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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 2024 · Filed August 1, 2024 · Accession 0000859872-24-000004

Total Value
$2.41B
Positions
272
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT175,405$78.4M3.25%
2ELI LILLY & COLLY75,100$68.0M2.82%
3BROADCOM INCAVGO40,601$65.2M2.70%
4APPLE INCAAPL276,352$58.2M2.41%
5ALPHABET INCGOOG316,341$57.6M2.39%
6AMAZON COM INCAMZN273,619$52.9M2.19%
7BERKSHIRE HATHAWAY INC DELBRK-A129,792$52.8M2.19%
8BROADCOM INCAVGO31,261$50.2M2.08%
9PALO ALTO NETWORKS INCPANW145,380$49.3M2.04%
10PEPSICO INCPEP271,119$44.7M1.85%
11DISNEY WALT CO254687106409,093$40.6M1.68%
12NVIDIA CORPORATIONNVDA306,065$37.8M1.57%
13UNION PAC CORPUNP152,253$34.4M1.43%
14BERKSHIRE HATHAWAY INC DELBRK-A84,283$34.3M1.42%
15COSTCO WHSL CORP NEW22160K10539,918$33.9M1.41%
16PALO ALTO NETWORKS INCPANW93,170$31.6M1.31%
17JPMORGAN CHASE & CO.VYLD156,085$31.6M1.31%
18INVESCO QQQ TRIVZ64,286$30.8M1.28%
19MICROSOFT CORPMSFT68,036$30.4M1.26%
20NXP SEMICONDUCTORS N VNXPI110,599$29.8M1.23%
21UNION PAC CORPUNP126,862$28.7M1.19%
22PEPSICO INCPEP169,285$27.9M1.16%
23ALPHABET INCGOOG150,186$27.4M1.13%
24GOLDMAN SACHS GROUP INCGSCE58,023$26.2M1.09%
25SPDR S&P 500 ETF TRSPY47,219$25.7M1.06%
26SCHWAB STRATEGIC TR808524607538,508$25.6M1.06%
27THERMO FISHER SCIENTIFIC INCTMO46,046$25.5M1.05%
28AMAZON COM INCAMZN131,517$25.4M1.05%
29SCHWAB STRATEGIC TR808524805657,125$25.2M1.05%
30HONEYWELL INTL INC438516106114,515$24.5M1.01%
31APPLE INCAAPL116,000$24.4M1.01%
32INTUITIVE SURGICAL INCISRG54,884$24.4M1.01%
33COLGATE PALMOLIVE COCL245,714$23.8M0.99%
34EATON CORP PLCETN74,967$23.5M0.97%
35MERCK & CO INCMRK187,545$23.2M0.96%
36ALPHABET INCGOOG124,867$22.9M0.95%
37SCHWAB STRATEGIC TR808524706833,038$22.1M0.92%
38DISNEY WALT CO254687106222,161$22.1M0.91%
39CHUBB LIMITEDCB81,883$20.9M0.87%
40RTX CORPORATIONRTX204,461$20.5M0.85%
41JOHNSON & JOHNSONJNJ139,277$20.4M0.84%
42STRYKER CORPORATIONSYK59,290$20.2M0.84%
43NETFLIX INCNFLX29,040$19.6M0.81%
44CONSTELLATION BRANDS INCSTZ73,802$19.0M0.79%
45HOME DEPOT INCHD54,415$18.7M0.78%
46VULCAN MATLS CO92916010974,865$18.6M0.77%
47AMERICAN TOWER CORP NEW03027X10093,029$18.1M0.75%
48ELI LILLY & COLLY18,562$16.8M0.70%
49THERMO FISHER SCIENTIFIC INCTMO30,134$16.7M0.69%
50NXP SEMICONDUCTORS N VNXPI61,863$16.6M0.69%
51ROPER TECHNOLOGIES INCROP28,634$16.1M0.67%
