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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 2024 · Filed January 30, 2025 · Accession 0000859872-25-000001

Total Value
$2.48B
Positions
267
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO367,972$85.3M3.44%
2MICROSOFT CORPMSFT174,146$73.4M2.96%
3BROADCOM INCAVGO295,895$68.6M2.76%
4APPLE INCAAPL267,023$66.9M2.70%
5ELI LILLY & COLLY77,272$59.7M2.40%
6AMAZON COM INCAMZN270,733$59.4M2.39%
7ALPHABET INCGOOG309,085$58.5M2.36%
8BERKSHIRE HATHAWAY INC DELBRK-A128,126$58.1M2.34%
9PALO ALTO NETWORKS INCPANW283,390$51.6M2.08%
10DISNEY WALT CO254687106408,955$45.5M1.84%
11NVIDIA CORPORATIONNVDA326,166$43.8M1.77%
12PEPSICO INCPEP271,119$41.2M1.66%
13BERKSHIRE HATHAWAY INC DELBRK-A84,097$38.1M1.54%
14JPMORGAN CHASE & CO.VYLD152,308$36.5M1.47%
15SPDR S&P 500 ETF TRSPY60,704$35.6M1.43%
16UNION PAC CORPUNP151,980$34.7M1.40%
17COSTCO WHSL CORP NEW22160K10537,755$34.6M1.39%
18PALO ALTO NETWORKS INCPANW185,234$33.7M1.36%
19GOLDMAN SACHS GROUP INCGSCE55,611$31.8M1.28%
20INVESCO QQQ TRIVZ58,776$30.0M1.21%
21APPLE INCAAPL115,908$29.0M1.17%
22AMAZON COM INCAMZN130,774$28.7M1.16%
23MICROSOFT CORPMSFT67,949$28.6M1.15%
24ALPHABET INCGOOG149,497$28.3M1.14%
25INTUITIVE SURGICAL INCISRG53,696$28.0M1.13%
26UNION PAC CORPUNP121,995$27.8M1.12%
27HONEYWELL INTL INC438516106114,308$25.8M1.04%
28PEPSICO INCPEP167,671$25.5M1.03%
29NETFLIX INCNFLX28,447$25.4M1.02%
30SCHWAB STRATEGIC TR808524607961,708$24.9M1.00%
31DISNEY WALT CO254687106218,647$24.3M0.98%
32EATON CORP PLCETN72,570$24.1M0.97%
33THERMO FISHER SCIENTIFIC INCTMO45,875$23.9M0.96%
34ALPHABET INCGOOG121,523$23.1M0.93%
35RTX CORPORATIONRTX198,581$23.0M0.93%
36NXP SEMICONDUCTORS N VNXPI108,849$22.6M0.91%
37CHUBB LIMITEDCB80,865$22.3M0.90%
38COLGATE PALMOLIVE COCL242,948$22.1M0.89%
39BROOKFIELD CORP11271J107373,311$21.4M0.86%
40STRYKER CORPORATIONSYK59,025$21.3M0.86%
41HOME DEPOT INCHD54,245$21.1M0.85%
42SERVICENOW INCNOW19,272$20.4M0.82%
43JOHNSON & JOHNSONJNJ136,742$19.8M0.80%
44ELI LILLY & COLLY25,525$19.7M0.79%
45VULCAN MATLS CO92916010974,617$19.2M0.77%
46MERCK & CO INCMRK184,229$18.3M0.74%
47PAYPAL HLDGS INCPYPL213,103$18.2M0.73%
48GOLDMAN SACHS GROUP INCGSCE29,949$17.1M0.69%
49AMERICAN TOWER CORP NEW03027X10092,990$17.1M0.69%
50ACCENTURE PLC IRELANDACN47,951$16.9M0.68%
