United Asset Strategies, Inc.

13F filer · CIK 0001539948

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$1.41BU.S. long equity reported on 13F

Positions20115 new · 15 closed

Net flow last quarter+$9.53MBuys minus sells

Top 10 positions weight33.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026201 positions
NVDANvidia Corp	$84.8M	5.99%	0.00%	+8.0%	Q3 2019
AAPLApple Inc.	$82.5M	5.83%	0.00%	+25.7%	Q2 2013
GOOGLAlphabet Inc.	$71.1M	5.02%	0.00%	-2.6%	Q2 2016
AMZNAmazon Com Inc	$57.8M	4.08%	0.00%	+0.9%	Q2 2013
MSFTMicrosoft Corp	$48.8M	3.45%	0.00%	+18.1%	Q1 2014
AVGOBroadcom Inc.	$31.6M	2.23%	0.00%	+7.6%	Q3 2017
METAMeta Platforms, Inc.	$29.4M	2.08%	Not reported	+3.1%	Q3 2014
ASMLAsml Holding NV	$25.8M	1.83%	0.00%	-21.4%	Q4 2024
PANWPalo Alto Networks Inc	$22.2M	1.57%	0.01%	-38.8%	Q4 2016
MAMastercard Inc	$22.1M	1.56%	0.00%	+2.1%	Q1 2014
PHParker-Hannifin Corp	$20.1M	1.42%	0.02%	+2.3%	Q3 2017
BACBank of America Corp	$19.3M	1.36%	0.00%	+0.8%	Q1 2014
GWWW.W. Grainger, Inc.	$19.1M	1.35%	0.03%	+0.8%	Q3 2018
MRKMerck & Co., Inc.	$18.5M	1.30%	0.01%	-31.7%	Q1 2014
SCHWSchwab Charles Corp	$18.1M	1.28%	0.01%	-0.1%	Q2 2020
EWEdwards Lifesciences Corp	$17.4M	1.23%	0.03%	-0.7%	Q3 2023
KMIKinder Morgan, Inc.	$17.3M	1.22%	0.02%	+6.0%	Q4 2014
ECLEcolab Inc.	$16.1M	1.14%	0.02%	+1.5%	Q1 2020
TMOThermo Fisher Scientific Inc.	$15.8M	1.11%	0.01%	+1.0%	Q1 2020
JPMJPMorgan Chase & Co	$15.6M	1.10%	0.00%	-36.7%	Q2 2013
LMTLockheed Martin Corp	$15.5M	1.09%	0.01%	+1.6%	Q2 2013
JNJJohnson & Johnson	$14.8M	1.04%	0.00%	+1.4%	Q1 2014
