United Asset Strategies, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1539948
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.4B
Holdings
259
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOG. 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 (33.5% of disclosed assets). All figures are sourced directly from United Asset Strategies, Inc.’s Form 13F-HR filing with the SEC under CIK 1539948.
AI Fund Analysis
Concentrating
$NVDA6.0% weight
Held 10 quarters
$AAPL5.8% weight
Held 10 quarters
$GOOG5.0% weight
Held 10 quarters
$AMZN4.1% weight
Held 10 quarters
$MSFT3.5% weight
Held 10 quarters
$MA9 quarters accumulating
$NOW9 quarters accumulating
$DIS9 quarters accumulating
SPDR SERIES TRUST - ST STR
8 quarters accumulating
$ECL7 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$84.8M423,723 sh - 76.1#112
Quality
$82.5M285,208 sh - 80.2#45
Quality
$71.1M198,907 sh - 74.6
Quality
$57.8M242,330 sh - 83.7
Quality
$48.8M130,692 sh - 86.4
Quality
$31.6M83,581 sh ISHARES TR - ISHARES SEMICDTR
—Quality
$31.4M48,982 shSELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$29.7M155,687 sh- 80.9
Quality
$29.4M52,134 sh - —
Quality
$25.8M12,987 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $84.8M | 423,723 |
| Apple Inc.$AAPL | 76.1#112 | $82.5M | 285,208 |
| Alphabet Inc.$GOOG | 80.2#45 | $71.1M | 198,907 |
| AMAZON COM INC$AMZN | 74.6 | $57.8M | 242,330 |
| MICROSOFT CORP$MSFT | 83.7 | $48.8M | 130,692 |
 Broadcom Inc.$AVGO | 86.4 | $31.6M | 83,581 |
| ISHARES TR - ISHARES SEMICDTR | — | $31.4M | 48,982 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $29.7M | 155,687 |
 Meta Platforms, Inc.$META | 80.9 | $29.4M | 52,134 |
 ASML HOLDING NV$ASML | — | $25.8M | 12,987 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of United Asset Strategies, Inc.'s 259 positions.
Showing top 10 of 259 holdings.
Sector Allocation
Technology
$474.4M
Other
$227.2M
Financials
$175.5M
Industrials
$130.9M
Consumer Discretionary
$123.9M
Healthcare
$81.3M
Consumer Staples
$61.0M
Utilities
$43.6M
Full Holdings — United Asset Strategies, Inc. (Q2 2026)
All 259 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $84.8M | 6.0% | +8% | 90.2 |
| 2 | $AAPL | Apple Inc. | $82.5M | 5.8% | +26% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $71.1M | 5.0% | -3% | 80.2 |
| 4 | $AMZN | AMAZON COM INC | $57.8M | 4.1% | +1% | 74.6 |
| 5 | $MSFT | MICROSOFT CORP | $48.8M | 3.5% | +18% | 83.7 |
| 6 | $AVGO | Broadcom Inc. | $31.6M | 2.2% | +8% | 86.4 |
| 7 | — | ISHARES TR - ISHARES SEMICDTR | $31.4M | 2.2% | -17% | — |
| 8 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $29.7M | 2.1% | -33% | — |
