United Asset Strategies, Inc. holds a diversified book of 259 reported positions worth $1.4B as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Costar Group Inc and trimmed Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning United Asset Strategies, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as United Asset Strategies, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 9 / 80 | $234.8M |
| Draper Asset Management, LLC | 8 / 80 | $168.6M |
| Independent Investors Inc | 22 / 80 | $413.0M |
| Ketron Financial | 18 / 80 | $253.6M |
| Hoey Investments, Inc | 52 / 80 | $609.5M |
| Integrated Financial Solutions, Inc. | 13 / 80 | $144.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $360.0M |
| AdviceOne Advisory Services, LLC | 19 / 80 | $137.3M |
Ranked by the share of each fund's own book sitting in the names it shares with United Asset Strategies, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $84.8M | 423.7K | 6.0% | ▲+8.0% Added · +31K sh | |
| 2 | Apple Inc COM | $82.5M | 285.2K | 5.8% | ▲+26% Added · +58K sh | |
| 3 | Alphabet Inc CAP STK CL A | $71.1M | 198.9K | 5.0% | ▼−2.6% Reduced · −5K sh | |
| 4 | Amazon Com Inc COM | $57.8M | 242.3K | 4.1% | ▲+0.9% Added · +2K sh | |
| 5 | Microsoft Corp COM | $48.8M | 130.7K | 3.4% | ▲+18% Added · +20K sh | |
| 6 | Broadcom Inc COM | $31.6M | 83.6K | 2.2% | ▲+7.6% Added · +6K sh | |
| 7 | Ishares TR ISHARES SEMICDTR | $31.4M | 49.0K | 2.2% | ▼−17% Reduced · −10K sh | |
| 8 | Select Sector SPDR TR ST STR TECHN ETF | $29.7M | 155.7K | 2.1% | ▼−33% Reduced · −76K sh | |
| 9 | Meta Platforms Inc CL A | $29.4M | 52.1K | 2.1% | ▲+3.1% Added · +2K sh | |
| 10 | ASML Hldg NV N Y REGISTRY SHS | $25.8M | 13.0K | 1.8% | ▼−21% Reduced · −4K sh | |
| 11 | SPDR Series Trust ST STR SP600 SML | $25.0M | 434.3K | 1.8% | ▲+1.0% Added · +5K sh | |
| 12 | Wisdomtree TR FLOATNG RAT TREA | $24.8M | 492.0K | 1.8% | ▲+1.9% Added · +9K sh | |
| 13 | Palo Alto Networks Inc COM | $22.2M | 65.1K | 1.6% | ▼−39% Reduced · −41K sh | |
| 14 | Mastercard Incorporated CL A | $22.1M | 43.0K | 1.6% | ▲+2.1% Added · +879 sh | |
| 15 | Parker-Hannifin Corp COM | $20.1M | 20.5K | 1.4% | ▲+2.3% Added · +453 sh | |
| 16 | Bank Of Amer Corp COM | $19.3M | 338.9K | 1.4% | ▲+0.8% Added · +3K sh | |
| 17 | WW Grainger Inc COM | $19.1M | 14.0K | 1.3% | ▲+0.8% Added · +106 sh | |
| 18 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $18.9M | 403.0K | 1.3% | ▼−3.8% Reduced · −16K sh | |
| 19 | Merck & Co Inc COM | $18.5M | 143.7K | 1.3% | ▼−32% Reduced · −67K sh | |
| 20 | Schwab Charles Corp COM | $18.1M | 196.4K | 1.3% | ▼−0.1% Reduced · −210 sh | |
| 21 | Edwards Lifesciences Corp COM | $17.4M | 192.6K | 1.2% | ▼−0.7% Reduced · −1K sh | |
| 22 | Kinder Morgan Inc Del COM | $17.3M | 539.9K | 1.2% | ▲+6.0% Added · +31K sh | |
| 23 | Ecolab Inc COM | $16.1M | 57.8K | 1.1% | ▲+1.5% Added · +876 sh | |