SBUXStarbucks Corp	$14.6M	1.03%	0.01%	-0.3%	Q2 2016
NOWServiceNow, Inc.	$14.4M	1.02%	0.01%	+14.8%	Q2 2019
DUKDuke Energy CORP	$14.1M	1.00%	0.01%	0.0%	Q3 2013
MNSTMonster Beverage Corp	$14M	0.99%	0.01%	-4.4%	Q1 2023
ETNEaton Corp plc	$13.9M	0.98%	0.01%	-0.9%	Q1 2025
CSGPCostar Group, Inc.	$13.8M	0.98%	0.12%	New	Q2 2026
PMPhilip Morris International Inc.	$12.9M	0.91%	0.00%	+2.2%	Q3 2013
SPGIS&P Global Inc.	$12.6M	0.89%	0.01%	+842.6%	Q3 2022
CLColgate Palmolive Co	$12.1M	0.85%	0.02%	+4.3%	Q4 2016
APHAmphenol Corp	$12M	0.85%	0.01%	+1407.6%	Q1 2026
AMGNAmgen Inc	$11.8M	0.84%	0.01%	+0.4%	Q4 2016
HDHome Depot, Inc.	$11.3M	0.80%	0.00%	+1.8%	Q2 2013
LNGCheniere Energy, Inc.	$10.9M	0.77%	0.02%	+57.5%	Q2 2018
AIGAmerican International Group, Inc.	$10.3M	0.73%	0.03%	+2.5%	Q3 2014
CCitigroup Inc	$9.53M	0.67%	0.00%	-47.4%	Q1 2017
MCKMckesson Corp	$8.64M	0.61%	0.01%	+1.0%	Q4 2018
ETREntergy Corp	$8.04M	0.57%	0.02%	+0.1%	Q1 2023
APDAir Products & Chemicals, Inc.	$7.76M	0.55%	0.01%	-0.1%	Q4 2018
APPAppLovin Corp	$7.69M	0.54%	0.00%	New	Q2 2026
WMWaste Management Inc	$7.48M	0.53%	0.01%	+6.1%	Q3 2015
DEDeere & Co	$7.01M	0.50%	0.00%	+0.7%	Q3 2017
DISWalt Disney Co	$6.68M	0.47%	0.00%	+1.6%	Q2 2013
PEPPepsico Inc	$6.49M	0.46%	0.00%	+66.1%	Q1 2014
VTRVentas, Inc.	$6.28M	0.44%	0.01%	-0.9%	Q2 2015
LNTAlliant Energy Corp	$6.13M	0.43%	0.03%	+0.7%	Q4 2022
DHRDanaher Corp	$6.05M	0.43%	0.00%	+2.4%	Q2 2025
TSLATesla, Inc.	$5.66M	0.40%	0.00%	+1.5%	Q1 2018
WFCWells Fargo & Company	$5.61M	0.40%	0.00%	+76.3%	Q2 2013

