United Asset Strategies, Inc. 13F Holdings · Q2 2026
United Asset Strategies, Inc. reported 259 securities worth $1.41B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (5.99%), AAPL (5.83%), GOOGL (5.02%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $84.8M | 5.99% | 423,723 | Added |
| 2 | AAPL | APPLE INC | $82.5M | 5.83% | 285,208 | Added |
| 3 | GOOGL | ALPHABET INC | $71.1M | 5.02% | 198,907 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $57.8M | 4.08% | 242,330 | Added |
| 5 | MSFT | MICROSOFT CORP | $48.8M | 3.45% | 130,692 | Added |
| 6 | AVGO | BROADCOM INC | $31.6M | 2.23% | 83,581 | Added |
| 7 | SOXX | ISHARES TR | $31.4M | 2.22% | 48,982 | Trimmed |
| 8 | XLK | SELECT SECTOR SPDR TR | $29.7M | 2.10% | 155,687 | Trimmed |
| 9 | META | META PLATFORMS INC | $29.4M | 2.08% | 52,134 | Added |
| 10 | ASML | ASML HLDG NV | $25.8M | 1.83% | 12,987 | Trimmed |
| 11 | SPSM | SPDR SERIES TRUST | $25.0M | 1.77% | 434,336 | Added |
| 12 | USFR | WISDOMTREE TR | $24.8M | 1.75% | 491,959 | Added |
| 13 | PANW | PALO ALTO NETWORKS INC | $22.2M | 1.57% | 65,119 | Trimmed |
| 14 | MA | MASTERCARD INCORPORATED | $22.1M | 1.56% | 42,976 | Added |
| 15 | PH | PARKER-HANNIFIN CORP | $20.1M | 1.42% | 20,513 | Added |
| 16 | BAC | BANK OF AMER CORP | $19.3M | 1.36% | 338,928 | Added |
| 17 | GWW | WW GRAINGER INC | $19.1M | 1.35% | 14,016 | Added |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS | $18.9M | 1.33% | 402,952 | Trimmed |
| 19 | MRK | MERCK & CO INC | $18.5M | 1.30% | 143,654 | Trimmed |
| 20 | SCHW | SCHWAB CHARLES CORP | $18.1M | 1.28% | 196,428 | Trimmed |
| 21 | EW | EDWARDS LIFESCIENCES CORP | $17.4M | 1.23% | 192,582 | Trimmed |
| 22 | KMI | KINDER MORGAN INC DEL | $17.3M | 1.22% | 539,887 | Added |
| 23 | ECL | ECOLAB INC | $16.1M | 1.14% | 57,773 | Added |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $15.8M | 1.11% | 31,417 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $15.6M | 1.10% | 47,656 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR