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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 2024 · Filed October 29, 2024 · Accession 0000859872-24-000005

Total Value
$2.52B
Positions
272
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT175,853$75.7M3.01%
2BROADCOM INCAVGO397,148$68.5M2.72%
3ELI LILLY & COLLY77,272$68.5M2.72%
4APPLE INCAAPL271,510$63.3M2.51%
5BERKSHIRE HATHAWAY INC DELBRK-A129,547$59.6M2.37%
6BROADCOM INCAVGO312,545$53.9M2.14%
7ALPHABET INCGOOG315,265$52.3M2.08%
8AMAZON COM INCAMZN273,741$51.0M2.03%
9PALO ALTO NETWORKS INCPANW144,904$49.5M1.97%
10PEPSICO INCPEP271,119$46.1M1.83%
11NVIDIA CORPORATIONNVDA324,544$39.4M1.57%
12DISNEY WALT CO254687106409,093$39.4M1.56%
13BERKSHIRE HATHAWAY INC DELBRK-A84,283$38.8M1.54%
14UNION PAC CORPUNP152,053$37.5M1.49%
15SPDR S&P 500 ETF TRSPY60,660$34.8M1.38%
16COSTCO WHSL CORP NEW22160K10538,325$34.0M1.35%
17JPMORGAN CHASE & CO.VYLD155,336$32.8M1.30%
18PALO ALTO NETWORKS INCPANW93,162$31.8M1.27%
19INVESCO QQQ TRIVZ61,963$30.2M1.20%
20UNION PAC CORPUNP122,344$30.2M1.20%
21MICROSOFT CORPMSFT68,036$29.3M1.16%
22PEPSICO INCPEP168,796$28.7M1.14%
23THERMO FISHER SCIENTIFIC INCTMO46,181$28.6M1.14%
24GOLDMAN SACHS GROUP INCGSCE56,719$28.1M1.12%
25APPLE INCAAPL116,000$27.0M1.07%
26INTUITIVE SURGICAL INCISRG54,621$26.8M1.07%
27NXP SEMICONDUCTORS N VNXPI109,594$26.3M1.05%
28SCHWAB STRATEGIC TR808524607508,486$26.2M1.04%
29SCHWAB STRATEGIC TR808524805619,228$25.5M1.01%
30COLGATE PALMOLIVE COCL244,498$25.4M1.01%
31ALPHABET INCGOOG150,165$24.9M0.99%
32EATON CORP PLCETN73,959$24.5M0.97%
33AMAZON COM INCAMZN131,498$24.5M0.97%
34RTX CORPORATIONRTX200,314$24.3M0.96%
35HONEYWELL INTL INC438516106114,831$23.7M0.94%
36CHUBB LIMITEDCB81,467$23.5M0.93%
37SCHWAB STRATEGIC TR808524706785,945$22.9M0.91%
38JOHNSON & JOHNSONJNJ137,839$22.3M0.89%
39ELI LILLY & COLLY25,005$22.2M0.88%
40HOME DEPOT INCHD54,607$22.1M0.88%
41AMERICAN TOWER CORP NEW03027X10093,873$21.8M0.87%
42STRYKER CORPORATIONSYK59,344$21.4M0.85%
43DISNEY WALT CO254687106219,629$21.1M0.84%
44ALPHABET INCGOOG124,093$20.7M0.82%
45MERCK & CO INCMRK182,295$20.7M0.82%
46NETFLIX INCNFLX29,051$20.6M0.82%
47BROOKFIELD CORP11271J107375,964$20.0M0.79%
48CONSTELLATION BRANDS INCSTZ74,220$19.1M0.76%
49VULCAN MATLS CO92916010974,995$18.8M0.75%
50THERMO FISHER SCIENTIFIC INCTMO30,134$18.6M0.74%
51SERVICENOW INCNOW19,659$17.6M0.70%
