United Asset Strategies, Inc.
Sector Allocation
- Technology33.8%$478.3M
- Other15.9%$224.4M
- Financials12.4%$175.5M
- Consumer Discretionary8.9%$125.8M
- Healthcare7.3%$103.1M
- Industrials7.2%$102.2M
- Consumer Staples4.6%$65.4M
- Utilities3.1%$43.6M
- Energy2.7%$38.2M
- Materials2.0%$28.8M
AUM History
13fpro.ai/research/fund/united-asset-strategies-inc-1539948
Conviction and streaks
Concentrating · top 10 = 34.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$84.8MAAPL
$82.5MGOOGL
$71.1MAMZN
$57.8MMSFT
$48.8MAVGO
$31.6M- ISHARES$31.4M
- SELECT$29.7M
META
$29.4MASML
$25.8M- SPDR$25.0M
WT
$24.8MPANW
$22.2MMA
$22.1MPH
$20.1MBAC
$19.3MGWW
$19.1M- VANGUARD$18.9M
MRK
$18.5MSCHW
$18.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/united-asset-strategies-inc-1539948
United Asset Strategies, Inc. 13F holdings — Q2 2026
$1.4B portfolio (+12.6% QoQ) · 259 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
$84.8M
6.0% of stocks
+8%This quarter+6.1%Since filed10+ qtrsHeld$82.5M
5.8% of stocks
+26%This quarter+8.4%Since filed10+ qtrsHeld$71.1M
5.0% of stocks
-3%This quarter-10.4%Since filed10+ qtrsHeld$57.8M
4.1% of stocks
+0.9%This quarter+0.7%Since filed10+ qtrsHeld$48.8M
3.5% of stocks
+18%This quarter+36.2%Since filed10+ qtrsHeld$31.6M
2.2% of stocks
+8%This quarter-14.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row- 7
ISHARES TR - ISHARES SEMICDTR
$31.4M
2.2% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$29.7M
2.1% of stocks
-33%This quarter—Since filed—HeldAIQuality—Est. buy— $29.4M
2.1% of stocks
+3%This quarter-4.0%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$25.8M
1.8% of stocks
-21%This quarter-7.8%Since filed7 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — United Asset Strategies, Inc. (Q2 2026)
259 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $25.0M | 1.8% | 434K | +1% | — | — | 13F |
| 12 | WisdomTree, Inc. | Financials | $24.8M | 1.8% | 492K | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Palo Alto Networks Inc | Technology | $22.2M | 1.6% | 65K | -39% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Mastercard Inc | Financials | $22.1M | 1.6% | 43K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Parker-Hannifin Corp | Industrials | $20.1M | 1.4% | 21K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BANK OF AMERICA CORP /DE/ | Financials | $19.3M | 1.4% | 339K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | W.W. GRAINGER, INC. | Consumer Discretionary | $19.1M | 1.4% | 14K | +0.8% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETFetf/fund | — | $18.9M | 1.3% | 403K | -4% | — | — | 13F |
| 19 | Merck & Co., Inc. | Healthcare | $18.5M | 1.3% | 144K | -32% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SCHWAB CHARLES CORP | Financials | $18.1M | 1.3% | 196K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Edwards Lifesciences Corp | Healthcare | $17.4M | 1.2% | 193K | -0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | KINDER MORGAN, INC. | Energy | $17.3M | 1.2% | 540K | +6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ECOLAB INC. | Materials | $16.1M | 1.1% | 58K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $15.8M | 1.1% | 31K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JPMORGAN CHASE & CO | Financials | $15.6M | 1.1% | 48K | -37% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LMT | LOCKHEED MARTIN CORP | Industrials | $15.5M | 1.1% | 30K | +2% | |||
| 27 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $15.4M | 1.1% | 176K | -2% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $14.8M | 1.0% | 58K | +1% | |||
| 29 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $14.6M | 1.0% | 143K | -0.3% | |||
| 30 | $NOW | ServiceNow, Inc. | Technology | $14.4M | 1.0% | 145K | +15% | |||
| 31 | $DUK | Duke Energy CORP | Utilities | $14.1M | 1.0% | 112K | +0.0% | |||
| 32 | $MNST | Monster Beverage Corp | Consumer Staples | $14.0M | 1.0% | 146K | -4% | |||
