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Portfolio (Quarterly) Guide ↗

United Asset Strategies, Inc.

· CIK 0001539948
13F Portfolio $1.4B AUM 259 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 119 Added 88 Reduced 18 Exited
Page 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CL COLGATE PALMOLIVE CO Consumer Defensive 131,816.0 $12.1M 0.85% +5K +4.3% $91.68 -0.7%
22 APH AMPHENOL CORP Technology 68,295.0 $12.0M 0.85% +64K +1407.6% $176.32 -11.0%
23 HD HOME DEPOT INC Consumer Cyclical 31,988.0 $11.3M 0.80% +573.0 +1.8% $352.68 -4.8%
24 MBSF VALUED ADVISERS TR 424,493.0 $10.9M 0.77% +245K +137.0% $25.68 +0.1%
25 LNG CHENIERE ENERGY INC Energy 45,585.0 $10.9M 0.77% +17K +57.5% $239.01 +16.1%
26 AIG AMERICAN INTL GROUP INC Financial Services 137,664.0 $10.3M 0.72% +3K +2.5% $74.53 +2.1%
27 MCK MCKESSON CORP Healthcare 11,435.0 $8.6M 0.61% +108.0 +0.9% $755.59 +13.7%
28 WM WASTE MGMT INC DEL Industrials 33,563.0 $7.5M 0.53% +2K +6.1% $222.88 +0.5%
29 DE DEERE & CO Industrials 11,052.0 $7.0M 0.50% +72.0 +0.7% $634.35 +2.1%
30 DIS DISNEY WALT CO Communication Services 69,436.0 $6.7M 0.47% +1K +1.6% $96.25 +12.0%
31 PEP PEPSICO INC Consumer Defensive 47,916.0 $6.5M 0.46% +19K +66.0% $135.40 +6.0%
32 LNT ALLIANT ENERGY CORP Utilities 80,414.0 $6.1M 0.43% +527.0 +0.7% $76.29 -11.1%
33 DHR DANAHER CORP DEL Healthcare 31,782.0 $6.1M 0.43% +743.0 +2.4% $190.48 +14.9%
34 TSLA TESLA INC Consumer Cyclical 13,448.0 $5.7M 0.40% +204.0 +1.5% $420.61 -13.7%
35 WFC WELLS FARGO & CO Financial Services 67,860.0 $5.6M 0.40% +29K +76.3% $82.64 +1.5%
36 UPS UNITED PARCEL SVCS INC Industrials 51,431.0 $5.5M 0.39% +594.0 +1.2% $107.50 -5.1%
37 DFEV DIMENSIONAL ETF TRUST 108,298.0 $4.6M 0.33% +40K +58.5% $42.67 -1.7%
38 RTX RTX CORPORATION Industrials 23,906.0 $4.5M 0.32% +5K +23.6% $189.73 +10.6%
39 RJF RAYMOND JAMES FINL INC Financial Services 28,607.0 $4.3M 0.31% +12K +74.4% $152.03 +15.2%
40 LPLA LPL FINL HLDGS INC Financial Services 14,409.0 $4.1M 0.29% +642.0 +4.7% $281.69 +28.3%
Page 2 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 12.9%
Communication Services 10.4%
Industrials 10.3%
Healthcare 9.7%
Consumer Cyclical 8.9%
Consumer Defensive 5.2%
Energy 3.3%
Basic Materials 2.5%
Utilities 2.5%