| 24 | Thermo Fisher Scientific Inc COM | $15.8M | 31.4K | 1.1% | ▲+1.0% Added · +322 sh | |
| 25 | JPMorgan Chase & Co COM | $15.6M | 47.7K | 1.1% | ▼−37% Reduced · −28K sh | |
| 26 | Lockheed Martin Corp COM | $15.5M | 30.4K | 1.1% | ▲+1.6% Added · +466 sh | |
| 27 | SPDR Series Trust ST STR P500ETF | $15.4M | 175.7K | 1.1% | ▼−1.7% Reduced · −3K sh | |
| 28 | Johnson & Johnson COM | $14.8M | 58.1K | 1.0% | ▲+1.4% Added · +805 sh | |
| 29 | Starbucks Corp COM | $14.6M | 142.8K | 1.0% | ▼−0.3% Reduced · −407 sh | |
| 30 | Servicenow Inc COM | $14.4M | 144.7K | 1.0% | ▲+15% Added · +19K sh | |
| 31 | Duke Energy Corp New COM NEW | $14.1M | 111.5K | 1.0% | ▲~0% Added · +12 sh | |
| 32 | Monster Beverage Corp New COM | $14.0M | 146.0K | 1.0% | ▼−4.3% Reduced · −7K sh | |
| 33 | Eaton Corp PLC SHS | $13.9M | 32.7K | 1.0% | ▼−0.9% Reduced · −311 sh | |
| 34 | Costar Group Inc COM | $13.8M | 489.0K | 1.0% | ▲New New position | |
| 35 | Philip Morris Intl Inc COM | $12.9M | 71.5K | 0.9% | ▲+2.2% Added · +2K sh | |
| 36 | S&P Global Inc COM | $12.6M | 30.9K | 0.9% | ▲+843% Added · +28K sh | |
| 37 | Colgate Palmolive Co COM | $12.1M | 131.8K | 0.9% | ▲+4.3% Added · +5K sh | |
| 38 | Amphenol Corp CL A | $12.0M | 68.3K | 0.9% | ▲15× Added · +64K sh | |
| 39 | Amgen Inc COM | $11.8M | 32.7K | 0.8% | ▲+0.4% Added · +118 sh | |
| 40 | Home Depot Inc COM | $11.3M | 32.0K | 0.8% | ▲+1.8% Added · +573 sh | |
| 41 | Valued Advisers TR REGAN FLTG RATE | $10.9M | 424.5K | 0.8% | ▲+137% Added · +245K sh | |
| 42 | Cheniere Energy Inc COM NEW | $10.9M | 45.6K | 0.8% | ▲+57% Added · +17K sh | |
| 43 | American Intl Group Inc COM NEW | $10.3M | 137.7K | 0.7% | ▲+2.5% Added · +3K sh | |
| 44 | Citigroup Inc COM NEW | $9.5M | 68.1K | 0.7% | ▼−47% Reduced · −61K sh | |
| 45 | McKesson Corp COM | $8.6M | 11.4K | 0.6% | ▲+0.9% Added · +108 sh | |
| 46 | Ishares TR RUS 2000 VAL ETF | $8.5M | 38.5K | 0.6% | ▼−0.4% Reduced · −155 sh | |
| 47 | Select Sector SPDR TR ST STR STAPL ETF | $8.5M | 102.5K | 0.6% | ▼−23% Reduced · −31K sh | |
| 48 | Entergy Corp New COM | $8.0M | 70.0K | 0.6% | ▲+0.1% Added · +55 sh | |
| 49 | Air Products And Chemicals I COM | $7.8M | 26.5K | 0.5% | ▼−0.1% Reduced · −36 sh | |
| 50 | Applovin Corp COM CL A | $7.7M | 14.9K | 0.5% | ▲New New position |
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Use Arkolith to show United Asset Strategies, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 13d | 259 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 257 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 262 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 250 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 239 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 234 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 231 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 237 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.