52PROLOGIS INC.PLDGP136,919$17.3M0.69%
53STARBUCKS CORPSBUX175,903$17.1M0.68%
54JOHNSON & JOHNSONJNJ105,633$17.1M0.68%
55DUPONT DE NEMOURS INCDD191,391$17.1M0.68%
56ACCENTURE PLC IRELANDACN47,950$16.9M0.67%
57PAYPAL HLDGS INCPYPL215,633$16.8M0.67%
583M COMMM120,790$16.5M0.66%
59ROPER TECHNOLOGIES INCROP29,478$16.4M0.65%
60RTX CORPORATIONRTX135,201$16.4M0.65%
61MONDELEZ INTL INC609207105210,215$15.5M0.62%
62INTUITIVE SURGICAL INCISRG30,424$14.9M0.59%
63GOLDMAN SACHS GROUP INCGSCE30,156$14.9M0.59%
64COSTCO WHSL CORP NEW22160K10516,820$14.9M0.59%
65NXP SEMICONDUCTORS N VNXPI61,863$14.8M0.59%
66FORTIVE CORPFTV179,762$14.2M0.56%
67ALPHABET INCGOOG81,165$13.6M0.54%
68MASTERCARD INCORPORATEDMA25,405$12.5M0.50%
69YUM BRANDS INCYUM87,723$12.3M0.49%
70ZSCALER INCZS70,168$12.0M0.48%
71NIKE INCNKE135,455$12.0M0.48%
72SELECT SECTOR SPDR TR81369Y80352,817$11.9M0.47%
73META PLATFORMS INCMETA20,503$11.7M0.47%
74HONEYWELL INTL INC43851610656,645$11.7M0.47%
75JPMORGAN CHASE & CO.VYLD55,316$11.7M0.46%
76ABBOTT LABSABLZF99,753$11.4M0.45%
77DANAHER CORPORATION23585110240,828$11.4M0.45%
78NVIDIA CORPORATIONNVDA90,664$11.0M0.44%
79MERCK & CO INCMRK96,903$11.0M0.44%
80COMCAST CORP NEWCCZ253,838$10.6M0.42%
81AMERICAN EXPRESS COAXP39,000$10.6M0.42%
82CONSTELLATION BRANDS INCSTZ40,429$10.4M0.41%
83AMERICAN TOWER CORP NEW03027X10044,784$10.4M0.41%
84NEXTERA ENERGY INCNEE-PW119,980$10.1M0.40%
85ADOBE INCADBE19,187$9.9M0.39%
86EXXON MOBIL CORPXOM82,574$9.7M0.38%
87SOUTHERN COSOMN104,877$9.5M0.38%
88PAYPAL HLDGS INCPYPL120,692$9.4M0.37%
89ILLINOIS TOOL WKS INC45230810934,734$9.1M0.36%
90FORTIVE CORPFTV114,124$9.0M0.36%
91SPDR S&P 500 ETF TRSPY15,433$8.9M0.35%
92VULCAN MATLS CO92916010933,994$8.5M0.34%
93SYNOPSYS INCSNPS16,633$8.4M0.33%
94AMERIPRISE FINL INC03076C10617,735$8.3M0.33%
95SHELL PLCRYDAF124,558$8.2M0.33%
96SCHWAB STRATEGIC TR808524607154,996$8.0M0.32%
97CHUBB LIMITEDCB27,590$8.0M0.32%
98COLGATE PALMOLIVE COCL75,068$7.8M0.31%
99EATON CORP PLCETN22,815$7.6M0.30%
100SHELL PLCRYDAF114,488$7.6M0.30%
101NETFLIX INCNFLX10,572$7.5M0.30%
102SCHWAB STRATEGIC TR808524805179,303$7.4M0.29%
103NORFOLK SOUTHN CORP65584410829,376$7.3M0.29%
104INVESCO QQQ TRIVZ14,820$7.2M0.29%
105CHEVRON CORP NEWCVX46,412$6.8M0.27%
106SELECT SECTOR SPDR TR81369Y80329,161$6.6M0.26%
107STRYKER CORPORATIONSYK18,144$6.6M0.26%
108PROLOGIS INC.PLDGP50,752$6.4M0.25%
