13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001539948
Total reported value
$1.5B
$1.5B
259 檔
23.7%
In Q2 2026, United Asset Strategies, Inc.'s U.S. equity holdings reached a combined market value of $1.5B, distributed across 259 disclosed stock positions.
In Q2 2026, United Asset Strategies, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.99% | +0.72% | +7.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.83% | +0.91% | +25.67% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.02% | -0.85% | -2.59% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.08% | -0.26% | +0.89% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | +1.05% | +18.12% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.23% | -0.26% | +7.61% | |
| 7 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.22% | -0.25% | -16.87% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.10% | -0.22% | -32.83% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.08% | +0.52% | +3.08% | |
| 10 | ASML | ASML Holding N.V. | Stock-Tech | 1.83% | -0.19% | -21.36% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.77% | -0.13% | +1.05% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.75% | -0.30% | +1.92% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.57% | +0.19% | -38.82% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.56% | +0.11% | +2.09% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 1.42% | -0.04% | +2.26% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.36% | -0.09% | +0.80% | |
| 17 | GWW | Ww Grainger Inc | Stock-Industrials | 1.35% | -0.13% | +0.76% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.33% | -0.07% | -3.79% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | +0.13% | -31.73% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.28% | -0.05% | -0.11% | |
| 21 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.23% | -0.07% | -0.66% | |
| 22 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.22% | -0.08% | +6.00% | |
| 23 | ECL | Ecolab Inc | Stock-Materials | 1.14% | -0.03% | +1.54% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.11% | +0.30% | +1.04% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.01% | -36.67% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.01% | +1.56% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | -0.07% | -1.72% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | +0.02% | +1.40% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.03% | -0.08% | -0.28% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 1.02% | +0.34% | +14.78% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 1.00% | -0.46% | +0.01% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.99% | -0.15% | -4.35% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.98% | — | -0.94% | |
| 34 | CSGP | Costar Group Inc | Stock-Real Estate | 0.98% | -0.07% | — | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | +0.05% | +2.20% | |
| 36 | SPGI | S&p Global Inc | Stock-Financials | 0.89% | -0.04% | +842.63% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.85% | -0.05% | +4.33% | |
| 38 | APH | Amphenol Corp-cl A | Stock-Tech | 0.85% | -0.06% | +1407.62% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | +0.06% | +0.36% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.17% | +1.82% | |
| 41 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 0.77% | -0.02% | +137.03% | |
| 42 | LNG | Cheniere Energy Inc | Stock-Energy | 0.77% | +0.09% | +57.46% | |
| 43 | AIG | American International Group | Stock-Financials | 0.73% | — | +2.50% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.67% | -0.06% | -47.37% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.61% | +0.06% | +0.95% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.60% | -0.05% | -0.40% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.60% | — | -23.42% | |
| 48 | ETR | Entergy CORP | Stock-Utilities | 0.57% | -0.08% | +0.08% | |
| 49 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.55% | -0.04% | -0.14% | |
| 50 | APP | Applovin Corp-class A | Stock-Tech | 0.54% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.3% | +25.67% | Add |
| 2 | CSGP | Costar Group Inc | +1% | NEW | New buy |
| 3 | APH | Amphenol Corp-cl A | +0.8% | +1407.62% | Add |
| 4 | SPGI | S&p Global Inc | +0.8% | +842.63% | Add |
| 5 | SOXX | Ishares Semiconductor ETF | +0.7% | -16.87% | Trim |
| 6 | NVDA | Nvidia CORP | +0.5% | +7.97% | Add |
| 7 | APP | Applovin Corp-class A | +0.5% | NEW | New buy |
| 8 | PSK | Ss Spdr Ice Pref Sec ETF | +0.5% | NEW | New buy |
| 9 | MBSF | Regan Floating Rate Mbs ETF | +0.4% | +137.03% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.59% | Trim |
| 11 | AVGO | Broadcom Inc | +0.3% | +7.61% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | -38.82% | Trim |
| 13 | ✓ | Carnival CORP LTD F | +0.2% | NEW | New buy |
| 14 | MSFT | Microsoft CORP | +0.2% | +18.12% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | -6.68% | Trim |
| 16 | WFC | Wells Fargo & Co | +0.2% | +76.28% | Add |
| 17 | AMD | Advanced Micro Devices | +0.2% | -31.36% | Trim |
| 18 | GWW | Ww Grainger Inc | +0.1% | +0.76% | Add |
| 19 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +58.47% | Add |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +1.05% | Add |
| 21 | LNG | Cheniere Energy Inc | +0.1% | +57.46% | Add |
| 22 | RJF | Raymond James Financial Inc | +0.1% | +74.43% | Add |
| 23 | MNST | Monster Beverage CORP | +0.1% | -4.35% | Trim |
| 24 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 25 | AMZN | Amazon.com Inc | +0.1% | +0.89% | Add |
| 26 | PEP | Pepsico Inc | +0.1% | +66.05% | Add |
| 27 | XSD | Ss Spdr S&p Semiconductor | +0.1% | NEW | New buy |
| 28 | ASML | ASML Holding N.V. | +0.1% | -21.36% | Trim |
| 29 | CAT | Caterpillar Inc | +0.1% | +29.46% | Add |
| 30 | ABBV | Abbvie Inc | +0.1% | +45.99% | Add |
| 31 | MU | Micron Technology Inc | +0.1% | -44.94% | Trim |
| 32 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 33 | BAC | Bank Of America CORP | +0.1% | +0.80% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +135.54% | Add |
| 35 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 36 | LYV | Live Nation Entertainment In | +0.1% | NEW | New buy |
| 37 | IGV | Ishares Expanded Tech-softwa | +0.1% | NEW | New buy |
| 38 | TXN | Texas Instruments Inc | +0.1% | +27.23% | Add |
| 39 | TJX | Tjx Companies Inc | +0.1% | +237.82% | Add |
| 40 | FAST | Fastenal Co | +0.1% | NEW | New buy |
| 41 | ETN | Eaton Corporation plc | 0% | -0.94% | Trim |
| 42 | LLY | Eli Lilly & Co | 0% | -2.91% | Trim |
| 43 | ANET | Arista Networks Inc | 0% | +18.48% | Add |
| 44 | FTNT | Fortinet Inc | 0% | -14.36% | Trim |
| 45 | FCX | Freeport-mcmoran Inc | 0% | +83.75% | Add |
| 46 | LRCX | Lam Research CORP | 0% | -7.42% | Trim |
| 47 | DDOG | Datadog Inc - Class A | 0% | -26.18% | Trim |
| 48 | INTC | Intel CORP | 0% | +2.15% | Add |
| 49 | CHD | Church & Dwight Co Inc | 0% | NEW | New buy |
| 50 | KLAC | Kla CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, United Asset Strategies, Inc. reported a total U.S. public equity portfolio value of $1.5B across 259 disclosed positions in Q2 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, AAPL, GOOGL) accounted for 23.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
CSGP
市值: $13.8M
Top Position Liquidated / Trimmed
JKHY
前期市值: $4.4M
During Q2 2026, United Asset Strategies, Inc.'s top holdings by market value included NVDA (6.0%)、AAPL (5.8%)、GOOGL (5.0%). The largest single position, NVDA, represented 6.0% of total portfolio value.
In Q2 2026, United Asset Strategies, Inc. made 199 total portfolio adjustments, initiating 20 new buys, adding to 93 positions, trimming 70 holdings, and fully liquidating 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.