| 9 | $META | Meta Platforms, Inc. | $29.4M | 2.1% | +3% | 80.9 |
| 10 | $ASML | ASML HOLDING NV | $25.8M | 1.8% | -21% | — |
| 11 | — | SPDR SERIES TRUST - ST STR SP600 SML | $25.0M | 1.8% | +1% | — |
| 12 |  $WT | WisdomTree, Inc. | $24.8M | 1.8% | +2% | 62.9 |
| 13 |  $PANW | Palo Alto Networks Inc | $22.2M | 1.6% | -39% | 66.5 |
| 14 | $MA | Mastercard Inc | $22.1M | 1.6% | +2% | 81.7 |
| 15 |  $PH | Parker-Hannifin Corp | $20.1M | 1.4% | +2% | 73.8 |
| 16 |  $BAC | BANK OF AMERICA CORP /DE/ | $19.3M | 1.4% | +1% | 68.4 |
| 17 |  $GWW | W.W. GRAINGER, INC. | $19.1M | 1.4% | +1% | 69.5 |
| 18 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $18.9M | 1.3% | -4% | — |
| 19 |  $MRK | Merck & Co., Inc. | $18.5M | 1.3% | -32% | 70.9 |
| 20 |  $SCHW | SCHWAB CHARLES CORP | $18.1M | 1.3% | -0% | 77.2 |
| 21 |  $EW | Edwards Lifesciences Corp | $17.4M | 1.2% | -1% | 67.6 |
| 22 |  $KMI | KINDER MORGAN, INC. | $17.3M | 1.2% | +6% | 74.6 |
| 23 | $ECL | ECOLAB INC. | $16.1M | 1.1% | +2% | 64.3 |
| 24 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $15.8M | 1.1% | +1% | 63.7 |
| 25 |  $JPM | JPMORGAN CHASE & CO | $15.6M | 1.1% | -37% | 35.6 |
| 26 |  $LMT | LOCKHEED MARTIN CORP | $15.5M | 1.1% | +2% | 65 |
| 27 | — | SPDR SERIES TRUST - ST STR P500ETF | $15.4M | 1.1% | -2% | — |
| 28 |  $JNJ | JOHNSON & JOHNSON | $14.8M | 1.0% | +1% | 72.8 |
| 29 |  $SBUX | STARBUCKS CORP | $14.6M | 1.0% | -0% | 54.6 |
| 30 | $NOW | ServiceNow, Inc. | $14.4M | 1.0% | +15% | 76 |
| 31 |  $DUK | Duke Energy CORP | $14.1M | 1.0% | +0% | 64 |
| 32 |  $MNST | Monster Beverage Corp | $14.0M | 1.0% | -4% | 77 |
| 33 |  $ETN | Eaton Corp plc | $13.9M | 1.0% | -1% | — |
| 34 |  $CSGP | COSTAR GROUP, INC. | $13.8M | 1.0% | NEW | 49.5 |
| 35 |  $PM | Philip Morris International Inc. | $12.9M | 0.9% | +2% | 80.5 |
| 36 |  $SPGI | S&P Global Inc. | $12.6M | 0.9% | +843% | 79.4 |
| 37 |  $CL | COLGATE PALMOLIVE CO | $12.1M | 0.8% | +4% | 72.4 |
| 38 |  $APH | AMPHENOL CORP /DE/ | $12.0M | 0.8% | +1408% | 80.5 |
| 39 |  $AMGN | AMGEN INC | $11.8M | 0.8% | +0% | 79.5 |
| 40 |  $HD | HOME DEPOT, INC. | $11.3M | 0.8% | +2% | 69.2 |
| 41 | — | VALUED ADVISERS TR - REGAN FLTG RATE | $10.9M | 0.8% | +137% | — |
| 42 |  $LNG | Cheniere Energy, Inc. | $10.9M | 0.8% | +57% | 48.4 |
| 43 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $10.3M | 0.7% | +2% | 59.5 |
| 44 |  $C | CITIGROUP INC | $9.5M | 0.7% | -47% | 54.8 |
| 45 |  $MCK | MCKESSON CORP | $8.6M | 0.6% | +1% | 63.7 |
| 46 | — | ISHARES TR - RUS 2000 VAL ETF | $8.5M | 0.6% | -0% | — |
| 47 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $8.5M | 0.6% | -23% | — |