51CONSTELLATION BRANDS INCSTZ74,379$16.4M0.66%
52STARBUCKS CORPSBUX174,815$16.0M0.64%
53INTUITIVE SURGICAL INCISRG30,207$15.8M0.64%
54THERMO FISHER SCIENTIFIC INCTMO30,045$15.6M0.63%
55RTX CORPORATIONRTX134,973$15.6M0.63%
563M COMMM120,700$15.6M0.63%
57ALPHABET INCGOOG81,165$15.5M0.62%
58ROPER TECHNOLOGIES INCROP29,622$15.4M0.62%
59COSTCO WHSL CORP NEW22160K10516,732$15.3M0.62%
60JOHNSON & JOHNSONJNJ103,958$15.0M0.61%
61PROLOGIS INC.PLDGP139,045$14.7M0.59%
62DUPONT DE NEMOURS INCDD191,713$14.6M0.59%
63FORTIVE CORPFTV179,601$13.5M0.54%
64MASTERCARD INCORPORATEDMA25,174$13.3M0.53%
65JPMORGAN CHASE & CO.VYLD54,943$13.2M0.53%
66NXP SEMICONDUCTORS N VNXPI61,532$12.8M0.52%
67HONEYWELL INTL INC43851610656,533$12.8M0.51%
68ZSCALER INCZS70,304$12.7M0.51%
69MONDELEZ INTL INC609207105210,534$12.6M0.51%
70NVIDIA CORPORATIONNVDA90,664$12.2M0.49%
71SCHWAB STRATEGIC TR808524805657,151$12.2M0.49%
72META PLATFORMS INCMETA20,433$12.0M0.48%
73ABBOTT LABSABLZF102,454$11.6M0.47%
74YUM BRANDS INCYUM84,553$11.3M0.46%
75AMERICAN EXPRESS COAXP37,200$11.0M0.44%
76SCHWAB STRATEGIC TR808524706411,400$11.0M0.44%
77NIKE INCNKE136,144$10.3M0.42%
78PAYPAL HLDGS INCPYPL120,582$10.3M0.41%
79MERCK & CO INCMRK96,627$9.6M0.39%
80AMERIPRISE FINL INC03076C10617,735$9.4M0.38%
81DANAHER CORPORATION23585110240,956$9.4M0.38%
82NETFLIX INCNFLX10,508$9.4M0.38%
83COMCAST CORP NEWCCZ242,538$9.1M0.37%
84CONSTELLATION BRANDS INCSTZ40,429$8.9M0.36%
85EXXON MOBIL CORPXOM82,460$8.9M0.36%
86ILLINOIS TOOL WKS INC45230810934,734$8.8M0.35%
87ADOBE INCADBE19,546$8.7M0.35%
88VULCAN MATLS CO92916010933,590$8.6M0.35%
89SOUTHERN COSOMN104,887$8.6M0.35%
90NEXTERA ENERGY INCNEE-PW120,100$8.6M0.35%
91FORTIVE CORPFTV114,124$8.6M0.34%
92AMERICAN TOWER CORP NEW03027X10044,784$8.2M0.33%
93SYNOPSYS INCSNPS16,741$8.1M0.33%
94SHELL PLCRYDAF124,558$7.8M0.31%
95CHUBB LIMITEDCB27,372$7.6M0.30%
96EATON CORP PLCETN22,674$7.5M0.30%
97INVESCO QQQ TRIVZ14,242$7.3M0.29%
98SHELL PLCRYDAF115,562$7.2M0.29%
99SPDR S&P 500 ETF TRSPY12,264$7.2M0.29%
100SERVICENOW INCNOW6,724$7.1M0.29%
101NORFOLK SOUTHN CORP65584410829,376$6.9M0.28%
102CHEVRON CORP NEWCVX46,899$6.8M0.27%
103STRYKER CORPORATIONSYK18,144$6.5M0.26%
104SCHWAB STRATEGIC TR808524607249,312$6.4M0.26%
105COLGATE PALMOLIVE COCL70,568$6.4M0.26%
106TJX COS INC NEW87254010952,084$6.3M0.25%
107HOME DEPOT INCHD15,497$6.0M0.24%