| 33 | $ETN | Eaton Corp plc | Industrials | $13.9M | 1.0% | 33K | -0.9% | |||
| 34 | $CSGP | COSTAR GROUP, INC. | Industrials | $13.8M | 1.0% | 489K | New | |||
| 35 | $PM | Philip Morris International Inc. | Consumer Staples | $12.9M | 0.9% | 72K | +2% | |||
| 36 | $SPGI | S&P Global Inc. | Financials | $12.6M | 0.9% | 31K | +843% | |||
| 37 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $12.1M | 0.8% | 132K | +4% | |||
| 38 | $APH | AMPHENOL CORP /DE/ | Technology | $12.0M | 0.8% | 68K | +1408% | |||
| 39 | $AMGN | AMGEN INC | Healthcare | $11.8M | 0.8% | 33K | +0.4% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $11.3M | 0.8% | 32K | +2% | |||
| 41 | — | VALUED ADVISERS TR - REGAN FLTG RATE | — | $10.9M | 0.8% | 424K | +137% | |||
| 42 | $LNG | Cheniere Energy, Inc. | Energy | $10.9M | 0.8% | 46K | +57% | |||
| 43 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $10.3M | 0.7% | 138K | +2% | |||
| 44 | $C | CITIGROUP INC | Financials | $9.5M | 0.7% | 68K | -47% | |||
| 45 | $MCK | MCKESSON CORP | Consumer Staples | $8.6M | 0.6% | 11K | +1.0% | |||
| 46 | — | ISHARES TR - RUS 2000 VAL ETF | — | $8.5M | 0.6% | 39K | -0.4% | |||
| 47 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $8.5M | 0.6% | 103K | -23% | |||
| 48 | $ETR | ENTERGY CORP /DE/ | Utilities | $8.0M | 0.6% | 70K | +0.1% | |||
| 49 | $APD | Air Products & Chemicals, Inc. | Materials | $7.8M | 0.6% | 26K | -0.1% | |||
| 50 | $APP | AppLovin Corp | Technology | $7.7M | 0.5% | 15K | New | |||
| 51 | — | SPDR SERIES TRUST - ST STR PFD ETF | — | $7.7M | 0.5% | 251K | New | |||
| 52 | $WM | WASTE MANAGEMENT INC | Utilities | $7.5M | 0.5% | 34K | +6% | |||
| 53 | $DE | DEERE & CO | Industrials | $7.0M | 0.5% | 11K | +0.7% | |||
| 54 | $DIS | Walt Disney Co | Communication Services | $6.7M | 0.5% | 69K | +2% | |||
| 55 | $PEP | PEPSICO INC | Consumer Staples | $6.5M | 0.5% | 48K | +66% | |||
| 56 | $VTR | Ventas, Inc. | Real Estate | $6.3M | 0.4% | 71K | -0.9% | |||
| 57 | $LNT | ALLIANT ENERGY CORP | Utilities | $6.1M | 0.4% | 80K | +0.7% | |||
| 58 | $DHR | DANAHER CORP /DE/ | Healthcare | $6.1M | 0.4% | 32K | +2% | |||
| 59 | — | ISHARES TR - EAFE VALUE ETF | — | $6.0M | 0.4% | 78K | -0.3% | |||
| 60 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.7M | 0.4% | 13K | +2% | |||
| 61 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $5.6M | 0.4% | 68K | +76% | |||
| 62 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $5.5M | 0.4% | 51K | +1% | |||
| 63 | $GLD | SPDR GOLD TRUST | Financials | $5.4M | 0.4% | 15K | -26% | |||
| 64 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $5.3M | 0.4% | 7,348 | -7% | |||
| 65 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.3M | 0.4% | 9,118 | -31% | |||
| 66 | $LLY | ELI LILLY & Co | Healthcare | $5.0M | 0.3% | 4,174 | -3% | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $5.0M | 0.3% | 42K | -0.7% | |||
| 68 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.8M | 0.3% | 35K | -37% | |||
| 69 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $4.6M | 0.3% | 108K | +58% | |||
| 70 | $V | VISA INC. | Financials | $4.6M | 0.3% | 13K | -1% | |||
| 71 | $RTX | RTX Corp | Industrials | $4.5M | 0.3% | 24K | +24% | |||
| 72 | $TMUS | T-Mobile US, Inc. | Communication Services | $4.5M | 0.3% | 27K | -5% | |||
| 73 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $4.3M | 0.3% | 29K | +74% | |||
| 74 | $LPLA | LPL Financial Holdings Inc. | Financials | $4.1M | 0.3% | 14K | +5% | |||
| 75 | $OZ | Belpointe PREP, LLC | Real Estate | $4.0M | 0.3% | 89K | -0.7% | |||
| 76 | — | SPDR SERIES TRUST - ST STR P400MID | — | $3.8M | 0.3% | 56K | +6% | |||
| 77 | $ABBV | AbbVie Inc. | Healthcare | $3.7M | 0.3% | 15K | +46% | |||
| 78 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $3.4M | 0.2% | 63K | -58% | |||
| 79 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $3.3M | 0.2% | 66K | +6% | |||
| 80 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.3M | 0.2% | 6,623 | +2% | |||