| 48 |  $ETR | ENTERGY CORP /DE/ | $8.0M | 0.6% | +0% | 65.1 |
| 49 |  $APD | Air Products & Chemicals, Inc. | $7.8M | 0.6% | -0% | 41.2 |
| 50 |  $APP | AppLovin Corp | $7.7M | 0.5% | NEW | 86.8 |
| 51 | — | SPDR SERIES TRUST - ST STR PFD ETF | $7.7M | 0.5% | NEW | — |
| 52 |  $WM | WASTE MANAGEMENT INC | $7.5M | 0.5% | +6% | 70.7 |
| 53 |  $DE | DEERE & CO | $7.0M | 0.5% | +1% | 57.4 |
| 54 | $DIS | Walt Disney Co | $6.7M | 0.5% | +2% | 68.9 |
| 55 |  $PEP | PEPSICO INC | $6.5M | 0.5% | +66% | 62.7 |
| 56 |  $VTR | Ventas, Inc. | $6.3M | 0.4% | -1% | 70.3 |
| 57 |  $LNT | ALLIANT ENERGY CORP | $6.1M | 0.4% | +1% | 56.7 |
| 58 |  $DHR | DANAHER CORP /DE/ | $6.1M | 0.4% | +2% | 63.9 |
| 59 | — | ISHARES TR - EAFE VALUE ETF | $6.0M | 0.4% | -0% | — |
| 60 |  $TSLA | Tesla, Inc. | $5.7M | 0.4% | +2% | 50.1 |
| 61 |  $WFC | WELLS FARGO & COMPANY/MN | $5.6M | 0.4% | +76% | — |
| 62 |  $UPS | UNITED PARCEL SERVICE INC | $5.5M | 0.4% | +1% | 58.2 |
| 63 |  $GLD | SPDR GOLD TRUST | $5.4M | 0.4% | -26% | — |
| 64 |  $AMAT | APPLIED MATERIALS INC /DE | $5.3M | 0.4% | -7% | 74.8 |
| 65 |  $AMD | ADVANCED MICRO DEVICES INC | $5.3M | 0.4% | -31% | 78.8 |
| 66 |  $LLY | ELI LILLY & Co | $5.0M | 0.3% | -3% | 89.3 |
| 67 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $5.0M | 0.3% | -1% | — |
| 68 |  $XOM | EXXON MOBIL CORP | $4.8M | 0.3% | -37% | 61.8 |
| 69 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $4.6M | 0.3% | +58% | — |
| 70 |  $V | VISA INC. | $4.6M | 0.3% | -1% | 83.5 |
| 71 |  $RTX | RTX Corp | $4.5M | 0.3% | +24% | 70 |
| 72 |  $TMUS | T-Mobile US, Inc. | $4.5M | 0.3% | -5% | 72.7 |
| 73 |  $RJF | RAYMOND JAMES FINANCIAL INC | $4.3M | 0.3% | +74% | 63.8 |
| 74 |  $LPLA | LPL Financial Holdings Inc. | $4.1M | 0.3% | +5% | 61.8 |
| 75 |  $OZ | Belpointe PREP, LLC | $4.0M | 0.3% | -1% | 34.8 |
| 76 | — | SPDR SERIES TRUST - ST STR P400MID | $3.8M | 0.3% | +6% | — |
| 77 |  $ABBV | AbbVie Inc. | $3.7M | 0.3% | +46% | 59.3 |
| 78 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $3.4M | 0.2% | -58% | — |
| 79 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $3.3M | 0.2% | +6% | — |
| 80 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.3M | 0.2% | +2% | 64.5 |
| 81 |  $MCD | MCDONALDS CORP | $3.3M | 0.2% | +2% | 73.9 |
| 82 |  $RMD | RESMED INC | $3.2M | 0.2% | +4% | 79.8 |
| 83 |  $GOOGL | Alphabet Inc. | $3.2M | 0.2% | -11% | 80.2 |
| 84 |  $CAT | CATERPILLAR INC | $3.2M | 0.2% | +29% | 67.8 |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.0M | 0.2% | -0% | — |
| 86 |  $VZ | VERIZON COMMUNICATIONS INC | $2.8M | 0.2% | +4% | 71.6 |