Q1 2026Reported Apr 29, 2026200 positions
NVDANvidia Corp	$68.4M	5.45%	0.00%	+0.4%	Q3 2019
GOOGLAlphabet Inc.	$58.7M	4.67%	0.00%	-1.7%	Q2 2016
AAPLApple Inc.	$57.6M	4.58%	0.00%	-1.3%	Q2 2013
AMZNAmazon Com Inc	$50M	3.98%	0.00%	+8.6%	Q2 2013
MSFTMicrosoft Corp	$41M	3.26%	0.00%	+5.3%	Q1 2014
METAMeta Platforms, Inc.	$28.9M	2.30%	Not reported	+2.9%	Q3 2014
MRKMerck & Co., Inc.	$25.3M	2.01%	0.01%	-3.1%	Q1 2014
AVGOBroadcom Inc.	$24M	1.91%	0.00%	+1.4%	Q3 2017
JPMJPMorgan Chase & Co	$22.1M	1.76%	0.00%	+0.4%	Q2 2013
ASMLAsml Holding NV	$21.8M	1.74%	0.00%	-3.4%	Q4 2024
MAMastercard Inc	$21M	1.67%	0.00%	+1.5%	Q1 2014
SCHWSchwab Charles Corp	$18.5M	1.47%	0.01%	+4.1%	Q2 2020
LMTLockheed Martin Corp	$18.1M	1.44%	0.01%	-13.8%	Q2 2013
PHParker-Hannifin Corp	$18M	1.43%	0.02%	-13.8%	Q3 2017
KMIKinder Morgan, Inc.	$17.1M	1.36%	0.02%	+0.1%	Q4 2014
PANWPalo Alto Networks Inc	$17.1M	1.36%	0.01%	+9.6%	Q4 2016
BACBank of America Corp	$16.4M	1.30%	0.00%	+0.8%	Q1 2014
EWEdwards Lifesciences Corp	$15.5M	1.24%	0.03%	+1.1%	Q3 2023
TMOThermo Fisher Scientific Inc.	$15.3M	1.22%	0.01%	-1.7%	Q1 2020
GWWW.W. Grainger, Inc.	$15.2M	1.21%	0.03%	+1435.3%	Q3 2018
ECLEcolab Inc.	$15.1M	1.20%	0.02%	+1.3%	Q1 2020
CCitigroup Inc	$14.7M	1.17%	0.01%	+0.5%	Q1 2017
DUKDuke Energy CORP	$14.6M	1.16%	0.01%	+2.0%	Q3 2013
JNJJohnson & Johnson	$14M	1.11%	0.00%	-1.9%	Q1 2014
NOWServiceNow, Inc.	$13.2M	1.05%	0.01%	+7.2%	Q2 2019
SBUXStarbucks Corp	$12.8M	1.02%	0.01%	+41.3%	Q2 2016
ETNEaton Corp plc	$11.8M	0.94%	0.01%	-18.7%	Q1 2025
PMPhilip Morris International Inc.	$11.6M	0.92%	0.00%	-0.8%	Q3 2013
CVXChevron Corp	$11.6M	0.92%	0.00%	+0.1%	Q4 2017
AMGNAmgen Inc	$11.4M	0.91%	0.01%	+0.6%	Q4 2016
ADBEAdobe Inc.	$11.1M	0.89%	0.01%	+13.6%	Q1 2020
MNSTMonster Beverage Corp	$11.1M	0.88%	0.02%	-1.7%	Q1 2023
CLColgate Palmolive Co	$10.8M	0.86%	0.02%	+6.5%	Q4 2016
HDHome Depot, Inc.	$10.3M	0.82%	0.00%	+2.7%	Q2 2013
AIGAmerican International Group, Inc.	$10.1M	0.80%	0.03%	+3.4%	Q3 2014
MCKMckesson Corp	$9.8M	0.78%	0.01%	-26.2%	Q4 2018
XOMExxonMobil Holdings Corp	$9.39M	0.75%	0.00%	-0.3%	Q4 2013
ORealty Income Corp	$8.75M	0.70%	0.02%	+4.4%	Q3 2022
GLDSPDR Gold Trust	$8.5M	0.68%	0.01%	-0.6%	Q2 2013
LNGCheniere Energy, Inc.	$8.21M	0.65%	0.01%	+9.7%	Q2 2018
ETREntergy Corp	$7.86M	0.63%	0.02%	-51.0%	Q1 2023
APDAir Products & Chemicals, Inc.	$7.7M	0.61%	0.01%	+504.7%	Q4 2018
WMWaste Management Inc	$7.27M	0.58%	0.01%	-52.5%	Q3 2015
DISWalt Disney Co	$6.58M	0.52%	0.00%	+3.2%	Q2 2013
DEDeere & Co	$6.19M	0.49%	0.00%	+2.4%	Q3 2017
DHRDanaher Corp	$5.89M	0.47%	0.00%	+1.6%	Q2 2025
TMUST-Mobile US, Inc.	$5.87M	0.47%	0.00%	+6.4%	Q2 2020
VTRVentas, Inc.	$5.84M	0.46%	0.01%	-0.1%	Q2 2015
LNTAlliant Energy Corp	$5.73M	0.46%	0.03%	+1.8%	Q4 2022
UPSUnited Parcel Service Inc	$5M	0.40%	0.01%	+244.8%	Q2 2013

