Filed: 7/13/2026ACC: 0002085853-26-000695
📋 What this filing means
UNITED ASSET STRATEGIES, INC. filed this quarterly 13F‑HR report disclosing 259 equity positions with a total reported market value of $1.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
259
Positions
$1.41B
Total AUM (reported)
10.82M
Total Shares
Allocation by class
COM$877.64M62.0%
CAP STK CL A$71.08M5.0%
CL A$67.34M4.8%
COM NEW$50.33M3.6%
ISHARES SEMICDTR$31.39M2.2%
ST STR TECHN ETF$29.66M2.1%
N Y REGISTRY SHS$25.84M1.8%
Portfolio Concentration
Top 3$238.39M16.8%
4–10$254.33M18.0%
11–25$290.11M20.5%
Rest$632.05M44.7%
Top 3 weight
16.8%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 10.82M
Sole
Full voting authority
8.07M
shares
% of voting shares74.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.74M
shares
% of voting shares25.4%
Investment Discretion (by position count)
Sole259
Shared0
Other0
Dominant voting typeSole · 74.6% of voting shares
Institutional Holdings259
Rows:
NVIDIA CORPORATION
SOLEShares423.72K
TypeSH
Market value$84.78M
5.99%
Sole
322.09K
Shared
0.00
None
101.63K
APPLE INC
SOLEShares285.21K
TypeSH
Market value$82.53M
5.83%
Sole
215.50K
Shared
0.00
None
69.71K
ALPHABET INC
SOLEShares198.91K
TypeSH
Market value$71.08M
5.02%
Sole
145.01K
Shared
0.00
None
53.90K
AMAZON COM INC
SOLEShares242.33K
TypeSH
Market value$57.76M
4.08%
Sole
182.22K
Shared
0.00
None
60.11K
MICROSOFT CORP
SOLEShares130.69K
TypeSH
Market value$48.75M
3.45%
Sole
100.25K
Shared
0.00
None
30.44K
BROADCOM INC
SOLEShares83.58K
TypeSH
Market value$31.57M
2.23%
Sole
63.05K
Shared
0.00
None
20.53K
ISHARES TR
SOLEShares48.98K
TypeSH
Market value$31.39M
2.22%
Sole
35.95K
Shared
0.00
None
13.03K
SELECT SECTOR SPDR TR
SOLEShares155.69K
TypeSH
Market value$29.66M
2.10%
Sole
111.17K
Shared
0.00
None
44.52K
META PLATFORMS INC
SOLEShares52.13K
TypeSH
Market value$29.37M
2.08%
Sole
38.71K
Shared
0.00
None
13.43K
ASML HLDG NV
SOLEShares12.99K
TypeSH
Market value$25.84M
1.83%
Sole
9.90K
Shared
0.00
None
3.08K
SPDR SERIES TRUST
SOLEShares434.34K
TypeSH
Market value$25.05M
1.77%
Sole
323.24K
Shared
0.00
None
111.10K
WISDOMTREE TR
SOLEShares491.96K
TypeSH
Market value$24.77M
1.75%
Sole
395.94K
Shared
0.00
None
96.02K
PALO ALTO NETWORKS INC
SOLEShares65.12K
TypeSH
Market value$22.21M
1.57%
Sole
49.22K
Shared
0.00
None
15.90K
MASTERCARD INCORPORATED
SOLEShares42.98K
TypeSH
Market value$22.07M
1.56%
Sole
32.83K
Shared
0.00
None
10.14K
PARKER-HANNIFIN CORP
SOLEShares20.51K
TypeSH
Market value$20.06M
1.42%
Sole
15.32K
Shared
0.00
None
5.19K
BANK OF AMER CORP
SOLEShares338.93K
TypeSH
Market value$19.31M
1.36%
Sole
253.16K
Shared
0.00
None
85.77K
WW GRAINGER INC
SOLEShares14.02K
TypeSH
Market value$19.07M
1.35%
Sole
10.56K
Shared
0.00
None
3.46K
VANGUARD SCOTTSDALE FDS
SOLEShares402.95K
TypeSH
Market value$18.86M
1.33%
Sole
305.01K
Shared
0.00
None
97.94K
MERCK & CO INC
SOLEShares143.65K
TypeSH
Market value$18.46M
1.30%
Sole
110.12K
Shared
0.00
None
33.53K
SCHWAB CHARLES CORP
