCO QQQ TRIVZ11,092$4.9M0.20%
124DUPONT DE NEMOURS INCDD62,707$4.8M0.20%
125ILLINOIS TOOL WKS INC45230810917,235$4.6M0.19%
126ZSCALER INCZS23,850$4.6M0.19%
127AMERICAN EXPRESS COAXP19,547$4.5M0.18%
128MONDELEZ INTL INC60920710563,429$4.4M0.18%
129STARBUCKS CORPSBUX48,136$4.4M0.18%
130GLOBE LIFE INCGL-PD35,578$4.1M0.17%
131BROOKFIELD CORP11271J10794,994$4.0M0.17%
132NIKE INCNKE41,992$3.9M0.16%
133DANAHER CORPORATION23585110214,875$3.7M0.15%
134ALLSTATE CORPALL-PJ20,995$3.6M0.15%
135COMCAST CORP NEWCCZ83,065$3.6M0.15%
136MASTERCARD INCORPORATEDMA7,106$3.4M0.14%
137META PLATFORMS INCMETA6,900$3.4M0.14%
138SPDR S&P 500 ETF TRSPY6,383$3.3M0.14%
139BERKSHIRE HATHAWAY INC DELBRK-A5$3.2M0.13%
140LOCKHEED MARTIN CORPLMT6,845$3.1M0.13%
141ABBOTT LABSABLZF26,733$3.0M0.13%
142ADOBE INCADBE5,816$2.9M0.12%
143YUM BRANDS INCYUM20,892$2.9M0.12%
144INTERNATIONAL BUSINESS MACHSINTR15,065$2.9M0.12%
145SNOWFLAKE INCSNOW17,673$2.9M0.12%
146ARK ETF TR00214Q10456,635$2.8M0.12%
147SYNOPSYS INCSNPS4,752$2.7M0.11%
148BERKSHIRE HATHAWAY INC DELBRK-A4$2.5M0.11%
149EXXON MOBIL CORPXOM21,701$2.5M0.10%
150ABBVIE INCABBV12,311$2.2M0.09%
151PFIZER INCPFE79,331$2.2M0.09%
152CHEVRON CORP NEWCVX13,460$2.1M0.09%
153COCA COLA COKO34,265$2.1M0.09%
154BANK AMERICA CORP06050510454,825$2.1M0.09%
155VANECK ETF TRUST92189F6767,786$1.8M0.07%
156PROCTER AND GAMBLE CO74271810910,028$1.6M0.07%
157CANADIAN PACIFIC KANSAS CITYCP18,376$1.6M0.07%
158ISHARES TR46435G26822,700$1.5M0.06%
159MCDONALDS CORPMCD5,068$1.4M0.06%
160FEDEX CORPFDX4,820$1.4M0.06%
161NOVO-NORDISK A SNONOF10,720$1.4M0.06%
162AUTOMATIC DATA PROCESSING INADP4,852$1.2M0.05%
163BANK NEW YORK MELLON CORP06405810019,192$1.1M0.05%
164BANK AMERICA CORP06050510429,066$1.1M0.05%
165LOWES COS INC5486611074,161$1.1M0.04%
166AMPHENOL CORP NEW0320951018,828$1.0M0.04%
167PHILIP MORRIS INTL INC71817210910,994$1.0M0.04%
168CATERPILLAR INCCAT2,643$968,4740.04%
169VANGUARD BD INDEX FDS92203C30319,233$952,9950.04%
170VANGUARD INDEX FDS9229083631,890$908,5230.04%
171NEXTERA ENERGY INCNEE-PW13,106$837,6040.03%
172OWENS CORNING NEWOC5,000$834,0000.03%
173BRISTOL-MYERS SQUIBB COCELG-RI15,232$826,0310.03%
174GILEAD SCIENCES INCGILD11,114$814,1010.03%
175ALTRIA GROUP INCMO18,602$811,4190.03%
176ISHARES TR4642872001,469$772,1340.03%
177NORFOLK SOUTHN CORP6558441082,905$740,3970.03%
178ISHARES TR4642874659,165$731,9170.03%
179WHITE MTNS INS GROUP LTDG9618E107391$701,5710.03%
180CSX CORPCSX18,517$686,4250.03%
181NOVARTIS AGNVSEF7,043$681,2690.03%
182BIOGEN INCBIIB3,131$675,1380.03%
183LABORATORY CORP AMER HLDGS50540R4093,057$667,8320.03%
184ISHARES TR4642871505,722$659,7470.03%
185CALIFORNIA RES CORPCRC11,737$646,7090.03%
186BERKSHIRE HATHAWAY INC DELBRK-A1,400$588,7280.02%
187BROOKFIELD RENEWABLE CORPBEPC22,853$561,4980.02%
188REGENERON PHARMACEUTICALSREGN575$553,4320.02%
189INTERCONTINENTAL EXCHANGE IN45866F1043,984$547,5210.02%
190SPDR GOLD TRGLD2,591$533,0210.02%
191QUEST DIAGNOSTICS INCDGX4,000$532,4400.02%
192CORNING INCGLW15,946$525,5800.02%
193VICTORY PORTFOLIOS II92647N52710,802$500,9970.02%
194ISHARES TR4642871683,925$483,4820.02%
195LINDE PLCLIN1,027$476,8570.02%
196INTERNATIONAL PAPER CO46014610311,965$466,8740.02%
197UBS GROUP AGUBS14,930$458,6500.02%
198UNITEDHEALTH GROUP INCUNH923$456,6080.02%
199DOW INCDOW7,794$451,5060.02%
200ISHARES INC4642866814,737$431,0200.02%
