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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 5 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 12,139.0 $3.3M 0.23% +182.0 +1.5% $270.32 +0.2%
82 RMD RESMED INC Healthcare 16,616.0 $3.2M 0.23% +607.0 +3.8% $194.88 +18.8%
83 GOOG ALPHABET INC 9,014.0 $3.2M 0.23% -1K -11.4% $353.31
84 CAT CATERPILLAR INC Industrials 2,971.0 $3.2M 0.22% +676.0 +29.5% $1065.05 -22.3%
85 QQQ INVESCO QQQ TR Financial Services 4,041.0 $3.0M 0.21% $736.47 -3.1%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 65,734.0 $2.8M 0.20% +2K +3.6% $42.34 +16.8%
87 CARNIVAL CORP LTD 96,900.0 $2.8M 0.20% NEW $28.57
88 PG PROCTER & GAMBLE CO Consumer Defensive 18,834.0 $2.8M 0.20% -431.0 -2.2% $146.64 -1.3%
89 XMHQ INVESCO EXCHANGE TRADED FD T 24,101.0 $2.7M 0.19% -2K -8.1% $112.88 +5.7%
90 ITW ILLINOIS TOOL WKS INC Industrials 10,051.0 $2.7M 0.19% -222.0 -2.2% $270.47 +4.4%
91 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,816.0 $2.6M 0.19% -137.0 -4.6% $935.51 +1.3%
92 XLI SELECT SECTOR SPDR TR 13,994.0 $2.6M 0.18% -661.0 -4.5% $185.23 -2.7%
93 J JACOBS SOLUTIONS INC Industrials 20,425.0 $2.6M 0.18% +538.0 +2.7% $126.00 +19.1%
94 XLV SELECT SECTOR SPDR TR 15,912.0 $2.5M 0.18% +743.0 +4.9% $158.66 +10.1%
95 CDNS CADENCE DESIGN SYSTEM INC Technology 6,106.0 $2.3M 0.16% -2K -24.2% $375.32 -15.0%
96 ROST ROSS STORES INC Consumer Cyclical 10,678.0 $2.3M 0.16% +2K +24.8% $212.85 +12.3%
97 NFLX NETFLIX INC. Communication Services 31,828.0 $2.3M 0.16% +5K +19.8% $71.40 +11.5%
98 MU MICRON TECHNOLOGY INC Technology 1,942.0 $2.2M 0.16% -2K -44.9% $1154.48 -16.3%
99 ANET ARISTA NETWORKS INC Technology 12,863.0 $2.2M 0.15% +2K +18.5% $169.88 +11.0%
100 AGG ISHARES TR 21,514.0 $2.1M 0.15% +267.0 +1.3% $98.98 -1.6%
Page 5 of 13  ·  259 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%