| 81 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.3M | 0.2% | 12K | +2% | |||
| 82 | $RMD | RESMED INC | Healthcare | $3.2M | 0.2% | 17K | +4% | |||
| 83 | $GOOG | Alphabet Inc. | Technology | $3.2M | 0.2% | 9,014 | -11% | |||
| 84 | $CAT | CATERPILLAR INC | Industrials | $3.2M | 0.2% | 2,971 | +29% | |||
| 85 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.0M | 0.2% | 4,041 | -0.4% | |||
| 86 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.8M | 0.2% | 66K | +4% | |||
| 87 | $CCL | Carnival Corp Ltd. | Industrials | $2.8M | 0.2% | 97K | New | |||
| 88 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.8M | 0.2% | 19K | -2% | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $2.7M | 0.2% | 24K | -8% | |||
| 90 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.7M | 0.2% | 10K | -2% | |||
| 91 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.6M | 0.2% | 2,816 | -5% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $2.6M | 0.2% | 14K | -5% | |||
| 93 | $J | JACOBS SOLUTIONS INC. | Industrials | $2.6M | 0.2% | 20K | +3% | |||
| 94 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $2.5M | 0.2% | 16K | +5% | |||
| 95 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.3M | 0.2% | 6,106 | -24% | |||
| 96 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $2.3M | 0.2% | 11K | +25% | |||
| 97 | $NFLX | NETFLIX INC | Communication Services | $2.3M | 0.2% | 32K | +20% | |||
| 98 | $MU | MICRON TECHNOLOGY INC | Technology | $2.2M | 0.2% | 1,942 | -45% | |||
| 99 | $ANET | Arista Networks, Inc. | Technology | $2.2M | 0.1% | 13K | +18% | |||
| 100 | — | ISHARES TR - CORE US AGGBD ET | — | $2.1M | 0.1% | 22K | +1% | |||
| 101 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.1M | 0.1% | 2,850 | +5% | |||
| 102 | $FTNT | Fortinet, Inc. | Technology | $2.1M | 0.1% | 14K | -14% | |||
| 103 | — | ISHARES TR - 1 3 YR TREAS BD | — | $2.1M | 0.1% | 26K | -7% | |||
| 104 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $2.1M | 0.1% | 20K | -1% | |||
| 105 | $TROW | PRICE T ROWE GROUP INC | Financials | $2.0M | 0.1% | 18K | -2% | |||
| 106 | $SYY | SYSCO CORP | Consumer Discretionary | $1.9M | 0.1% | 22K | +4% | |||
| 107 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.8M | 0.1% | 6,196 | +27% | |||
| 108 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.1% | 22K | +2% | |||
| 109 | $FE | FIRSTENERGY CORP | Utilities | $1.8M | 0.1% | 38K | -5% | |||
| 110 | $NEE | NEXTERA ENERGY INC | Utilities | $1.7M | 0.1% | 20K | +0.0% | |||
| 111 | — | ISHARES TR - 7-10 YR TRSY BD | — | $1.7M | 0.1% | 18K | +3% | |||
| 112 | $PAYX | PAYCHEX INC | Technology | $1.7M | 0.1% | 17K | -0.4% | |||
| 113 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.7M | 0.1% | 32K | -5% | |||
| 114 | $NUE | NUCOR CORP | Materials | $1.7M | 0.1% | 7,546 | -37% | |||
| 115 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.7M | 0.1% | 7,495 | +6% | |||
| 116 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.6M | 0.1% | 2,353 | +136% | |||
| 117 | $DELL | Dell Technologies Inc. | Technology | $1.6M | 0.1% | 3,653 | New | |||
| 118 | $DDOG | Datadog, Inc. | Technology | $1.5M | 0.1% | 5,929 | -26% | |||
| 119 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $1.5M | 0.1% | 29K | -3% | |||
| 120 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $1.5M | 0.1% | 2,336 | New | |||
| 121 | $LRCX | LAM RESEARCH CORP | Technology | $1.4M | 0.1% | 3,329 | -7% | |||
| 122 | — | PROSHARES TR - RUSS 2000 DIVD | — | $1.4M | 0.1% | 19K | +3% | |||
| 123 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.4M | 0.1% | 2,882 | -3% | |||
| 124 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.4M | 0.1% | 23K | +84% | |||
| 125 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.4M | 0.1% | 12K | -29% | |||
| 126 | $VRT | Vertiv Holdings Co | Technology | $1.4M | 0.1% | 4,206 | +5% | |||
| 127 | $VST | Vistra Corp. | Utilities | $1.4M | 0.1% | 8,874 | +1% | |||
| 128 | $PYPL | PayPal Holdings, Inc. | Financials | $1.4M | 0.1% | 33K | -37% | |||