52JOHNSON & JOHNSONJNJ106,233$15.5M0.64%
53BROOKFIELD CORP11271J107372,345$15.5M0.64%
54DUPONT DE NEMOURS INCDD191,484$15.4M0.64%
55SERVICENOW INCNOW19,441$15.3M0.63%
56PROLOGIS INC.PLDGP135,511$15.2M0.63%
57ALPHABET INCGOOG81,165$14.9M0.62%
58COSTCO WHSL CORP NEW22160K10516,825$14.3M0.59%
59ACCENTURE PLC IRELANDACN45,871$13.9M0.58%
60STARBUCKS CORPSBUX176,973$13.8M0.57%
61UNITED PARCEL SERVICE INCUPS100,206$13.7M0.57%
62GOLDMAN SACHS GROUP INCGSCE30,164$13.6M0.57%
63MONDELEZ INTL INC609207105208,249$13.6M0.56%
64RTX CORPORATIONRTX135,223$13.6M0.56%
65INTUITIVE SURGICAL INCISRG30,433$13.5M0.56%
66FORTIVE CORPFTV179,773$13.3M0.55%
67ZSCALER INCZS65,508$12.6M0.52%
683M COMMM120,790$12.3M0.51%
69SELECT SECTOR SPDR TR81369Y80354,561$12.3M0.51%
70PAYPAL HLDGS INCPYPL210,597$12.2M0.51%
71HONEYWELL INTL INC43851610656,645$12.1M0.50%
72MERCK & CO INCMRK97,333$12.0M0.50%
73YUM BRANDS INCYUM87,723$11.6M0.48%
74CVS HEALTH CORPCVS189,821$11.2M0.46%
75JPMORGAN CHASE & CO.VYLD55,330$11.2M0.46%
76NVIDIA CORPORATIONNVDA90,318$11.2M0.46%
77MASTERCARD INCORPORATEDMA25,275$11.2M0.46%
78CONSTELLATION BRANDS INCSTZ40,429$10.4M0.43%
79ABBOTT LABSABLZF99,497$10.3M0.43%
80NIKE INCNKE135,790$10.2M0.42%
81ADOBE INCADBE18,367$10.2M0.42%
82DANAHER CORPORATION23585110240,230$10.1M0.42%
83COMCAST CORP NEWCCZ253,838$9.9M0.41%
84EXXON MOBIL CORPXOM81,700$9.4M0.39%
85AMERICAN EXPRESS COAXP39,290$9.1M0.38%
86SHELL PLCRYDAF124,575$9.0M0.37%
87AMERICAN TOWER CORP NEW03027X10045,034$8.8M0.36%
88FORTIVE CORPFTV114,124$8.5M0.35%
89VULCAN MATLS CO92916010933,994$8.5M0.35%
90SYNOPSYS INCSNPS14,103$8.4M0.35%
91NEXTERA ENERGY INCNEE-PW117,023$8.3M0.34%
92ILLINOIS TOOL WKS INC45230810934,734$8.2M0.34%
93SHELL PLCRYDAF113,478$8.2M0.34%
94SOUTHERN COSOMN102,431$7.9M0.33%
95AMERIPRISE FINL INC03076C10617,735$7.6M0.31%
96PFIZER INCPFE268,745$7.5M0.31%
97SCHWAB STRATEGIC TR808524607156,500$7.4M0.31%
98UNITED PARCEL SERVICE INCUPS53,951$7.4M0.31%
99COLGATE PALMOLIVE COCL75,068$7.3M0.30%
100INVESCO QQQ TRIVZ15,174$7.3M0.30%
101CHEVRON CORP NEWCVX46,065$7.2M0.30%
102EATON CORP PLCETN22,827$7.2M0.30%
103NETFLIX INCNFLX10,579$7.1M0.30%
104CHUBB LIMITEDCB27,600$7.0M0.29%
105PAYPAL HLDGS INCPYPL120,692$7.0M0.29%
106SCHWAB STRATEGIC TR808524805181,020$7.0M0.29%
107SELECT SECTOR SPDR TR81369Y80329,161$6.6M0.27%
108NORFOLK SOUTHN CORP65584410829,376$6.3M0.26%