| 87 | — | CARNIVAL CORP LTD - COMMON SHARES | $2.8M | 0.2% | NEW | — |
| 88 |  $PG | PROCTER & GAMBLE Co | $2.8M | 0.2% | -2% | 72.9 |
| 89 |  $IVZ | Invesco Ltd. | $2.7M | 0.2% | -8% | — |
| 90 |  $ITW | ILLINOIS TOOL WORKS INC | $2.7M | 0.2% | -2% | 71.2 |
| 91 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.6M | 0.2% | -5% | 67 |
| 92 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.6M | 0.2% | -5% | — |
| 93 |  $J | JACOBS SOLUTIONS INC. | $2.6M | 0.2% | +3% | 47.7 |
| 94 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $2.5M | 0.2% | +5% | — |
| 95 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.3M | 0.2% | -24% | 74.4 |
| 96 |  $ROST | ROSS STORES, INC. | $2.3M | 0.2% | +25% | 71.5 |
| 97 |  $NFLX | NETFLIX INC | $2.3M | 0.2% | +20% | 86.7 |
| 98 |  $MU | MICRON TECHNOLOGY INC | $2.2M | 0.2% | -45% | 88.4 |
| 99 |  $ANET | Arista Networks, Inc. | $2.2M | 0.1% | +18% | 86 |
| 100 | — | ISHARES TR - CORE US AGGBD ET | $2.1M | 0.1% | +1% | — |
| 101 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.1% | +5% | — |
| 102 |  $FTNT | Fortinet, Inc. | $2.1M | 0.1% | -14% | 78.1 |
| 103 | — | ISHARES TR - 1 3 YR TREAS BD | $2.1M | 0.1% | -7% | — |
| 104 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $2.1M | 0.1% | -1% | — |
| 105 |  $TROW | PRICE T ROWE GROUP INC | $2.0M | 0.1% | -2% | 75.8 |
| 106 |  $SYY | SYSCO CORP | $1.9M | 0.1% | +4% | 58.4 |
| 107 |  $TXN | TEXAS INSTRUMENTS INC | $1.8M | 0.1% | +27% | 70.4 |
| 108 |  $KO | COCA COLA CO | $1.8M | 0.1% | +2% | 74 |
| 109 |  $FE | FIRSTENERGY CORP | $1.8M | 0.1% | -5% | 61.6 |
| 110 |  $NEE | NEXTERA ENERGY INC | $1.7M | 0.1% | +0% | 71.7 |
| 111 | — | ISHARES TR - 7-10 YR TRSY BD | $1.7M | 0.1% | +3% | — |
| 112 |  $PAYX | PAYCHEX INC | $1.7M | 0.1% | -0% | 75.1 |
| 113 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.7M | 0.1% | -5% | — |
| 114 |  $NUE | NUCOR CORP | $1.7M | 0.1% | -37% | 58.9 |
| 115 |  $LOW | LOWES COMPANIES INC | $1.7M | 0.1% | +6% | 63.5 |
| 116 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.6M | 0.1% | +136% | — |
| 117 |  $DELL | Dell Technologies Inc. | $1.6M | 0.1% | NEW | 76 |
| 118 |  $DDOG | Datadog, Inc. | $1.5M | 0.1% | -26% | 62.9 |
| 119 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $1.5M | 0.1% | -3% | — |
| 120 | — | SPDR SERIES TRUST - ST STR SP SEMI | $1.5M | 0.1% | NEW | — |
| 121 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.1% | -7% | 82.4 |
| 122 | — | PROSHARES TR - RUSS 2000 DIVD | $1.4M | 0.1% | +3% | — |
| 123 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.4M | 0.1% | -3% | 76.6 |
| 124 |  $FCX | FREEPORT-MCMORAN INC | $1.4M | 0.1% | +84% | 73.1 |
