US Asset Management LLC — 13F Holdings & Portfolio

CIK 1882673 · latest 13F-HR filed 2026-08-12

US Asset Management LLC manages $131.3M in 13F-reported U.S. long-equity assets across 112 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (8.01%), NVDA (7.91%), GOOGL (5.93%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 12, added to 52, and trimmed 19.

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
211 N. WHITFIELD STREET
SUITE 201
PITTSBURGH, PA 15206
Phone
(412) 231-8209
Filing Manager
US Asset Management LLC
PITTSBURGH, PA
Signatory
Emery Levick
President
Loading holdings…
AUM

$131.3M

Long-equity book

Holdings

112

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+7 / −12 / ↑52 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADV MICRO DEVICE$2.1M +186.2%
  • ALPHABET INC- A$1.5M +23.5%
  • INTEL CORP$1.4M +216.4%
  • NVIDIA CORP$1.3M +14.9%
  • APPLE INC$1.2M +12.9%
Show all 52 →

Top Trims

  • NETFLIX INC-$280.2K -25.4%
  • CHEVRON-$209.7K -19.5%
  • AT&T INC-$150.8K -28.6%
  • APA CORP-$136.9K -38.9%
  • CONOCOPHILLIPS-$126.1K -21.1%
Show all 19 →

New Positions

  • MICRON TECH$2.9M
  • EXXON MOB HLD$729.5K
  • HONEYWELL INT$472.0K
  • HONEYWELL AERO$465.2K
  • UNITED PARCEL- B$210.7K
Show all 7 →

Exited Positions

  • HONEYWELL INT$950.7K
  • EXXON MOBIL$894.8K
  • PROSHARES TRUST$701.3K
  • SANDISK CORP$591.5K
  • COMCAST- A$387.1K
Show all 12 →
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 APPLE INC AAPL 037833100 $10.5M 8.01% 36,364 SH
2 NVIDIA CORP NVDA 67066G104 $10.4M 7.91% 51,936 SH
3 ALPHABET INC- A GOOGL 02079K305 $7.8M 5.93% 21,774 SH
4 MICROSOFT CORP MSFT 594918104 $6.1M 4.68% 16,472 SH
5 AMAZON.COM INC AMZN 023135106 $5.1M 3.91% 21,557 SH
6 BROADCOM AVGO 11135F101 $3.4M 2.61% 9,068 SH
7 ADV MICRO DEVICE AMD 007903107 $3.2M 2.46% 5,569 SH
8 JPMORGAN CHASE JPM 46625H100 $3.2M 2.46% 9,861 SH
9 CATERPILLAR INC CAT 149123101 $3.1M 2.34% 2,887 SH
10 MICRON TECH MU 595112103 $2.9M 2.22% 2,523 SH
11 ALPHABET INC- C GOOG 02079K107 $2.8M 2.10% 7,806 SH
12 TESLA TSLA 88160R101 $2.7M 2.05% 6,395 SH
13 META PLATFORMS META 30303M102 $2.6M 2.01% 4,678 SH
14 ANALOG DEVICES ADI 032654105 $2.5M 1.90% 6,284 SH
15 GOLDMAN SACHS GS 38141G104 $2.3M 1.72% 2,233 SH
16 VISA- A V 92826C839 $2.2M 1.70% 6,500 SH
17 ELI LILLY & CO LLY 532457108 $2.2M 1.65% 1,802 SH
18 INTEL CORP INTC 458140100 $2.1M 1.60% 15,090 SH
19 BANK OF AMERICA BAC 060505104 $1.8M 1.38% 31,761 SH
20 TEXAS INST TXN 882508104 $1.7M 1.33% 5,837 SH
21 CISCO SYSTEMS CSCO 17275R102 $1.6M 1.25% 13,919 SH
22 LINDE PLC LIN G54950103 $1.6M 1.19% 3,015 SH
23 UNITEDHEALTH UNH 91324P102 $1.4M 1.10% 3,477 SH
24 HOME DEPOT INC HD 437076102 $1.3M 0.98% 3,662 SH
25 GLOBE LIFE GL 37959E102 $1.2M 0.93% 6,870 SH
26 ORACLE ORCL 68389X105 $1.2M 0.90% 8,103 SH
27 MARSH&McLENNAN MRSH 571748102 $1.1M 0.86% 6,760 SH
28 AUTO DATA PRO ADP 053015103 $1.1M 0.82% 4,836 SH
29 CITIGROUP INC C 172967424 $1.1M 0.82% 7,674 SH
30 AMERICAN EXPRESS AXP 025816109 $1.1M 0.80% 3,124 SH
31 ASSURANT INC AIZ 04621X108 $1.0M 0.77% 3,787 SH
32 ABBVIE INC ABBV 00287Y109 $966.8K 0.74% 3,842 SH
33 MERCK & CO INC MRK 58933Y105 $935.1K 0.71% 7,277 SH
34 DANAHER CORP DHR 235851102 $933.7K 0.71% 4,902 SH
35 AMERIPRISE FIN AMP 03076C106 $889.1K 0.68% 1,938 SH
36 PHILIP MORRIS INTL PM 718172109 $885.6K 0.67% 4,895 SH
37 CHEVRON CVX 166764100 $866.8K 0.66% 5,229 SH
38 NETFLIX INC NFLX 64110L106 $822.1K 0.63% 11,514 SH
39 PAYCHEX INC PAYX 704326107 $813.7K 0.62% 8,275 SH
40 NVR INC NVR 62944T105 $804.0K 0.61% 118 SH
41 AMGEN INC AMGN 031162100 $783.6K 0.60% 2,164 SH
42 MCDONALDS CORP MCD 580135101 $774.7K 0.59% 2,866 SH
43 LOEWS CORP L 540424108 $772.3K 0.59% 6,822 SH
44 WALT DISNEY CO DIS 254687106 $766.8K 0.58% 7,967 SH
45 WAL-MART STORES WMT 931142103 $743.9K 0.57% 6,568 SH
46 GENERAL DYN GD 369550108 $735.0K 0.56% 2,075 SH
47 EXXON MOB HLD XOM 30233Q108 $729.5K 0.56% 5,336 SH
48 AIR PRODS & CHEM APD 009158106 $694.2K 0.53% 2,368 SH
49 NEWS CORP-B NWS 65249B208 $667.1K 0.51% 23,775 SH
50 MASTERCARD- A MA 57636Q104 $626.1K 0.48% 1,219 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $131.3M 112 0001882673-26-000005
2026-03-31 2026-06-10 $115.4M 117 0001882673-26-000004
2025-12-31 2026-01-27 $122.5M 118 0001882673-26-000002
2025-09-30 2025-11-18 $121.7M 115 0001882673-25-000008