United Asset Strategies, Inc. — 13F Holdings & Portfolio

CIK 1539948 · latest 13F-HR filed 2026-07-13

United Asset Strategies, Inc. manages $1.41B in 13F-reported U.S. long-equity assets across 259 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.99%), AAPL (5.83%), GOOGL (5.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 18, added to 137, and trimmed 48.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
377 OAK STREET/STE 403
GARDEN CITY, NY 11530
Phone
(516) 222-0021
Filing Manager
United Asset Strategies, Inc.
GARDEN CITY, NY
Signatory
Robert Murphy
Chief Operations Officer
Loading holdings…
AUM

$1.41B

Long-equity book

Holdings

259

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+20 / −18 / ↑137 / ↓48

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$24.9M +43.3%
  • NVIDIA CORPORATION$16.3M +23.9%
  • ALPHABET INC$12.4M +21.1%
  • ISHARES TR$12.0M +62.1%
  • AMPHENOL CORP$11.5M +2003.9%
Show all 137

Top Trims

  • CHEVRON CORPORATION-$10.5M -91.0%
  • ADOBE INC-$9.8M -87.9%
  • REALTY INCOME CORP-$7.9M -90.8%
  • MERCK & CO INC-$6.9M -27.1%
  • JPMORGAN CHASE & CO-$6.5M -29.5%
Show all 48

New Positions

  • COSTAR GROUP INC$13.8M
  • APPLOVIN CORP$7.7M
  • SPDR SERIES TRUST$7.7M
  • CARNIVAL CORP LTD$2.8M
  • DELL TECHNOLOGIES INC$1.6M
Show all 20

Exited Positions

  • HENRY JACK & ASSOC INC$4.4M
  • QUALCOMM INC$1.3M
  • ZOETIS INC$1.2M
  • VULCAN MATLS CO$1.1M
  • AIRBNB INC$965.5K
Show all 18
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $84.8M 5.99% 423,723 SH
2 APPLE INC AAPL 037833100 $82.5M 5.83% 285,208 SH
3 ALPHABET INC GOOGL 02079K305 $71.1M 5.02% 198,907 SH
4 AMAZON COM INC AMZN 023135106 $57.8M 4.08% 242,330 SH
5 MICROSOFT CORP MSFT 594918104 $48.8M 3.45% 130,692 SH
6 BROADCOM INC AVGO 11135F101 $31.6M 2.23% 83,581 SH
7 ISHARES TR SOXX 464287523 $31.4M 2.22% 48,982 SH
8 SELECT SECTOR SPDR TR XLK 81369Y803 $29.7M 2.10% 155,687 SH
9 META PLATFORMS INC META 30303M102 $29.4M 2.08% 52,134 SH
10 ASML HLDG NV ASML N07059210 $25.8M 1.83% 12,987 SH
11 SPDR SERIES TRUST SPSM 78468R853 $25.0M 1.77% 434,336 SH
12 WISDOMTREE TR USFR 97717Y527 $24.8M 1.75% 491,959 SH
13 PALO ALTO NETWORKS INC PANW 697435105 $22.2M 1.57% 65,119 SH
14 MASTERCARD INCORPORATED MA 57636Q104 $22.1M 1.56% 42,976 SH
15 PARKER-HANNIFIN CORP PH 701094104 $20.1M 1.42% 20,513 SH
16 BANK OF AMER CORP BAC 060505104 $19.3M 1.36% 338,928 SH
17 WW GRAINGER INC GWW 384802104 $19.1M 1.35% 14,016 SH
18 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $18.9M 1.33% 402,952 SH
19 MERCK & CO INC MRK 58933Y105 $18.5M 1.30% 143,654 SH
20 SCHWAB CHARLES CORP SCHW 808513105 $18.1M 1.28% 196,428 SH
21 EDWARDS LIFESCIENCES CORP EW 28176E108 $17.4M 1.23% 192,582 SH
22 KINDER MORGAN INC DEL KMI 49456B101 $17.3M 1.22% 539,887 SH
23 ECOLAB INC ECL 278865100 $16.1M 1.14% 57,773 SH
24 THERMO FISHER SCIENTIFIC INC TMO 883556102 $15.8M 1.11% 31,417 SH
25 JPMORGAN CHASE & CO JPM 46625H100 $15.6M 1.10% 47,656 SH
26 LOCKHEED MARTIN CORP LMT 539830109 $15.5M 1.09% 30,396 SH
27 SPDR SERIES TRUST SPYM 78464A854 $15.4M 1.09% 175,724 SH
28 JOHNSON & JOHNSON JNJ 478160104 $14.8M 1.04% 58,133 SH
29 STARBUCKS CORP SBUX 855244109 $14.6M 1.03% 142,755 SH
30 SERVICENOW INC NOW 81762P102 $14.4M 1.02% 144,686 SH
31 DUKE ENERGY CORP NEW DUK 26441C204 $14.1M 1.00% 111,547 SH
32 MONSTER BEVERAGE CORP NEW MNST 61174X109 $14.0M 0.99% 146,013 SH
33 EATON CORP PLC ETN G29183103 $13.9M 0.98% 32,660 SH
34 COSTAR GROUP INC CSGP 22160N109 $13.8M 0.98% 489,008 SH
35 PHILIP MORRIS INTL INC PM 718172109 $12.9M 0.91% 71,528 SH
36 S&P GLOBAL INC SPGI 78409V104 $12.6M 0.89% 30,890 SH
37 COLGATE PALMOLIVE CO CL 194162103 $12.1M 0.85% 131,816 SH
38 AMPHENOL CORP APH 032095101 $12.0M 0.85% 68,295 SH
39 AMGEN INC AMGN 031162100 $11.8M 0.84% 32,654 SH
40 HOME DEPOT INC HD 437076102 $11.3M 0.80% 31,988 SH
41 VALUED ADVISERS TR MBSF 92046L338 $10.9M 0.77% 424,493 SH
42 CHENIERE ENERGY INC LNG 16411R208 $10.9M 0.77% 45,585 SH
43 AMERICAN INTL GROUP INC AIG 026874784 $10.3M 0.73% 137,664 SH
44 CITIGROUP INC C 172967424 $9.5M 0.67% 68,124 SH
45 MCKESSON CORP MCK 58155Q103 $8.6M 0.61% 11,435 SH
46 ISHARES TR IWN 464287630 $8.5M 0.60% 38,516 SH
47 SELECT SECTOR SPDR TR XLP 81369Y308 $8.5M 0.60% 102,506 SH
48 ENTERGY CORP NEW ETR 29364G103 $8.0M 0.57% 70,014 SH
49 AIR PRODUCTS AND CHEMICALS I APD 009158106 $7.8M 0.55% 26,468 SH
50 APPLOVIN CORP APP 03831W108 $7.7M 0.54% 14,923 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $1.41B 259 0002085853-26-000695
2026-03-31 2026-04-29 $1.26B 257 0002085853-26-000524
2025-12-31 2026-01-28 $1.30B 262 0001193125-26-026726