United Asset Strategies, Inc. holds a diversified book of 259 stocks worth $1.4B as of Q2 2026 (disclosed Jul 13, 2026, a ~45-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 equity book.
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Use Arkolith to show United Asset Strategies, Inc.'s latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 259 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 257 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 262 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 250 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 239 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 234 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 231 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 237 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.