109STRYKER CORPORATIONSYK18,144$6.2M0.26%
110TJX COS INC NEW87254010952,109$5.7M0.24%
111PROLOGIS INC.PLDGP50,752$5.7M0.24%
112SCHWAB STRATEGIC TR808524706211,154$5.6M0.23%
113SCHWAB STRATEGIC TR80852420185,878$5.5M0.23%
114ROPER TECHNOLOGIES INCROP9,729$5.5M0.23%
115HOME DEPOT INCHD15,497$5.3M0.22%
116SERVICENOW INCNOW6,754$5.3M0.22%
117DUPONT DE NEMOURS INCDD62,527$5.0M0.21%
118PROCTER AND GAMBLE CO74271810929,900$4.9M0.20%
119CVS HEALTH CORPCVS82,875$4.9M0.20%
120ACCENTURE PLC IRELANDACN15,670$4.8M0.20%
121ZSCALER INCZS23,858$4.6M0.19%
122MONDELEZ INTL INC60920710563,429$4.2M0.17%
123BROOKFIELD CORP11271J10794,917$3.9M0.16%
124STARBUCKS CORPSBUX48,203$3.8M0.16%
125DANAHER CORPORATION23585110214,875$3.7M0.15%
126META PLATFORMS INCMETA7,161$3.6M0.15%
127ILLINOIS TOOL WKS INC45230810914,336$3.4M0.14%
128ADOBE INCADBE5,816$3.2M0.13%
129ALLSTATE CORPALL-PJ20,183$3.2M0.13%
130NIKE INCNKE41,852$3.2M0.13%
131MASTERCARD INCORPORATEDMA7,084$3.1M0.13%
132BERKSHIRE HATHAWAY INC DELBRK-A5$3.1M0.13%
133SPDR S&P 500 ETF TRSPY5,408$2.9M0.12%
134SYNOPSYS INCSNPS4,746$2.8M0.12%
135ABBOTT LABSABLZF26,733$2.8M0.12%
136COMCAST CORP NEWCCZ70,390$2.8M0.11%
137YUM BRANDS INCYUM20,405$2.7M0.11%
138GLOBE LIFE INCGL-PD32,578$2.7M0.11%
139SOUTHERN COSOMN34,530$2.7M0.11%
140INTERNATIONAL BUSINESS MACHSINTR14,915$2.6M0.11%
141LOCKHEED MARTIN CORPLMT5,462$2.6M0.11%
142NEXTERA ENERGY INCNEE-PW35,411$2.5M0.10%
143EXXON MOBIL CORPXOM21,685$2.5M0.10%
144BERKSHIRE HATHAWAY INC DELBRK-A4$2.4M0.10%
145PFIZER INCPFE79,442$2.2M0.09%
146BANK AMERICA CORP06050510454,825$2.2M0.09%
147AMERICAN EXPRESS COAXP9,222$2.1M0.09%
148COCA COLA COKO33,265$2.1M0.09%
149CHEVRON CORP NEWCVX13,460$2.1M0.09%
150ABBVIE INCABBV12,014$2.1M0.09%
151VANECK ETF TRUST92189F6767,786$2.0M0.08%
152PROCTER AND GAMBLE CO7427181099,853$1.6M0.07%
153SOLVENTUM CORPSOLV29,944$1.6M0.07%
154NOVO-NORDISK A SNONOF10,720$1.5M0.06%
155CANADIAN PACIFIC KANSAS CITYCP18,376$1.4M0.06%
156ISHARES TR46435G26822,700$1.4M0.06%
157AMPHENOL CORP NEW03209510117,656$1.2M0.05%
158MCDONALDS CORPMCD4,666$1.2M0.05%
159AUTOMATIC DATA PROCESSING INADP4,852$1.2M0.05%
160BANK AMERICA CORP06050510428,969$1.2M0.05%
161BANK NEW YORK MELLON CORP06405810019,192$1.1M0.05%
162FEDEX CORPFDX3,674$1.1M0.05%
163ISHARES TR4642872001,930$1.1M0.04%
164PHILIP MORRIS INTL INC71817210910,158$1.0M0.04%
165VANGUARD BD INDEX FDS92203C30319,233$952,4180.04%