109HOME DEPOT INCHD15,497$6.3M0.25%
110TJX COS INC NEW87254010952,084$6.1M0.24%
111SCHWAB STRATEGIC TR808524706209,127$6.1M0.24%
112SERVICENOW INCNOW6,750$6.0M0.24%
113SCHWAB STRATEGIC TR80852420185,582$5.8M0.23%
114DUPONT DE NEMOURS INCDD62,527$5.6M0.22%
115ACCENTURE PLC IRELANDACN15,729$5.6M0.22%
116ROPER TECHNOLOGIES INCROP9,729$5.4M0.22%
117PROCTER AND GAMBLE CO74271810929,900$5.2M0.21%
118BROOKFIELD CORP11271J10794,866$5.0M0.20%
119STARBUCKS CORPSBUX47,940$4.7M0.19%
120MONDELEZ INTL INC60920710563,429$4.7M0.19%
121DANAHER CORPORATION23585110214,875$4.1M0.16%
122ZSCALER INCZS23,858$4.1M0.16%
123NIKE INCNKE41,810$3.7M0.15%
124ILLINOIS TOOL WKS INC45230810913,784$3.6M0.14%
125META PLATFORMS INCMETA6,167$3.5M0.14%
126MASTERCARD INCORPORATEDMA7,084$3.5M0.14%
127BERKSHIRE HATHAWAY INC DELBRK-A5$3.5M0.14%
128GLOBE LIFE INCGL-PD32,578$3.5M0.14%
129INTERNATIONAL BUSINESS MACHSINTR14,755$3.3M0.13%
130SOUTHERN COSOMN34,513$3.1M0.12%
131ABBOTT LABSABLZF26,648$3.0M0.12%
132ADOBE INCADBE5,855$3.0M0.12%
133NEXTERA ENERGY INCNEE-PW35,411$3.0M0.12%
134LOCKHEED MARTIN CORPLMT4,953$2.9M0.12%
135YUM BRANDS INCYUM20,405$2.9M0.11%
136ALLSTATE CORPALL-PJ14,973$2.8M0.11%
137BERKSHIRE HATHAWAY INC DELBRK-A4$2.8M0.11%
138UNITED PARCEL SERVICE INCUPS18,952$2.6M0.10%
139EXXON MOBIL CORPXOM21,685$2.5M0.10%
140AMERICAN EXPRESS COAXP9,222$2.5M0.10%
141SYNOPSYS INCSNPS4,786$2.4M0.10%
142COMCAST CORP NEWCCZ57,426$2.4M0.10%
143ABBVIE INCABBV11,850$2.3M0.09%
144COCA COLA COKO32,365$2.3M0.09%
145BANK AMERICA CORP06050510454,825$2.2M0.09%
146SOLVENTUM CORPSOLV29,569$2.1M0.08%
147FIRST TR EXCH TRADED FD III33739P10332,215$2.0M0.08%
148CHEVRON CORP NEWCVX13,460$2.0M0.08%
149VANECK ETF TRUST92189F6767,586$1.9M0.07%
150PROCTER AND GAMBLE CO7427181099,540$1.7M0.07%
151CANADIAN PACIFIC KANSAS CITYCP18,376$1.6M0.06%
152ISHARES TR46435G26822,700$1.5M0.06%
153BANK NEW YORK MELLON CORP06405810018,931$1.4M0.05%
154AUTOMATIC DATA PROCESSING INADP4,852$1.3M0.05%
155MCDONALDS CORPMCD4,390$1.3M0.05%
156UNITED PARCEL SERVICE INCUPS9,461$1.3M0.05%
157NOVO-NORDISK A SNONOF10,604$1.3M0.05%
158PHILIP MORRIS INTL INC71817210910,139$1.2M0.05%
159BANK AMERICA CORP06050510428,635$1.1M0.05%
160AMPHENOL CORP NEW03209510117,386$1.1M0.05%
161ISHARES TR4642872001,933$1.1M0.04%
162LOWES COS INC5486611074,062$1.1M0.04%
163ISHARES TR4642878048,895$1.0M0.04%
164CATERPILLAR INCCAT2,643$1.0M0.04%
165VANGUARD BD INDEX FDS92203C30320,539$1.0M0.04%
166FEDEX CORPFDX3,675$1.0M0.04%
167VANGUARD INDEX FDS9229083631,890$997,2960.04%
168GILEAD SCIENCES INCGILD10,564$885,6860.04%
169OWENS CORNING NEWOC5,000$882,6000.04%
170ALTRIA GROUP INCMO16,803$857,6250.03%
171NOVARTIS AGNVSEF6,797$781,7910.03%
172ISHARES TR4642874659,165$766,4690.03%
173BROOKFIELD RENEWABLE CORPBEPC23,453$765,9750.03%
174ISHARES TR4642871505,783$726,4600.03%
175CORNING INCGLW15,946$719,9620.03%
176WHITE MTNS INS GROUP LTDG9618E107391$663,2140.03%
177BERKSHIRE HATHAWAY INC DELBRK-A1,400$644,3640.03%
178CSX CORPCSX18,517$639,3920.03%
179SPDR GOLD TRGLD2,591$629,7680.03%
1802023 ETF SERIES TRUST88339Y10222,991$629,0340.03%
181NORFOLK SOUTHN CORP6558441082,515$624,9780.02%
182QUEST DIAGNOSTICS INCDGX4,000$621,0000.02%
183CALIFORNIA RES CORPCRC11,737$615,8400.02%
184REGENERON PHARMACEUTICALSREGN575$604,4630.02%
185INTERCONTINENTAL EXCHANGE IN45866F1043,684$591,7980.02%
186BIOGEN INCBIIB2,956$572,9910.02%
187INTERNATIONAL PAPER CO46014610311,365$555,1800.02%
188UNITEDHEALTH GROUP INCUNH925$540,8290.02%
189VICTORY PORTFOLIOS II92647N52711,179$535,8090.02%
190PFIZER INCPFE17,262$499,5660.02%
191LINDE PLCLIN1,029$490,6890.02%
192CABOT CORPCBT4,300$480,6110.02%
193ISHARES TR4642876141,257$471,8910.02%
194VERTEX PHARMACEUTICALS INCVRTX1,000$465,0800.02%
195UBS GROUP AGUBS14,930$461,4860.02%
196ISHARES INC4642866814,737$453,5200.02%
197BRISTOL-MYERS SQUIBB COCELG-RI8,582$444,0330.02%
198PROSHARES TR74347B5817,070$437,3630.02%
199LABCORP HOLDINGS INCLH1,930$431,3160.02%
200DOW INCDOW7,814$426,8790.02%
201TESLA INCTSLA1,577$412,5910.02%
202VANGUARD INTL EQUITY INDEX F9220428588,498$406,6290.02%
203AEROVIRONMENT INCAVAV2,000$401,0000.02%
204VANGUARD TAX-MANAGED FDS9219438587,330$387,0970.02%
205QUALCOMM INCQCOM2,275$386,8640.02%
206AMGEN INCAMGN1,199$386,3300.02%
207WILEY JOHN & SONS INC9682232067,909$381,6090.02%
208ISHARES TR4642876481,335$379,1400.02%
209SPDR INDEX SHS FDS78463X84812,366$376,4210.01%
210PALANTIR TECHNOLOGIES INCPLTR9,961$370,5490.01%
211VISA INCV1,325$364,3090.01%
212ISHARES TR4642885215,867$361,2310.01%
213FIDELITY NATIONAL FINANCIALFNF5,461$338,9100.01%
214EVEREST GROUP LTDEG850$333,0560.01%
215VERIZON COMMUNICATIONS INCVZ7,276$326,7650.01%
216CVS HEALTH CORPCVS5,141$323,2660.01%
217PALANTIR TECHNOLOGIES INCPLTR8,430$313,5960.01%