| 125 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.1% | -29% | 72.3 |
| 126 |  $VRT | Vertiv Holdings Co | $1.4M | 0.1% | +5% | 82.7 |
| 127 |  $VST | Vistra Corp. | $1.4M | 0.1% | +1% | 62.9 |
| 128 |  $PYPL | PayPal Holdings, Inc. | $1.4M | 0.1% | -37% | 70.5 |
| 129 |  $ADBE | ADOBE INC. | $1.3M | 0.1% | -86% | 80.4 |
| 130 |  $WMB | WILLIAMS COMPANIES, INC. | $1.3M | 0.1% | -4% | 72.8 |
| 131 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.3M | 0.1% | +1% | — |
| 132 |  $WMT | Walmart Inc. | $1.3M | 0.1% | +1% | 63.2 |
| 133 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.3M | 0.1% | -7% | 76.3 |
| 134 |  $USFD | US Foods Holding Corp. | $1.3M | 0.1% | -2% | 60.6 |
| 135 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.1% | +0% | 73.2 |
| 136 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $1.2M | 0.1% | -9% | 59.8 |
| 137 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.1% | +238% | 70.7 |
| 138 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.1% | +4% | 74.8 |
| 139 | — | ISHARES TR - 0-5 YR TIPS ETF | $1.1M | 0.1% | +58% | — |
| 140 |  $CVX | CHEVRON CORP | $1.0M | 0.1% | -89% | 54.7 |
| 141 |  $CB | Chubb Ltd | $1.0M | 0.1% | +2% | — |
| 142 |  $ISRG | INTUITIVE SURGICAL INC | $1.0M | 0.1% | -1% | 81.4 |
| 143 |  $ORCL | ORACLE CORP | $1.0M | 0.1% | -4% | 67.2 |
| 144 |  $EMR | EMERSON ELECTRIC CO | $997,901 | 0.1% | +2% | 65.9 |
| 145 |  $TRGP | Targa Resources Corp. | $986,788 | 0.1% | +0% | 70 |
| 146 | — | ANGEL OAK FUNDS TRUST - MORTGAGE BACKED | $986,189 | 0.1% | +0% | — |
| 147 |  $ES | EVERSOURCE ENERGY | $983,312 | 0.1% | +2% | 67 |
| 148 |  $CTAS | CINTAS CORP | $982,559 | 0.1% | -2% | 76.3 |
| 149 |  $PWR | QUANTA SERVICES, INC. | $979,257 | 0.1% | -4% | 62.6 |
| 150 |  $NDSN | NORDSON CORP | $975,994 | 0.1% | +2% | 67.8 |
| 151 |  $HLT | Hilton Worldwide Holdings Inc. | $967,587 | 0.1% | -8% | 73.1 |
| 152 |  $MET | METLIFE INC | $963,678 | 0.1% | +5% | 73.9 |
| 153 |  $CVS | CVS HEALTH Corp | $936,902 | 0.1% | -14% | 51.3 |
| 154 |  $SNOW | Snowflake Inc. | $927,398 | 0.1% | +0% | 49.6 |
| 155 |  $TER | TERADYNE, INC | $921,715 | 0.1% | NEW | 74.6 |
| 156 |  $GD | GENERAL DYNAMICS CORP | $916,855 | 0.1% | +3% | 73 |
| 157 |  $BDX | BECTON DICKINSON & CO | $909,876 | 0.1% | +69% | 50.7 |
| 158 |  $NKE | NIKE, Inc. | $905,784 | 0.1% | -3% | 53.4 |
| 159 |  $BKNG | Booking Holdings Inc. | $895,485 | 0.1% | NEW | 55.3 |
| 160 |  $LYV | Live Nation Entertainment, Inc. | $893,943 | 0.1% | NEW | 55 |
| 161 |  $TT | Trane Technologies plc | $892,947 | 0.1% | -0% | — |