| 129 | $ADBE | ADOBE INC. | Technology | $1.3M | 0.1% | 6,576 | -86% | |||
| 130 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.3M | 0.1% | 18K | -4% | |||
| 131 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.3M | 0.1% | 25K | +0.8% | |||
| 132 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.1% | 11K | +1% | |||
| 133 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.3M | 0.1% | 922 | -7% | |||
| 134 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $1.3M | 0.1% | 12K | -2% | |||
| 135 | $AXP | AMERICAN EXPRESS CO | Financials | $1.2M | 0.1% | 3,695 | +0.2% | |||
| 136 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $1.2M | 0.1% | 6,342 | -9% | |||
| 137 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.1% | 7,236 | +238% | |||
| 138 | $GE | GENERAL ELECTRIC CO | Industrials | $1.1M | 0.1% | 2,894 | +4% | |||
| 139 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $1.1M | 0.1% | 10K | +58% | |||
| 140 | $CVX | CHEVRON CORP | Energy | $1.0M | 0.1% | 6,247 | -89% | |||
| 141 | $CB | Chubb Ltd | Financials | $1.0M | 0.1% | 3,002 | +2% | |||
| 142 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.0M | 0.1% | 2,542 | -0.7% | |||
| 143 | $ORCL | ORACLE CORP | Technology | $1.0M | 0.1% | 6,872 | -4% | |||
| 144 | $EMR | EMERSON ELECTRIC CO | Industrials | $998K | 0.1% | 6,971 | +2% | |||
| 145 | $TRGP | Targa Resources Corp. | Energy | $987K | 0.1% | 3,680 | +0.4% | |||
| 146 | — | ANGEL OAK FUNDS TRUST - MORTGAGE BACKED | — | $986K | 0.1% | 114K | +0.4% | |||
| 147 | $ES | EVERSOURCE ENERGY | Utilities | $983K | 0.1% | 14K | +2% | |||
| 148 | $CTAS | CINTAS CORP | Consumer Discretionary | $983K | 0.1% | 5,777 | -2% | |||
| 149 | $PWR | QUANTA SERVICES, INC. | Industrials | $979K | 0.1% | 1,360 | -4% | |||
| 150 | $NDSN | NORDSON CORP | Industrials | $976K | 0.1% | 3,235 | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 20 new, 129 added to, 98 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (20)
$CSGPCOSTAR GROUP, INC.$13.8M
first bought this quarter
$APPAppLovin Corp$7.7M
first bought this quarter
- SPDR SERIES TRUST - ST STR PFD ETF$7.7M
first bought this quarter
$CCLCarnival Corp Ltd.$2.8M
first bought this quarter
$DELLDell Technologies Inc.$1.6M
first bought this quarter
- SPDR SERIES TRUST - ST STR SP SEMI$1.5M
first bought this quarter
+14 more in the Excel export
Added to (129)
now $82.5M · held 10+ qtrs
$SPGIS&P Global Inc.+843%
now $12.6M · held 10+ qtrs
$APHAMPHENOL CORP /DE/+1408%
now $12.0M · held 2 qtrs, 2 adds in a row
now $48.8M · held 10+ qtrs, 3 adds in a row
- VALUED ADVISERS TR - REGAN FLTG RATE+137%
now $10.9M
now $84.8M · held 10+ qtrs
+123 more in the Excel export
Trimmed (98)
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-33%
now $29.7M
now $22.2M · held 10+ qtrs
$JPMJPMORGAN CHASE & CO-37%
now $15.6M · held 10+ qtrs
$CCITIGROUP INC-47%
now $9.5M · held 6 qtrs
now $18.5M · held 10+ qtrs, 2 trims in a row
$CVXCHEVRON CORP-89%
now $1.0M · held 10+ qtrs
+92 more in the Excel export
Holdings by quarter
Every 13F United Asset Strategies, Inc. has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow United Asset Strategies?
Q2 2026 13F filed with the SEC on Jul 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of United Asset Strategies's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+4.5%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 24% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
United Asset Strategies, Inc. disclosed 259 positions worth $1.4B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 6.0% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 20 new positions and exited 18 — including a new stake in $CSGP and a full exit from $JKHY. The portfolio is most concentrated in Technology (33.8% of disclosed assets). All figures are sourced directly from United Asset Strategies, Inc.’s Form 13F-HR filing with the SEC under CIK 1539948.
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