218IQVIA HLDGS INCIQV1,321$313,0370.01%
219CINTAS CORPCTAS1,492$307,1730.01%
220MARSH & MCLENNAN COS INC5717481021,370$305,6330.01%
221SALESFORCE INCCRM1,109$303,5440.01%
222PROGRESSIVE CORP7433151031,180$299,4370.01%
223ISHARES TR4642873093,120$298,7400.01%
224ISHARES TR46432F3391,658$297,2790.01%
225FASTENAL COFAST4,100$292,8220.01%
226WALMART INCWMT3,584$289,3880.01%
227BLACKROCK INCBLK304$288,6510.01%
228ISHARES TR4642871682,087$281,8910.01%
229AIR PRODS & CHEMS INCAIIR921$274,2190.01%
230WELLS FARGO CO NEW9497461014,830$272,8590.01%
231HF SINCLAIR CORPDINO6,000$267,4200.01%
232VANGUARD STAR FDS9219097684,082$264,2690.01%
233KRAFT HEINZ COKHC7,523$264,1330.01%
234VANGUARD INDEX FDS922908769921$260,7240.01%
235CITIZENS FINL GROUP INCCIA6,347$260,6710.01%
236GE AEROSPACE3696043011,373$258,9780.01%
237GENERAL MTRS CO37045V1005,758$258,1890.01%
238CDW CORPCDW1,126$254,8140.01%
239ISHARES TR464287622810$254,6560.01%
240GENERAL DYNAMICS CORPGD842$254,4520.01%
241TRUIST FINL CORP89832Q1095,912$252,8560.01%
242CISCO SYS INCCSCO4,744$252,4760.01%
243SCHWAB CHARLES CORPSCHW-PJ3,890$252,1110.01%
244ROYAL BK CDA7800871022,015$251,3310.01%
245INVESCO EXCHANGE TRADED FD TIVZ3,500$246,8900.01%
246BAXTER INTL INC0718131096,490$246,4250.01%
247VANGUARD SPECIALIZED FUNDS9219088441,237$245,0000.01%
248JOHNSON & JOHNSONJNJ1,500$243,0900.01%
249CONSTELLATION ENERGY CORPCEG899$233,7580.01%
250AMERICAN TOWER CORP NEW03027X1001,000$232,5600.01%
251F N B CORP30252010116,452$232,1380.01%
252SELECT SECTOR SPDR TR81369Y8862,751$222,2260.01%
253OREILLY AUTOMOTIVE INC67103H107190$218,8040.01%
254ISHARES TR4642875561,492$217,2350.01%
255UNILEVER PLCUNLYF3,325$215,9920.01%
256BROADCOM INCAVGO1,250$215,6250.01%
257SPDR SER TR78464A6072,015$215,0610.01%
258VERISK ANALYTICS INCVRSK763$204,4530.01%
259UNION PAC CORPUNP800$197,1840.01%
260HONEYWELL INTL INC438516106900$186,0390.01%
261ALPHABET INCGOOG1,000$167,1900.01%
262ALPHABET INCGOOG1,000$165,8500.01%
263FISCALNOTE HOLDINGS INCNOTEW119,931$153,5120.01%
264ABBOTT LABSABLZF1,000$114,0100.00%
265NXP SEMICONDUCTORS N VNXPI300$72,0030.00%
2663M COMMM436$59,6010.00%
267DISNEY WALT CO254687106600$57,7140.00%
268DANAHER CORPORATION235851102100$27,8020.00%
269INTERNATIONAL PAPER CO460146103500$24,4250.00%
270APPLE INCAAPL100$23,3000.00%
271SELECT SECTOR SPDR TR81369Y886156$12,6020.00%
272SOLVENTUM CORPSOLV109$7,5990.00%