Filed: 1/28/2026ACC: 0001193125-26-026726
📋 What this filing means
UNITED ASSET STRATEGIES, INC. filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$1.30B
Total AUM (reported)
10M
Total Shares
Allocation by class
COM$819.13M63.2%
CL A$67.25M5.2%
CAP STK CL A$65.04M5.0%
COM NEW$47.95M3.7%
STATE STREET TEC$39.22M3.0%
STATE STREET SPD$32.07M2.5%
FLOATNG RAT TREA$21.37M1.6%
Portfolio Concentration
Top 3$200.47M15.5%
4–10$247.89M19.1%
11–25$274.64M21.2%
Rest$572.48M44.2%
Top 3 weight
15.5%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 10M
Sole
Full voting authority
7.43M
shares
% of voting shares74.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.57M
shares
% of voting shares25.7%
Investment Discretion (by position count)
Sole262
Shared0
Other0
Dominant voting typeSole · 74.3% of voting shares
Institutional Holdings262
Rows:
NVIDIA CORPORATION
SOLEShares390.99K
TypeSH
Market value$72.92M
5.63%
Sole
298.77K
Shared
0.00
None
92.21K
ALPHABET INC
SOLEShares207.80K
TypeSH
Market value$65.04M
5.02%
Sole
151.87K
Shared
0.00
None
55.92K
APPLE INC
SOLEShares229.93K
TypeSH
Market value$62.51M
4.83%
Sole
174.65K
Shared
0.00
None
55.28K
AMAZON COM INC
SOLEShares221.11K
TypeSH
Market value$51.04M
3.94%
Sole
165.89K
Shared
0.00
None
55.22K
MICROSOFT CORP
SOLEShares105.12K
TypeSH
Market value$50.84M
3.92%
Sole
80.81K
Shared
0.00
None
24.31K
SELECT SECTOR SPDR TR
SOLEShares272.45K
TypeSH
Market value$39.22M
3.03%
Sole
188.38K
Shared
0.00
None
84.08K
META PLATFORMS INC
SOLEShares49.16K
TypeSH
Market value$32.45M
2.50%
Sole
36.24K
Shared
0.00
None
12.91K
BROADCOM INC
SOLEShares76.60K
TypeSH
Market value$26.51M
2.05%
Sole
57.74K
Shared
0.00
None
18.86K
JPMORGAN CHASE & CO.
SOLEShares74.95K
TypeSH
Market value$24.15M
1.86%
Sole
55.89K
Shared
0.00
None
19.06K
MASTERCARD INCORPORATED
SOLEShares41.48K
TypeSH
Market value$23.68M
1.83%
Sole
31.49K
Shared
0.00
None
10K
MERCK & CO INC
SOLEShares217.19K
TypeSH
Market value$22.86M
1.76%
Sole
164.65K
Shared
0.00
None
52.55K
WISDOMTREE TR
SOLEShares424.62K
TypeSH
Market value$21.37M
1.65%
Sole
341.40K
Shared
0.00
None
83.22K
PARKER-HANNIFIN CORP
SOLEShares23.28K
TypeSH
Market value$20.46M
1.58%
Sole
17.19K
Shared
0.00
None
6.08K
VANGUARD SCOTTSDALE FDS
SOLEShares415.27K
TypeSH
Market value$19.55M
1.51%
Sole
311.41K
Shared
0.00
None
103.87K
SCHWAB CHARLES CORP
SOLEShares188.92K
TypeSH
Market value$18.88M
1.46%
Sole
140.58K
Shared
0.00
None
48.34K
BANK AMERICA CORP
SOLEShares333.61K
TypeSH
Market value$18.35M
1.42%
Sole
246.71K
Shared
0.00
None
86.90K
THERMO FISHER SCIENTIFIC INC
SOLEShares31.64K
TypeSH
Market value$18.33M
1.42%
Sole
23.58K
Shared
0.00
None
8.06K
ASML HOLDING N V
SOLEShares17.10K
TypeSH
Market value$18.30M
1.41%
Sole
12.91K
Shared
0.00
None
4.19K
SERVICENOW INC
SOLEShares117.57K
TypeSH
Market value$18.01M
1.39%
Sole
88.36K
Shared
0.00
None
29.21K
PALO ALTO NETWORKS INC
SOLEShares97.14K
TypeSH
Market value$17.89M