SOLEShares196.43K
TypeSH
Market value$18.12M
1.28%
Sole
145.83K
Shared
0.00
None
50.59K
EDWARDS LIFESCIENCES CORP
SOLEShares192.58K
TypeSH
Market value$17.42M
1.23%
Sole
145.87K
Shared
0.00
None
46.71K
KINDER MORGAN INC DEL
SOLEShares539.89K
TypeSH
Market value$17.26M
1.22%
Sole
399.85K
Shared
0.00
None
140.04K
ECOLAB INC
SOLEShares57.77K
TypeSH
Market value$16.10M
1.14%
Sole
43.72K
Shared
0.00
None
14.05K
THERMO FISHER SCIENTIFIC INC
SOLEShares31.42K
TypeSH
Market value$15.75M
1.11%
Sole
23.43K
Shared
0.00
None
7.98K
JPMORGAN CHASE & CO
SOLEShares47.66K
TypeSH
Market value$15.60M
1.10%
Sole
36.33K
Shared
0.00
None
11.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 423.72K | SH | $84.78M 5.99% | 322.09K | 0.00 | 101.63K |
APPLE INCSOLE | COM | 285.21K | SH | $82.53M 5.83% | 215.50K | 0.00 | 69.71K |
ALPHABET INCSOLE | CAP STK CL A | 198.91K | SH | $71.08M 5.02% | 145.01K | 0.00 | 53.90K |
AMAZON COM INCSOLE | COM | 242.33K | SH | $57.76M 4.08% | 182.22K | 0.00 | 60.11K |
MICROSOFT CORPSOLE | COM | 130.69K | SH | $48.75M 3.45% | 100.25K | 0.00 | 30.44K |
BROADCOM INCSOLE | COM | 83.58K | SH | $31.57M 2.23% | 63.05K | 0.00 | 20.53K |
ISHARES TRSOLE | ISHARES SEMICDTR | 48.98K | SH | $31.39M 2.22% | 35.95K | 0.00 | 13.03K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 155.69K | SH | $29.66M 2.10% | 111.17K | 0.00 | 44.52K |
META PLATFORMS INCSOLE | CL A | 52.13K | SH | $29.37M 2.08% | 38.71K | 0.00 | 13.43K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 12.99K | SH | $25.84M 1.83% | 9.90K | 0.00 | 3.08K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 434.34K | SH | $25.05M 1.77% | 323.24K | 0.00 | 111.10K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 491.96K | SH | $24.77M 1.75% | 395.94K | 0.00 | 96.02K |
PALO ALTO NETWORKS INCSOLE | COM | 65.12K | SH | $22.21M 1.57% | 49.22K | 0.00 | 15.90K |
MASTERCARD INCORPORATEDSOLE | CL A | 42.98K | SH | $22.07M 1.56% | 32.83K | 0.00 | 10.14K |
PARKER-HANNIFIN CORPSOLE | COM | 20.51K | SH | $20.06M 1.42% | 15.32K | 0.00 | 5.19K |
BANK OF AMER CORPSOLE | COM | 338.93K | SH | $19.31M 1.36% | 253.16K | 0.00 | 85.77K |
WW GRAINGER INCSOLE | COM | 14.02K | SH | $19.07M 1.35% | 10.56K | 0.00 | 3.46K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 402.95K | SH | $18.86M 1.33% | 305.01K | 0.00 | 97.94K |
MERCK & CO INCSOLE | COM | 143.65K | SH | $18.46M 1.30% | 110.12K | 0.00 | 33.53K |
SCHWAB CHARLES CORPSOLE | COM | 196.43K | SH | $18.12M 1.28% | 145.83K | 0.00 | 50.59K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 192.58K | SH | $17.42M 1.23% | 145.87K | 0.00 | 46.71K |
KINDER MORGAN INC DELSOLE | COM | 539.89K | SH | $17.26M 1.22% | 399.85K | 0.00 | 140.04K |
ECOLAB INCSOLE | COM | 57.77K | SH | $16.10M 1.14% | 43.72K | 0.00 | 14.05K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 31.42K | SH | $15.75M 1.11% | 23.43K | 0.00 | 7.98K |
JPMORGAN CHASE & COSOLE | COM | 47.66K | SH | $15.60M 1.10% | 36.33K | 0.00 | 11.32K |
Page 1 of 11
…