108SCHWAB STRATEGIC TR808524201253,313$5.9M0.24%
109ACCENTURE PLC IRELANDACN15,729$5.5M0.22%
110BROOKFIELD CORP11271J10794,866$5.5M0.22%
111PROLOGIS INC.PLDGP50,522$5.3M0.22%
112SELECT SECTOR SPDR TR81369Y80322,354$5.2M0.21%
113ROPER TECHNOLOGIES INCROP9,729$5.1M0.20%
114PROCTER AND GAMBLE CO74271810929,900$5.0M0.20%
115DUPONT DE NEMOURS INCDD62,527$4.8M0.19%
116STARBUCKS CORPSBUX47,940$4.4M0.18%
117ZSCALER INCZS23,858$4.3M0.17%
118MONDELEZ INTL INC60920710563,429$3.8M0.15%
119REGENERON PHARMACEUTICALSREGN5,285$3.8M0.15%
120MASTERCARD INCORPORATEDMA7,057$3.7M0.15%
121GLOBE LIFE INCGL-PD32,578$3.6M0.15%
122META PLATFORMS INCMETA6,167$3.6M0.15%
123ILLINOIS TOOL WKS INC45230810913,757$3.5M0.14%
124DANAHER CORPORATION23585110214,875$3.4M0.14%
125BERKSHIRE HATHAWAY INC DELBRK-A5$3.4M0.14%
126INTERNATIONAL BUSINESS MACHSINTR14,548$3.2M0.13%
127NIKE INCNKE41,810$3.2M0.13%
128ABBOTT LABSABLZF26,648$3.0M0.12%
129SOUTHERN COSOMN34,513$2.8M0.11%
130YUM BRANDS INCYUM20,405$2.7M0.11%
131SCHWAB STRATEGIC TR808524805147,967$2.7M0.11%
132AMERICAN EXPRESS COAXP9,216$2.7M0.11%
133BERKSHIRE HATHAWAY INC DELBRK-A4$2.7M0.11%
134ALLSTATE CORPALL-PJ14,056$2.7M0.11%
135ADOBE INCADBE5,855$2.6M0.10%
136NEXTERA ENERGY INCNEE-PW35,411$2.5M0.10%
137BANK AMERICA CORP06050510454,825$2.4M0.10%
138LOCKHEED MARTIN CORPLMT4,954$2.4M0.10%
139UNITED PARCEL SERVICE INCUPS18,952$2.4M0.10%
140SELECT SECTOR SPDR TR81369Y80310,146$2.4M0.10%
141EXXON MOBIL CORPXOM21,685$2.3M0.09%
142SYNOPSYS INCSNPS4,786$2.3M0.09%
143SCHWAB STRATEGIC TR80852470686,081$2.3M0.09%
144ABBVIE INCABBV11,655$2.1M0.08%
145COMCAST CORP NEWCCZ54,853$2.1M0.08%
146COCA COLA COKO31,695$2.0M0.08%
147SOLVENTUM CORPSOLV29,522$2.0M0.08%
148CHEVRON CORP NEWCVX13,460$1.9M0.08%
149VANECK ETF TRUST92189F6767,162$1.7M0.07%
150PROCTER AND GAMBLE CO7427181099,264$1.6M0.06%
151ISHARES TR46435G26822,700$1.5M0.06%
152BANK NEW YORK MELLON CORP06405810018,931$1.5M0.06%
153AUTOMATIC DATA PROCESSING INADP4,852$1.4M0.06%
154CANADIAN PACIFIC KANSAS CITYCP18,376$1.3M0.05%
155MCDONALDS CORPMCD4,336$1.3M0.05%
156BANK AMERICA CORP06050510428,535$1.3M0.05%
157VANGUARD INDEX FDS9229083632,308$1.2M0.05%
158ISHARES TR4642872002,091$1.2M0.05%
159PHILIP MORRIS INTL INC71817210910,140$1.2M0.05%
160AMPHENOL CORP NEW03209510117,386$1.2M0.05%
161UNITED PARCEL SERVICE INCUPS9,395$1.2M0.05%
