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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 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 35,039.0 $4.8M 0.34% -20K -36.7% $136.72 +20.8%
22 V VISA INC Financial Services 13,363.0 $4.6M 0.32% -201.0 -1.5% $343.09 +8.1%
23 TMUS T-MOBILE US INC Communication Services 26,603.0 $4.5M 0.32% -1K -4.9% $167.73 +9.1%
24 OZ BELPOINTE PREP LLC Real Estate 88,722.0 $4.0M 0.28% -632.0 -0.7% $45.29 +6.0%
25 XLF SELECT SECTOR SPDR TR 63,333.0 $3.4M 0.24% -88K -58.1% $53.61 +7.2%
26 GOOG ALPHABET INC 9,014.0 $3.2M 0.23% -1K -11.4% $353.31
27 PG PROCTER & GAMBLE CO Consumer Defensive 18,834.0 $2.8M 0.20% -431.0 -2.2% $146.64 -1.3%
28 XMHQ INVESCO EXCHANGE TRADED FD T 24,101.0 $2.7M 0.19% -2K -8.1% $112.88 +5.7%
29 ITW ILLINOIS TOOL WKS INC Industrials 10,051.0 $2.7M 0.19% -222.0 -2.2% $270.47 +4.4%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,816.0 $2.6M 0.19% -137.0 -4.6% $935.51 +1.3%
31 XLI SELECT SECTOR SPDR TR 13,994.0 $2.6M 0.18% -661.0 -4.5% $185.23 -2.7%
32 CDNS CADENCE DESIGN SYSTEM INC Technology 6,106.0 $2.3M 0.16% -2K -24.2% $375.32 -15.0%
33 MU MICRON TECHNOLOGY INC Technology 1,942.0 $2.2M 0.16% -2K -44.9% $1154.48 -16.3%
34 FORTINET INC 13,843.0 $2.1M 0.15% -2K -14.4% $153.62
35 SHY ISHARES TR 25,642.0 $2.1M 0.15% -2K -7.2% $82.11 -0.1%
36 XLC SELECT SECTOR SPDR TR 19,596.0 $2.1M 0.15% -266.0 -1.3% $107.13 +4.0%
37 TROW PRICE T ROWE GROUP INC Financial Services 17,787.0 $2.0M 0.14% -278.0 -1.5% $113.69 -1.9%
38 FE FIRSTENERGY CORP Utilities 37,710.0 $1.8M 0.13% -2K -4.6% $47.54 -3.3%
39 XLE SELECT SECTOR SPDR TR 31,894.0 $1.7M 0.12% -2K -5.4% $53.11 +19.8%
40 NUE NUCOR CORP Basic Materials 7,546.0 $1.7M 0.12% -4K -36.7% $222.76 +9.4%
Page 2 of 5  ·  88 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%