166VANGUARD INDEX FDS9229083631,890$945,2460.04%
167LOWES COS INC5486611074,161$917,4020.04%
168CATERPILLAR INCCAT2,643$880,3830.04%
169OWENS CORNING NEWOC5,000$868,6000.04%
170ALTRIA GROUP INCMO16,803$765,3770.03%
171GILEAD SCIENCES INCGILD10,814$741,9490.03%
172NOVARTIS AGNVSEF6,797$723,6090.03%
173ISHARES TR4642874659,165$717,8940.03%
174WHITE MTNS INS GROUP LTDG9618E107391$710,6230.03%
175BIOGEN INCBIIB3,056$708,4420.03%
176ISHARES TR4642871505,722$679,6590.03%
177BROOKFIELD RENEWABLE CORPBEPC23,453$665,5960.03%
178CALIFORNIA RES CORPCRC11,737$624,6430.03%
179LABCORP HOLDINGS INCLH3,057$622,1300.03%
180CORNING INCGLW15,946$619,5020.03%
181CSX CORPCSX18,517$619,3940.03%
182NORFOLK SOUTHN CORP6558441082,875$617,2340.03%
183REGENERON PHARMACEUTICALSREGN575$604,3420.03%
184BERKSHIRE HATHAWAY INC DELBRK-A1,400$569,5200.02%
185SPDR GOLD TRGLD2,591$557,0910.02%
186QUEST DIAGNOSTICS INCDGX4,000$547,5200.02%
187INTERCONTINENTAL EXCHANGE IN45866F1043,984$545,3700.02%
188BRISTOL-MYERS SQUIBB COCELG-RI12,282$510,0710.02%
189INTERNATIONAL PAPER CO46014610311,365$490,4000.02%
190VICTORY PORTFOLIOS II92647N52710,578$486,6940.02%
191UNITEDHEALTH GROUP INCUNH925$471,0660.02%
192VERTEX PHARMACEUTICALS INCVRTX1,000$468,7200.02%
193ISHARES TR4642876141,257$458,2190.02%
194QUALCOMM INCQCOM2,300$458,1140.02%
195LINDE PLCLIN1,029$451,5350.02%
196META PLATFORMS INCMETA885$446,2350.02%
197UBS GROUP AGUBS14,930$441,0320.02%
198ISHARES INC4642866814,737$418,0400.02%
199DOW INCDOW7,814$414,5330.02%
200PROSHARES TR74347B5817,070$413,4890.02%
201CABOT CORPCBT4,300$395,1270.02%
202AMGEN INCAMGN1,199$374,6280.02%
203VANGUARD INTL EQUITY INDEX F9220428588,498$371,8720.02%
204AEROVIRONMENT INCAVAV2,000$364,3200.02%
205VANGUARD TAX-MANAGED FDS9219438587,330$362,2490.02%
2062023 ETF SERIES TRUST88339Y10213,634$360,8920.01%
207ISHARES TR4642876481,350$354,4160.01%
208SPDR INDEX SHS FDS78463X84812,366$350,0810.01%
209VISA INCV1,325$347,7730.01%
210VERIZON COMMUNICATIONS INCVZ8,179$337,3020.01%
211EVEREST GROUP LTDEG850$323,8670.01%
212WILEY JOHN & SONS INC9682232067,909$321,8960.01%
213HF SINCLAIR CORPDINO6,000$320,0400.01%
214ISHARES TR4642885215,867$314,2370.01%
215TESLA INCTSLA1,577$312,0570.01%
216ARK ETF TR00214Q1047,086$311,4210.01%
217ISHARES TR4642873093,120$288,7250.01%
218MARSH & MCLENNAN COS INC5717481021,370$288,6860.01%