162ISHARES TR4642878049,411$1.1M0.04%
163REGENERON PHARMACEUTICALSREGN1,521$1.1M0.04%
164VANGUARD BD INDEX FDS92203C30321,642$1.1M0.04%
165FEDEX CORPFDX3,675$1.0M0.04%
166LOWES COS INC5486611074,101$1.0M0.04%
167CATERPILLAR INCCAT2,643$958,7750.04%
168NOVO-NORDISK A SNONOF10,604$912,1560.04%
169ALTRIA GROUP INCMO16,804$878,6810.04%
170OWENS CORNING NEWOC5,000$851,6000.03%
171GILEAD SCIENCES INCGILD9,064$837,2420.03%
172WHITE MTNS INS GROUP LTDG9618E107391$760,5180.03%
173CORNING INCGLW15,946$757,7540.03%
174PALANTIR TECHNOLOGIES INCPLTR9,948$752,3670.03%
175ISHARES TR4642871505,783$743,8090.03%
176ISHARES TR4642874659,165$692,9660.03%
177ISHARES TR4642876141,712$687,5520.03%
178NOVARTIS AGNVSEF6,797$661,4160.03%
179TESLA INCTSLA1,597$644,9320.03%
180BROOKFIELD RENEWABLE CORPBEPC23,262$643,4270.03%
181PALANTIR TECHNOLOGIES INCPLTR8,430$637,5610.03%
182BERKSHIRE HATHAWAY INC DELBRK-A1,400$634,5920.03%
183SPDR GOLD TRGLD2,591$627,3590.03%
184INTERNATIONAL PAPER CO46014610311,365$611,6640.02%
185CALIFORNIA RES CORPCRC11,737$609,0330.02%
186QUEST DIAGNOSTICS INCDGX4,000$603,4400.02%
187CSX CORPCSX18,517$597,5440.02%
188NORFOLK SOUTHN CORP6558441082,515$590,2710.02%
189INTERCONTINENTAL EXCHANGE IN45866F1043,684$548,9530.02%
190VICTORY PORTFOLIOS II92647N52711,545$530,6080.02%
191UNITEDHEALTH GROUP INCUNH928$469,4380.02%
192BRISTOL-MYERS SQUIBB COCELG-RI8,063$456,0430.02%
193UBS GROUP AGUBS14,930$452,6780.02%
194ISHARES INC4642866814,737$451,7200.02%
195PROSHARES TR74347B5817,070$447,2960.02%
196LINDE PLCLIN1,031$431,6490.02%
197LABCORP HOLDINGS INCLH1,846$423,3250.02%
198BIOGEN INCBIIB2,731$417,6250.02%
199VERTEX PHARMACEUTICALS INCVRTX1,000$402,7000.02%
200VISA INCV1,245$393,4700.02%
201CABOT CORPCBT4,300$392,6330.02%
202ISHARES TR4642876481,335$384,2400.02%
203VANGUARD INTL EQUITY INDEX F9220428588,498$374,2520.02%
204SALESFORCE INCCRM1,091$364,7540.01%
205WELLS FARGO CO NEW9497461015,108$358,8120.01%
206PFIZER INCPFE13,509$358,3940.01%
207VANGUARD TAX-MANAGED FDS9219438587,330$350,5210.01%
208QUALCOMM INCQCOM2,275$349,4860.01%
209SPDR INDEX SHS FDS78463X84812,496$349,1380.01%
210WILEY JOHN & SONS INC9682232067,909$345,7020.01%
2112023 ETF SERIES TRUST88339Y10212,399$345,3030.01%
212ISHARES TR4642885215,867$336,2380.01%
213WALMART INCWMT3,584$323,7920.01%
214ISHARES TR4642873093,120$316,7740.01%