Q4 2025Reported Jan 28, 2026200 positions
NVDANvidia Corp	$72.9M	5.63%	0.00%	-0.5%	Q3 2019
GOOGLAlphabet Inc.	$65M	5.02%	0.00%	-1.3%	Q2 2016
AAPLApple Inc.	$62.5M	4.83%	0.00%	+0.6%	Q2 2013
AMZNAmazon Com Inc	$51M	3.94%	0.00%	-0.1%	Q2 2013
MSFTMicrosoft Corp	$50.8M	3.92%	0.00%	+2.2%	Q1 2014
METAMeta Platforms, Inc.	$32.4M	2.50%	Not reported	+6.2%	Q3 2014
AVGOBroadcom Inc.	$26.5M	2.05%	0.00%	+1.1%	Q3 2017
JPMJPMorgan Chase & Co	$24.2M	1.86%	0.00%	-0.8%	Q2 2013
MAMastercard Inc	$23.7M	1.83%	0.00%	+1.6%	Q1 2014
MRKMerck & Co., Inc.	$22.9M	1.76%	0.01%	+14.2%	Q1 2014
PHParker-Hannifin Corp	$20.5M	1.58%	0.02%	-0.8%	Q3 2017
SCHWSchwab Charles Corp	$18.9M	1.46%	0.01%	-0.9%	Q2 2020
BACBank of America Corp	$18.3M	1.42%	0.00%	+0.5%	Q1 2014
TMOThermo Fisher Scientific Inc.	$18.3M	1.42%	0.01%	-1.6%	Q1 2020
ASMLAsml Holding NV	$18.3M	1.41%	0.00%	+3.8%	Q4 2024
NOWServiceNow, Inc.	$18M	1.39%	0.01%	+1.8%	Q2 2019
PANWPalo Alto Networks Inc	$17.9M	1.38%	0.01%	+1.3%	Q4 2016
LMTLockheed Martin Corp	$16.8M	1.30%	0.02%	-3.7%	Q2 2013
EWEdwards Lifesciences Corp	$16.3M	1.26%	0.03%	+1.3%	Q3 2023
CCitigroup Inc	$15M	1.16%	0.01%	-0.8%	Q1 2017
ECLEcolab Inc.	$14.8M	1.14%	0.02%	+1.0%	Q1 2020
WMWaste Management Inc	$14.6M	1.13%	0.02%	+2.3%	Q3 2015
ADBEAdobe Inc.	$14.1M	1.09%	0.01%	-12.7%	Q1 2020
KMIKinder Morgan, Inc.	$14M	1.08%	0.02%	+1.9%	Q4 2014
ETREntergy Corp	$13.2M	1.02%	0.03%	+1.6%	Q1 2023
ETNEaton Corp plc	$12.9M	1.00%	0.01%	-3.1%	Q1 2025
DUKDuke Energy CORP	$12.8M	0.99%	0.01%	+1.6%	Q3 2013
MCKMckesson Corp	$12.6M	0.97%	0.01%	-1.4%	Q4 2018
JNJJohnson & Johnson	$12.1M	0.93%	0.00%	-1.2%	Q1 2014
MNSTMonster Beverage Corp	$11.9M	0.92%	0.02%	-0.1%	Q1 2023
PMPhilip Morris International Inc.	$11.3M	0.87%	0.00%	+12.3%	Q3 2013
AIGAmerican International Group, Inc.	$11.1M	0.86%	0.02%	+2.5%	Q3 2014
AMGNAmgen Inc	$10.6M	0.82%	0.01%	+1.3%	Q4 2016
HDHome Depot, Inc.	$10.5M	0.81%	0.00%	+2.8%	Q2 2013
CLColgate Palmolive Co	$9.38M	0.72%	0.01%	-0.1%	Q4 2016
SBUXStarbucks Corp	$8.53M	0.66%	0.01%	-25.5%	Q2 2016
CVXChevron Corp	$8.51M	0.66%	0.00%	+1.3%	Q4 2017
GLDSPDR Gold Trust	$7.88M	0.61%	0.01%	-36.1%	Q2 2013
ORealty Income Corp	$7.72M	0.60%	0.01%	+2.5%	Q3 2022
DISWalt Disney Co	$7.54M	0.58%	0.00%	+2.6%	Q2 2013
DHRDanaher Corp	$6.99M	0.54%	0.00%	+48.3%	Q2 2025
XOMExxonMobil Holdings Corp	$6.68M	0.52%	0.00%	+2.4%	Q4 2013
TSLATesla, Inc.	$6.01M	0.46%	0.00%	+3.1%	Q1 2018
OZBelpointe PREP, LLC	$5.81M	0.45%	7507.96%	+4.6%	Q4 2021
VTRVentas, Inc.	$5.53M	0.43%	0.02%	+2.3%	Q2 2015
TMUST-Mobile US, Inc.	$5.34M	0.41%	0.00%	+3.2%	Q2 2020
LNGCheniere Energy, Inc.	$5.13M	0.40%	0.01%	-14.0%	Q2 2018
LNTAlliant Energy Corp	$5.1M	0.39%	0.03%	+2.3%	Q4 2022
DEDeere & Co	$4.99M	0.39%	0.00%	+50.4%	Q3 2017
VVisa Inc.	$4.87M	0.38%	0.00%	+2.3%	Q2 2013