| 162 |  $PLTR | Palantir Technologies Inc. | $879,898 | 0.1% | +10% | 85.8 |
| 163 |  $SNPS | SYNOPSYS INC | $876,528 | 0.1% | -6% | 63.1 |
| 164 | — | ISHARES TR - 20 YR TR BD ETF | $875,070 | 0.1% | -3% | — |
| 165 |  $MMM | 3M CO | $863,155 | 0.1% | +0% | 60.7 |
| 166 | — | ISHARES TR - EXPANDED TECH | $846,840 | 0.1% | NEW | — |
| 167 | — | ISHARES INC - MSCI EM ASIA ETF | $839,305 | 0.1% | +28% | — |
| 168 |  $CRM | Salesforce, Inc. | $833,756 | 0.1% | -5% | 75.2 |
| 169 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $816,263 | 0.1% | +1% | — |
| 170 |  $O | REALTY INCOME CORP | $808,291 | 0.1% | -91% | 74.6 |
| 171 |  $DASH | DoorDash, Inc. | $807,537 | 0.1% | +1% | 70.6 |
| 172 | $IVZ | Invesco Ltd. | $793,259 | 0.1% | +43% | — |
| 173 |  $PNR | PENTAIR plc | $767,398 | 0.1% | +7% | — |
| 174 | — | ISHARES TR - RUS 1000 ETF | $748,566 | 0.1% | -4% | — |
| 175 |  $NU | Nu Holdings Ltd. | $743,898 | 0.1% | +3% | — |
| 176 |  $INTU | INTUIT INC. | $726,930 | 0.1% | +38% | 82 |
| 177 |  $EOG | EOG RESOURCES INC | $725,023 | 0.1% | -6% | 71.1 |
| 178 |  $INTC | INTEL CORP | $723,384 | 0.1% | +2% | 41.5 |
| 179 |  $AOS | SMITH A O CORP | $716,543 | 0.1% | +9% | 66.7 |
| 180 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $716,445 | 0.1% | -0% | 66.4 |
| 181 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $713,616 | 0.1% | +1% | 68.8 |
| 182 |  $MDT | Medtronic plc | $713,515 | 0.1% | +9% | — |
| 183 |  $HRL | HORMEL FOODS CORP /DE/ | $676,273 | 0.1% | +4% | 58.4 |
| 184 |  $IAU | ISHARES GOLD TRUST | $676,041 | 0.1% | -5% | — |
| 185 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $669,581 | 0.1% | -3% | 66.7 |
| 186 |  $LIN | LINDE PLC | $668,514 | 0.1% | -4% | — |
| 187 |  $FAST | FASTENAL CO | $667,377 | 0.1% | NEW | 73.5 |
| 188 |  $ED | CONSOLIDATED EDISON INC | $650,901 | 0.1% | -1% | 71.6 |
| 189 |  $PFE | PFIZER INC | $645,178 | 0.1% | +5% | 69 |
| 190 |  $PPG | PPG INDUSTRIES INC | $636,986 | 0.1% | +4% | 57.1 |
| 191 |  $MKC | MCCORMICK & CO INC | $634,083 | 0.0% | +30% | 73.7 |
| 192 |  $AS | Amer Sports, Inc. | $630,981 | 0.0% | -0% | 71 |
| 193 |  $RDDT | Reddit, Inc. | $611,870 | 0.0% | -1% | 79.3 |
| 194 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $607,088 | 0.0% | -1% | — |
| 195 | — | ISHARES TR - S&P 100 ETF | $601,124 | 0.0% | +0% | — |
| 196 |  $ROL | ROLLINS INC | $589,452 | 0.0% | -5% | 73.2 |
| 197 | — | ISHARES TR - IBOXX INV CP ETF | $587,603 | 0.0% | +106% | — |
| 198 |  $D | DOMINION ENERGY, INC | $584,693 | 0.0% | -1% | 74.9 |
| 199 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $576,762 | 0.0% | -4% | — |
| 200 |  $STT | STATE STREET CORP | $574,762 | 0.0% | +34% | 61.5 |