215BLACKROCK INCBLK307$314,7090.01%
216AMGEN INCAMGN1,199$312,5070.01%
217EVEREST GROUP LTDEG850$308,0910.01%
218AEROVIRONMENT INCAVAV2,000$307,7800.01%
219GENERAL MTRS CO37045V1005,758$306,7290.01%
220FIDELITY NATIONAL FINANCIALFNF5,461$306,5810.01%
221DOW INCDOW7,624$305,9510.01%
222ISHARES TR46432F3391,658$295,2570.01%
223MARSH & MCLENNAN COS INC5717481021,370$291,0020.01%
224BROADCOM INCAVGO1,250$289,8000.01%
225SCHWAB CHARLES CORPSCHW-PJ3,890$287,8990.01%
226VERIZON COMMUNICATIONS INCVZ7,116$284,5690.01%
227PROGRESSIVE CORP7433151031,180$282,7400.01%
228CITIZENS FINL GROUP INCCIA6,347$277,7450.01%
229CISCO SYS INCCSCO4,644$274,9250.01%
230ISHARES TR4642871682,087$274,0020.01%
231AIR PRODS & CHEMS INCAIIR921$267,1270.01%
232VANGUARD INDEX FDS922908769922$267,0660.01%
233ISHARES TR464287622810$260,9500.01%
234IQVIA HLDGS INCIQV1,321$259,5900.01%
235TRUIST FINL CORP89832Q1095,912$256,4630.01%
236F N B CORP30252010116,452$243,1610.01%
237ROYAL BK CDA7800871022,015$242,8280.01%
238VANGUARD SPECIALIZED FUNDS9219088441,237$242,2420.01%
239VANGUARD STAR FDS9219097684,082$240,5520.01%
240EXELIXIS INCEXEL7,000$233,1000.01%
241KRAFT HEINZ COKHC7,523$231,0310.01%
242INVESCO EXCHANGE TRADED FD TIVZ3,500$230,2650.01%
243GE AEROSPACE3696043011,373$229,0600.01%
244OREILLY AUTOMOTIVE INC67103H107190$225,3020.01%
245FASTENAL COFAST3,100$222,9210.01%
246GENERAL DYNAMICS CORPGD840$221,3320.01%
247CVS HEALTH CORPCVS4,918$220,7690.01%
248JOHNSON & JOHNSONJNJ1,500$216,9300.01%
249HF SINCLAIR CORPDINO6,000$210,3000.01%
250VERISK ANALYTICS INCVRSK763$210,1530.01%
251SELECT SECTOR SPDR TR81369Y8862,751$208,2230.01%
252COINBASE GLOBAL INCCOIN837$207,8270.01%
253HONEYWELL INTL INC438516106900$203,3010.01%
254ENTERPRISE PRODS PARTNERS L2937921076,468$202,8360.01%
255CONSTELLATION ENERGY CORPCEG899$201,1150.01%
256ALPHABET INCGOOG1,000$190,4400.01%
257ALPHABET INCGOOG1,000$189,3000.01%
258AMERICAN TOWER CORP NEW03027X1001,000$183,4100.01%
259UNION PAC CORPUNP800$182,4320.01%
260FISCALNOTE HOLDINGS INCNOTEW119,931$128,3260.01%
261ABBOTT LABSABLZF1,000$113,1100.00%
262DISNEY WALT CO254687106600$66,8100.00%
2633M COMMM436$56,2830.00%
264INTERNATIONAL PAPER CO460146103500$26,9100.00%
265APPLE INCAAPL100$25,0420.00%
266DANAHER CORPORATION235851102100$22,9550.00%
267SOLVENTUM CORPSOLV109$7,2010.00%