201META PLATFORMS INCMETA885$429,7380.02%
202ISHARES TR4642876141,257$423,6940.02%
203VERTEX PHARMACEUTICALS INCVRTX1,000$418,0100.02%
204CABOT CORPCBT4,300$396,4600.02%
205QUALCOMM INCQCOM2,325$393,6230.02%
206PROSHARES TR74347B5813,500$392,9980.02%
207AMGEN INCAMGN1,301$369,9000.02%
208VISA INCV1,325$369,7810.02%
209VANGUARD TAX-MANAGED FDS9219438587,330$367,7460.02%
210ISHARES TR4642876481,350$365,5800.02%
211HF SINCLAIR CORPDINO6,000$362,2200.02%
212VANGUARD INTL EQUITY INDEX F9220428588,498$354,9610.01%
213SPDR INDEX SHS FDS78463X84812,366$351,1940.01%
214JOHNSON & JOHNSONJNJ2,200$348,0180.01%
215VERIZON COMMUNICATIONS INCVZ8,179$343,1910.01%
216INTEL CORPINTC7,752$342,4060.01%
217FASTENAL COFAST4,400$339,4160.01%
218EVEREST GROUP LTDEG850$337,8750.01%
219SALESFORCE INCCRM1,114$335,5150.01%
220IQVIA HLDGS INCIQV1,321$334,0680.01%
221WILEY JOHN & SONS INC9682232068,608$328,2230.01%
222COINBASE GLOBAL INCCOIN1,224$324,5070.01%
223ISHARES TR4642885215,867$315,6450.01%
224AEROVIRONMENT INCAVAV2,000$306,5600.01%
225BAXTER INTL INC0718131097,120$304,3090.01%
226FIDELITY NATIONAL FINANCIALFNF5,661$300,5990.01%
227GENERAL DYNAMICS CORPGD1,057$298,5920.01%
228CDW CORPCDW1,126$288,0080.01%
229MARSH & MCLENNAN COS INC5717481021,370$282,1930.01%
230PALANTIR TECHNOLOGIES INCPLTR12,241$281,6650.01%
231SCHWAB CHARLES CORPSCHW-PJ3,890$281,4030.01%
232TESLA INCTSLA1,590$279,5060.01%
233KRAFT HEINZ COKHC7,523$277,5990.01%
234WELLS FARGO CO NEW9497461014,775$276,7620.01%
235ISHARES TR46432F3391,658$272,4920.01%
236WALMART INCWMT4,377$263,3640.01%
237FOMENTO ECONOMICO MEXICANO S3444191062,010$261,8430.01%
238GENERAL MTRS CO37045V1005,758$261,1250.01%
239CINTAS CORPCTAS373$256,2620.01%
240BLACKROCK INCBLK304$253,4450.01%
241VANGUARD SPECIALIZED FUNDS9219088441,360$248,3500.01%
242CISCO SYS INCCSCO4,966$247,8530.01%
243VANGUARD STAR FDS9219097684,082$246,1450.01%
244GLOBAL PMTS INC37940X1021,840$245,9340.01%
245PROGRESSIVE CORP7433151031,180$244,0480.01%
246GENERAL ELECTRIC CO3696043011,373$241,0410.01%
247VANGUARD INDEX FDS922908769920$239,1970.01%
248ISHARES TR464287622810$233,3040.01%
249INVESCO EXCHANGE TRADED FD TIVZ3,500$232,9950.01%
250F N B CORP30252010116,452$231,9730.01%
251TRUIST FINL CORP89832Q1095,912$230,4500.01%
252CITIZENS FINL GROUP INCCIA6,347$230,3330.01%
253PIONEER NAT RES CO723787107877$230,2130.01%
254AIR PRODS & CHEMS INCAIIR921$223,1310.01%
255DOMINION ENERGY INCD4,428$217,8130.01%
256ISHARES TR4642875561,571$215,5730.01%
257OCCIDENTAL PETE CORP6745991053,311$215,1820.01%
258OREILLY AUTOMOTIVE INC67103H107190$214,4870.01%
259ROBERT HALF INC.RHI2,688$213,1050.01%
260ROYAL BK CDA7800871022,015$203,2730.01%
261AMERICAN TOWER CORP NEW03027X1001,000$197,5900.01%
262UNION PAC CORPUNP800$196,7440.01%
263PALANTIR TECHNOLOGIES INCPLTR8,430$193,9740.01%
264HONEYWELL INTL INC438516106900$184,7250.01%
265BROADCOM INCAVGO125$165,6760.01%
266FISCALNOTE HOLDINGS INCNOTEW119,931$159,5080.01%
267ALPHABET INCGOOG1,000$152,2600.01%
268ALPHABET INCGOOG1,000$150,9300.01%
269ABBOTT LABSABLZF1,000$113,6600.00%
270NXP SEMICONDUCTORS N VNXPI300$74,3310.00%
271DISNEY WALT CO254687106600$73,4160.00%
2723M COMMM436$46,2470.00%
273DANAHER CORPORATION235851102100$24,9720.00%
274INTEL CORPINTC469$20,7160.00%
275INTERNATIONAL PAPER CO460146103500$19,5100.00%
276APPLE INCAAPL100$17,1480.00%