| 201 |  $ACN | Accenture plc | $530,272 | 0.0% | -32% | — |
| 202 |  $SBAC | SBA COMMUNICATIONS CORP | $523,381 | 0.0% | -5% | 71.3 |
| 203 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $522,088 | 0.0% | -5% | — |
| 204 | — | ISHARES INC - MSCI EURZONE ETF | $519,721 | 0.0% | +7% | — |
| 205 | — | ISHARES TR - ESG AWARE MSCI | $495,099 | 0.0% | +32% | — |
| 206 |  $FNF | Fidelity National Financial, Inc. | $492,963 | 0.0% | +0% | 69.7 |
| 207 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $485,690 | 0.0% | +31% | — |
| 208 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $484,704 | 0.0% | +0% | — |
| 209 | — | ISHARES TR - ESG AW MSCI EAFE | $483,716 | 0.0% | +30% | — |
| 210 |  $GPC | GENUINE PARTS CO | $475,641 | 0.0% | -18% | 54.2 |
| 211 |  $MDLZ | Mondelez International, Inc. | $472,242 | 0.0% | -47% | 53.9 |
| 212 |  $CLX | CLOROX CO /DE/ | $471,561 | 0.0% | -33% | 63.5 |
| 213 |  $CCI | CROWN CASTLE INC. | $451,747 | 0.0% | +6% | 52.9 |
| 214 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $449,059 | 0.0% | +1% | — |
| 215 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $439,932 | 0.0% | NEW | 65.3 |
| 216 |  $T | AT&T INC. | $423,513 | 0.0% | +14% | 71.9 |
| 217 |  $JCI | Johnson Controls International plc | $422,638 | 0.0% | +12% | — |
| 218 |  $KLAC | KLA CORP | $413,343 | 0.0% | NEW | 84.4 |
| 219 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $397,348 | 0.0% | +30% | 69.5 |
| 220 |  $AMCR | Amcor plc | $380,805 | 0.0% | +6% | — |
| 221 |  $GEV | GE Vernova Inc. | $377,403 | 0.0% | +2% | 70.1 |
| 222 |  $CEG | Constellation Energy Corp | $365,923 | 0.0% | +13% | 62.5 |
| 223 | — | ISHARES TR - S&P 500 GRWT ETF | $360,741 | 0.0% | +0% | — |
| 224 | — | ISHARES TR - AGENCY BOND ETF | $357,116 | 0.0% | +7% | — |
| 225 |  $BA | BOEING CO | $356,507 | 0.0% | +0% | 51.8 |
| 226 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $355,152 | 0.0% | +7% | 75.4 |
| 227 | — | FIRST TR EXCHANGE-TRADED FD - NAS CLNEDG GREEN | $352,291 | 0.0% | +14% | — |
| 228 |  $TDG | TransDigm Group INC | $351,962 | 0.0% | +0% | 75.4 |
| 229 |  $MSTR | Strategy Inc | $347,633 | 0.0% | -12% | 25.4 |
| 230 | — | ISHARES TR - 3 7 YR TREAS BD | $346,983 | 0.0% | +21% | — |
| 231 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | $344,394 | 0.0% | +18% | — |
| 232 | — | ISHARES TR - MSCI EAFE ETF | $338,697 | 0.0% | -4% | — |
| 233 | — | FRANKLIN TEMPLETON ETF TR - FTSE UNTD KGDM | $326,397 | 0.0% | +20% | — |
| 234 |  $TRV | TRAVELERS COMPANIES, INC. | $299,655 | 0.0% | +0% | 71.5 |
| 235 | — | ISHARES INC - MSCI SWITZERLAND | $297,846 | 0.0% | +23% | — |