1.38%
Sole
72.85K
Shared
0.00
None
24.29K
ISHARES TR
SOLEShares58.81K
TypeSH
Market value$17.71M
1.37%
Sole
43.20K
Shared
0.00
None
15.62K
LOCKHEED MARTIN CORP
SOLEShares34.74K
TypeSH
Market value$16.80M
1.30%
Sole
26.28K
Shared
0.00
None
8.46K
EDWARDS LIFESCIENCES CORP
SOLEShares191.75K
TypeSH
Market value$16.35M
1.26%
Sole
145.31K
Shared
0.00
None
46.43K
CITIGROUP INC
SOLEShares128.84K
TypeSH
Market value$15.03M
1.16%
Sole
94.67K
Shared
0.00
None
34.17K
ECOLAB INC
SOLEShares56.19K
TypeSH
Market value$14.75M
1.14%
Sole
42.47K
Shared
0.00
None
13.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 390.99K | SH | $72.92M 5.63% | 298.77K | 0.00 | 92.21K |
ALPHABET INCSOLE | CAP STK CL A | 207.80K | SH | $65.04M 5.02% | 151.87K | 0.00 | 55.92K |
APPLE INCSOLE | COM | 229.93K | SH | $62.51M 4.83% | 174.65K | 0.00 | 55.28K |
AMAZON COM INCSOLE | COM | 221.11K | SH | $51.04M 3.94% | 165.89K | 0.00 | 55.22K |
MICROSOFT CORPSOLE | COM | 105.12K | SH | $50.84M 3.92% | 80.81K | 0.00 | 24.31K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 272.45K | SH | $39.22M 3.03% | 188.38K | 0.00 | 84.08K |
META PLATFORMS INCSOLE | CL A | 49.16K | SH | $32.45M 2.50% | 36.24K | 0.00 | 12.91K |
BROADCOM INCSOLE | COM | 76.60K | SH | $26.51M 2.05% | 57.74K | 0.00 | 18.86K |
JPMORGAN CHASE & CO.SOLE | COM | 74.95K | SH | $24.15M 1.86% | 55.89K | 0.00 | 19.06K |
MASTERCARD INCORPORATEDSOLE | CL A | 41.48K | SH | $23.68M 1.83% | 31.49K | 0.00 | 10K |
MERCK & CO INCSOLE | COM | 217.19K | SH | $22.86M 1.76% | 164.65K | 0.00 | 52.55K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 424.62K | SH | $21.37M 1.65% | 341.40K | 0.00 | 83.22K |
PARKER-HANNIFIN CORPSOLE | COM | 23.28K | SH | $20.46M 1.58% | 17.19K | 0.00 | 6.08K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 415.27K | SH | $19.55M 1.51% | 311.41K | 0.00 | 103.87K |
SCHWAB CHARLES CORPSOLE | COM | 188.92K | SH | $18.88M 1.46% | 140.58K | 0.00 | 48.34K |
BANK AMERICA CORPSOLE | COM | 333.61K | SH | $18.35M 1.42% | 246.71K | 0.00 | 86.90K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 31.64K | SH | $18.33M 1.42% | 23.58K | 0.00 | 8.06K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 17.10K | SH | $18.30M 1.41% | 12.91K | 0.00 | 4.19K |
SERVICENOW INCSOLE | COM | 117.57K | SH | $18.01M 1.39% | 88.36K | 0.00 | 29.21K |
PALO ALTO NETWORKS INCSOLE | COM | 97.14K | SH | $17.89M 1.38% | 72.85K | 0.00 | 24.29K |
ISHARES TRSOLE | ISHARES SEMICDTR | 58.81K | SH | $17.71M 1.37% | 43.20K | 0.00 | 15.62K |
LOCKHEED MARTIN CORPSOLE | COM | 34.74K | SH | $16.80M 1.30% | 26.28K | 0.00 | 8.46K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 191.75K | SH | $16.35M 1.26% | 145.31K | 0.00 | 46.43K |
CITIGROUP INCSOLE | COM NEW | 128.84K | SH | $15.03M 1.16% | 94.67K | 0.00 | 34.17K |
ECOLAB INCSOLE | COM | 56.19K | SH | $14.75M 1.14% | 42.47K | 0.00 | 13.72K |
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