219SCHWAB CHARLES CORPSCHW-PJ3,890$286,6540.01%
220SALESFORCE INCCRM1,114$286,4090.01%
221WELLS FARGO CO NEW9497461014,777$283,7310.01%
222ISHARES TR46432F3391,658$283,1200.01%
223IQVIA HLDGS INCIQV1,321$279,3120.01%
224GENERAL DYNAMICS CORPGD954$276,7940.01%
225FASTENAL COFAST4,400$276,4960.01%
226FIDELITY NATIONAL FINANCIALFNF5,461$269,8830.01%
227GENERAL MTRS CO37045V1005,758$267,5170.01%
228CINTAS CORPCTAS373$261,1970.01%
229PALANTIR TECHNOLOGIES INCPLTR10,023$253,8830.01%
230ISHARES TR4642871682,087$252,4850.01%
231CDW CORPCDW1,126$252,0440.01%
232VANGUARD INDEX FDS922908769920$246,2010.01%
233VANGUARD STAR FDS9219097684,082$246,1450.01%
234WALMART INCWMT3,628$245,6690.01%
235PROGRESSIVE CORP7433151031,180$245,0980.01%
236KRAFT HEINZ COKHC7,523$242,3910.01%
237ISHARES TR464287622810$241,0070.01%
238BLACKROCK INCBLK304$239,3450.01%
239AIR PRODS & CHEMS INCAIIR921$237,6640.01%
240CISCO SYS INCCSCO4,994$237,2650.01%
241BAXTER INTL INC0718131097,080$236,8260.01%
242TRUIST FINL CORP89832Q1095,912$229,6810.01%
243CITIZENS FINL GROUP INCCIA6,347$228,6820.01%
244INVESCO EXCHANGE TRADED FD TIVZ3,500$227,1850.01%
245VANGUARD SPECIALIZED FUNDS9219088441,237$225,8140.01%
246F N B CORP30252010116,452$225,0630.01%
247JOHNSON & JOHNSONJNJ1,500$219,2400.01%
248GE AEROSPACE3696043011,373$218,3070.01%
249FOMENTO ECONOMICO MEXICANO S3444191062,010$216,3770.01%
250ROYAL BK CDA7800871022,015$214,3560.01%
251PALANTIR TECHNOLOGIES INCPLTR8,430$213,5320.01%
252OCCIDENTAL PETE CORP6745991053,311$208,6920.01%
253VERISK ANALYTICS INCVRSK763$205,6670.01%
254ISHARES TR4642875561,492$204,7920.01%
255BROADCOM INCAVGO125$200,6910.01%
256OREILLY AUTOMOTIVE INC67103H107190$200,6510.01%
257AMERICAN TOWER CORP NEW03027X1001,000$194,3800.01%
258HONEYWELL INTL INC438516106900$192,1860.01%
259SELECT SECTOR SPDR TR81369Y8862,751$187,4530.01%
260ALPHABET INCGOOG1,000$183,4200.01%
261ALPHABET INCGOOG1,000$182,1500.01%
262UNION PAC CORPUNP800$181,0080.01%
263FISCALNOTE HOLDINGS INCNOTEW119,931$175,0990.01%
264ABBOTT LABSABLZF1,000$103,9100.00%
265NXP SEMICONDUCTORS N VNXPI300$80,7270.00%
266DISNEY WALT CO254687106600$59,5740.00%
2673M COMMM436$44,5550.00%
268SELECT SECTOR SPDR TR81369Y886482$32,8430.00%
269DANAHER CORPORATION235851102100$24,9850.00%
270INTERNATIONAL PAPER CO460146103500$21,5750.00%
271APPLE INCAAPL100$21,0620.00%
272SOLVENTUM CORPSOLV109$5,7640.00%