Q3 2025Reported Oct 23, 2025197 positions
NVDANvidia Corp	$73.3M	5.88%	0.00%	+8.5%	Q3 2019
AAPLApple Inc.	$58.2M	4.67%	0.00%	+1.4%	Q2 2013
MSFTMicrosoft Corp	$53.3M	4.27%	0.00%	-2.1%	Q1 2014
GOOGLAlphabet Inc.	$51.2M	4.10%	0.00%	-3.8%	Q2 2016
AMZNAmazon Com Inc	$48.6M	3.90%	0.00%	+0.2%	Q2 2013
METAMeta Platforms, Inc.	$34M	2.73%	Not reported	-0.8%	Q3 2014
AVGOBroadcom Inc.	$25M	2.00%	0.00%	-33.3%	Q3 2017
JPMJPMorgan Chase & Co	$23.8M	1.91%	0.00%	-0.8%	Q2 2013
MAMastercard Inc	$23.2M	1.86%	0.00%	+0.1%	Q1 2014
NOWServiceNow, Inc.	$21.3M	1.70%	0.01%	+0.2%	Q2 2019
PANWPalo Alto Networks Inc	$19.5M	1.57%	0.01%	+0.9%	Q4 2016
SCHWSchwab Charles Corp	$18.2M	1.46%	0.01%	-1.9%	Q2 2020
LMTLockheed Martin Corp	$18M	1.44%	0.02%	+3.1%	Q2 2013
PHParker-Hannifin Corp	$17.8M	1.43%	0.02%	-0.6%	Q3 2017
BACBank of America Corp	$17.1M	1.37%	0.00%	-0.2%	Q1 2014
ADBEAdobe Inc.	$16.3M	1.31%	0.01%	+39.4%	Q1 2020
MRKMerck & Co., Inc.	$16M	1.28%	0.01%	+12.9%	Q1 2014
ASMLAsml Holding NV	$16M	1.28%	0.00%	+5.4%	Q4 2024
ETNEaton Corp plc	$15.7M	1.26%	0.01%	+1.2%	Q1 2025
TMOThermo Fisher Scientific Inc.	$15.6M	1.25%	0.01%	+22.7%	Q1 2020
ECLEcolab Inc.	$15.2M	1.22%	0.02%	+0.7%	Q1 2020
EWEdwards Lifesciences Corp	$14.7M	1.18%	0.03%	+1.4%	Q3 2023
WMWaste Management Inc	$14.4M	1.15%	0.02%	+1.8%	Q3 2015
KMIKinder Morgan, Inc.	$14.1M	1.13%	0.02%	+1.3%	Q4 2014
DUKDuke Energy CORP	$13.3M	1.07%	0.01%	+1.9%	Q3 2013
CCitigroup Inc	$13.2M	1.06%	0.01%	-1.2%	Q1 2017
ETREntergy Corp	$13.1M	1.05%	0.03%	+2.6%	Q1 2023
HDHome Depot, Inc.	$12.1M	0.97%	0.00%	+1.1%	Q2 2013
MCKMckesson Corp	$12M	0.96%	0.01%	+1.1%	Q4 2018
SBUXStarbucks Corp	$11.5M	0.92%	0.01%	+2.6%	Q2 2016
GLDSPDR Gold Trust	$11.1M	0.89%	0.01%	-0.8%	Q2 2013
JNJJohnson & Johnson	$11M	0.88%	0.00%	0.0%	Q1 2014
MNSTMonster Beverage Corp	$10.5M	0.84%	0.02%	+0.1%	Q1 2023
PMPhilip Morris International Inc.	$10.2M	0.82%	0.00%	+2.6%	Q3 2013
AIGAmerican International Group, Inc.	$9.95M	0.80%	0.02%	+1.9%	Q3 2014
CLColgate Palmolive Co	$9.49M	0.76%	0.01%	+3.1%	Q4 2016
AMGNAmgen Inc	$9.01M	0.72%	0.01%	+3.2%	Q4 2016
CVXChevron Corp	$8.56M	0.69%	0.00%	-33.4%	Q4 2017
ORealty Income Corp	$8.12M	0.65%	0.01%	+4.6%	Q3 2022
DISWalt Disney Co	$7.39M	0.59%	0.00%	+1.3%	Q2 2013
LNGCheniere Energy, Inc.	$7.21M	0.58%	0.01%	+1.4%	Q2 2018
XOMExxonMobil Holdings Corp	$6.11M	0.49%	0.00%	+1.0%	Q4 2013
TMUST-Mobile US, Inc.	$6.1M	0.49%	0.00%	+2.5%	Q2 2020
APDAir Products & Chemicals, Inc.	$5.92M	0.47%	0.01%	+0.3%	Q4 2018
TSLATesla, Inc.	$5.76M	0.46%	0.00%	-3.1%	Q1 2018
OZBelpointe PREP, LLC	$5.47M	0.44%	7177.33%	-0.5%	Q4 2021
LNTAlliant Energy Corp	$5.17M	0.41%	0.03%	-1.7%	Q4 2022
CLXClorox Co	$5.08M	0.41%	0.03%	-0.4%	Q1 2020
VTRVentas, Inc.	$4.89M	0.39%	0.01%	-0.3%	Q2 2015
VVisa Inc.	$4.64M	0.37%	0.00%	-1.4%	Q2 2013

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