| 236 |  $CARR | CARRIER GLOBAL Corp | $293,624 | 0.0% | NEW | 61.5 |
| 237 |  $FDX | FEDEX CORP | $288,280 | 0.0% | +36% | 60.3 |
| 238 |  $ROK | ROCKWELL AUTOMATION, INC | $287,259 | 0.0% | +0% | 68.2 |
| 239 |  $GLXY | Galaxy Digital Inc. | $286,933 | 0.0% | +0% | 40.8 |
| 240 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $277,489 | 0.0% | +36% | 67.3 |
| 241 |  $GS | GOLDMAN SACHS GROUP INC | $272,059 | 0.0% | NEW | — |
| 242 |  $MRVL | Marvell Technology, Inc. | $267,803 | 0.0% | NEW | 77.3 |
| 243 |  $WTW | WILLIS TOWERS WATSON PLC | $266,573 | 0.0% | -23% | — |
| 244 | — | ISHARES TR - CORE S&P500 ETF | $262,883 | 0.0% | +5% | — |
| 245 |  $NEM | NEWMONT Corp /DE/ | $258,293 | 0.0% | NEW | 88.3 |
| 246 |  $BP | BP PLC | $251,286 | 0.0% | -4% | — |
| 247 | — | ISHARES TR - SELECT DIVID ETF | $248,830 | 0.0% | +0% | — |
| 248 |  $CI | Cigna Group | $239,066 | 0.0% | -5% | 66.8 |
| 249 | $IVZ | Invesco Ltd. | $236,711 | 0.0% | -4% | — |
| 250 |  $STLD | STEEL DYNAMICS INC | $231,998 | 0.0% | NEW | 56 |
| 251 |  $IBIT | iShares Bitcoin Trust ETF | $226,372 | 0.0% | +1% | — |
| 252 | — | ISHARES TR - RUSSELL 2000 ETF | $218,427 | 0.0% | NEW | — |
| 253 |  $COF | CAPITAL ONE FINANCIAL CORP | $216,469 | 0.0% | -10% | 71 |
| 254 | — | ISHARES TR - U.S. TECH ETF | $214,396 | 0.0% | NEW | — |
| 255 |  $COP | CONOCOPHILLIPS | $207,972 | 0.0% | -44% | 74.8 |
| 256 |  $HUMA | Humacyte, Inc. | $163,578 | 0.0% | +0% | 5 |
| 257 |  $HIX | WESTERN ASSET HIGH INCOME FUND II INC. | $66,672 | 0.0% | +0% | — |
| 258 | — | BIG SKY INDL INC - COM | $53,917 | 0.0% | +26% | — |
| 259 |  $REE | REE Automotive Ltd. | $2,613 | 0.0% | +0% | — |
New Positions (20)
$CSGP COSTAR GROUP, INC.$13.8M$APP AppLovin Corp$7.7M SPDR SERIES TRUST - ST STR PFD ETF$7.7M
CARNIVAL CORP LTD - COMMON SHARES$2.8M
$DELL Dell Technologies Inc.$1.6M SPDR SERIES TRUST - ST STR SP SEMI$1.5M
$TER TERADYNE, INC$921,715$BKNG Booking Holdings Inc.$895,485$LYV Live Nation Entertainment, Inc.$893,943 ISHARES TR - EXPANDED TECH$846,840
$FAST FASTENAL CO$667,377$CHD CHURCH & DWIGHT CO INC /DE/$439,932$KLAC KLA CORP$413,343$CARR CARRIER GLOBAL Corp$293,624$GS GOLDMAN SACHS GROUP INC$272,059Exited Positions (18)
$JKHY JACK HENRY & ASSOCIATES INC
$QCOM QUALCOMM INC/DE
$ZTS Zoetis Inc.
$VMC Vulcan Materials CO
$ABNB Airbnb, Inc.
$ORLY O REILLY AUTOMOTIVE INC
$MELI MERCADOLIBRE INC
$CRWD CrowdStrike Holdings, Inc.
$SYM Symbotic Inc.
$VEEV VEEVA SYSTEMS INC
$CCZ COMCAST CORP ISHARES TR
ISHARES TR
ISHARES TR
$MPC Marathon Petroleum CorpBrowse Top Institutional Investors
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