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CIK: 0001539948
Total reported value
$1.4B
$1.4B
257 檔
19.5%
As reported in its official Q1 2026 Form 13F filing, United Asset Strategies, Inc.'s tracked investment portfolio stood at $1.4B with 257 total positions.
United Asset Strategies, Inc. executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 23 holdings and trimming 66 positions.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.45% | +0.54% | +0.38% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.67% | +0.35% | -1.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.58% | +1.25% | -1.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.98% | +0.10% | +8.63% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | +0.19% | +5.25% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.45% | -0.35% | -14.92% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.22% | +2.89% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.01% | -0.71% | -3.11% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.93% | -0.18% | +13.68% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.91% | +0.32% | +1.39% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.66% | +0.39% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 1.74% | +0.09% | -3.43% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.67% | -0.11% | +1.48% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.65% | +0.12% | +44.56% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.56% | -0.23% | +0.85% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.54% | +0.68% | +0.19% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.47% | -0.19% | +4.08% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.44% | -0.35% | -13.84% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.43% | -0.01% | -13.82% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.36% | -0.14% | +0.06% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.36% | +0.21% | +9.57% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.30% | +0.06% | +0.79% | |
| 23 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.24% | -0.01% | +1.11% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | -0.11% | -1.73% | |
| 25 | GWW | Ww Grainger Inc | Stock-Industrials | 1.21% | +0.14% | +1435.32% | |
| 26 | ECL | Ecolab Inc | Stock-Materials | 1.20% | -0.06% | +1.26% | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.17% | -0.50% | +0.47% | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | 1.16% | -0.16% | +2.01% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.07% | -1.89% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | — | -1.99% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 1.05% | -0.03% | +7.22% | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.02% | +0.01% | +41.33% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.94% | +0.04% | -18.69% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.92% | -0.01% | -0.80% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.85% | +0.07% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.91% | -0.07% | +0.62% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.79% | +13.61% | |
| 38 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.88% | +0.11% | -1.70% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.87% | -0.27% | +6.78% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.86% | -0.01% | +6.45% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.02% | +2.68% | |
| 42 | AIG | American International Group | Stock-Financials | 0.80% | -0.07% | +3.37% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.78% | -0.17% | -26.20% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.41% | -0.25% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.70% | -0.64% | +4.37% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.30% | -0.60% | |
| 47 | LNG | Cheniere Energy Inc | Stock-Energy | 0.65% | +0.12% | +9.68% | |
| 48 | ETR | Entergy CORP | Stock-Utilities | 0.63% | -0.06% | -50.97% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.61% | -0.06% | +504.70% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.59% | -0.35% | -16.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GWW | Ww Grainger Inc | +1.1% | +1435.32% | Add |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.6% | +44.56% | Add |
| 3 | APD | Air Products & Chemicals Inc | +0.5% | +504.70% | Add |
| 4 | SBUX | Starbucks CORP | +0.4% | +41.33% | Add |
| 5 | ASML | ASML Holding N.V. | +0.3% | -3.43% | Trim |
| 6 | UPS | United Parcel Service-cl B | +0.3% | +244.82% | Add |
| 7 | KMI | Kinder Morgan, Inc. | +0.3% | +0.06% | Add |
| 8 | USFR | Wisdomtree Floating Rate Tre | +0.3% | +13.68% | Add |
| 9 | CVX | Chevron CORP | +0.3% | +0.07% | Add |
| 10 | LNG | Cheniere Energy Inc | +0.3% | +9.68% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.3% | -3.11% | Trim |
| 12 | XOM | Exxon Mobil CORP | +0.2% | -0.25% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.2% | -1.89% | Trim |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.2% | +100.00% | Add |
| 15 | DUK | Duke Energy CORP | +0.2% | +2.01% | Add |
| 16 | SOXX | Ishares Semiconductor ETF | +0.2% | +0.19% | Add |
| 17 | MBSF | Regan Floating Rate Mbs ETF | +0.2% | +73.43% | Add |
| 18 | CL | Colgate-palmolive Co | +0.1% | +6.45% | Add |
| 19 | LMT | Lockheed Martin CORP | +0.1% | -13.84% | Trim |
| 20 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +6.78% | Add |
| 21 | RMD | Resmed Inc | +0.1% | +66.03% | Add |
| 22 | DE | Deere & Co | +0.1% | +2.44% | Add |
| 23 | PEP | Pepsico Inc | +0.1% | +22.88% | Add |
| 24 | O | Realty Income CORP | +0.1% | +4.37% | Add |
| 25 | AMGN | Amgen Inc | +0.1% | +0.62% | Add |
| 26 | LNT | Alliant Energy CORP | +0.1% | +1.83% | Add |
| 27 | GLD | Spdr Gold Shares | +0.1% | -0.60% | Trim |
| 28 | CRM | Salesforce Inc | +0.1% | +415.88% | Add |
| 29 | CDNS | Cadence Design Sys Inc | +0.1% | +58.16% | Add |
| 30 | TMUS | T-mobile US Inc | +0.1% | +6.43% | Add |
| 31 | ECL | Ecolab Inc | +0.1% | +1.26% | Add |
| 32 | AMAT | Applied Materials Inc | +0.1% | +0.73% | Add |
| 33 | VZ | Verizon Communications Inc | +0.1% | +1.93% | Add |
| 34 | ANET | Arista Networks Inc | +0.1% | +72.03% | Add |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +16.58% | Add |
| 36 | PM | Philip Morris International | +0.1% | -0.80% | Trim |
| 37 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +0.85% | Add |
| 38 | AMZN | Amazon.com Inc | 0% | +8.63% | Add |
| 39 | CLX | Clorox Company | 0% | +243.00% | Add |
| 40 | MDLZ | Mondelez International Inc-a | 0% | +140.50% | Add |
| 41 | COST | Costco Wholesale CORP | 0% | +4.79% | Add |
| 42 | GE | General Electric | 0% | +179.74% | Add |
| 43 | IWN | Ishares Russell 2000 Value E | 0% | +0.14% | Add |
| 44 | HRL | Hormel Foods CORP | 0% | +206.14% | Add |
| 45 | VTR | Ventas Inc | 0% | -0.08% | Trim |
| 46 | CAT | Caterpillar Inc | 0% | -1.67% | Trim |
| 47 | PG | Procter & Gamble Co/the | 0% | +9.48% | Add |
| 48 | MCD | Mcdonald's CORP | 0% | +4.81% | Add |
| 49 | EFV | Ishares Msci Eafe Value ETF | 0% | -0.14% | Trim |
| 50 | EEMA | Ishares Msci Emerg Mrkt Asia | 0% | +132.67% | Add |
According to official SEC Form 13F filings, United Asset Strategies, Inc. reported a total U.S. public equity portfolio value of $1.4B across 257 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 19.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFEV
市值: $2.4M
Top Position Liquidated / Trimmed
GILD
前期市值: $3.4M
During Q1 2026, United Asset Strategies, Inc.'s top holdings by market value included NVDA (5.5%)、GOOGL (4.7%)、AAPL (4.6%). The largest single position, NVDA, represented 5.5% of total portfolio value.
In Q1 2026, United Asset Strategies, Inc. made 195 total portfolio adjustments, initiating 16 new buys, adding to 90 positions, trimming 66 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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