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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 7 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LRCX LAM RESEARCH CORP Technology 3,329.0 $1.4M 0.10% -267.0 -7.4% $433.33 -27.5%
122 SMDV PROSHARES TR 18,624.0 $1.4M 0.10% +460.0 +2.5% $77.03 -0.1%
123 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,882.0 $1.4M 0.10% -83.0 -2.8% $496.73 +10.3%
124 FCX FREEPORT MCMORAN INC Basic Materials 22,666.0 $1.4M 0.10% +10K +83.8% $62.89 +21.9%
125 CSCO CISCO SYS INC Technology 12,125.0 $1.4M 0.10% -5K -29.2% $117.46 -5.5%
126 VRT VERTIV HOLDINGS CO Industrials 4,206.0 $1.4M 0.10% +183.0 +4.5% $334.83 -21.8%
127 VST VISTRA CORP Utilities 8,874.0 $1.4M 0.10% +89.0 +1.0% $158.63 -14.1%
128 PYPL PAYPAL HLDGS INC Financial Services 32,515.0 $1.4M 0.10% -19K -37.1% $43.18 +42.5%
129 ADBE ADOBE INC Technology 6,576.0 $1.3M 0.10% -39K -85.7% $205.03 +34.3%
130 WMB WILLIAMS COS INC Energy 17,924.0 $1.3M 0.09% -838.0 -4.5% $74.34 -5.2%
131 SPEM SPDR INDEX SHS FDS 25,003.0 $1.3M 0.09% +197.0 +0.8% $51.78 +1.2%
132 WMT WALMART INC Consumer Defensive 11,255.0 $1.3M 0.09% +128.0 +1.1% $113.26 -8.4%
133 MPWR MONOLITHIC PWR SYS INC Technology 922.0 $1.3M 0.09% -65.0 -6.6% $1382.50 -4.8%
134 USFD US FOODS HLDG CORP Consumer Defensive 12,303.0 $1.3M 0.09% -191.0 -1.5% $102.25 +7.2%
135 AXP AMERICAN EXPRESS CO Financial Services 3,695.0 $1.2M 0.09% $338.29 -0.7%
136 CHRW C H ROBINSON WORLDWIDE IN Industrials 6,342.0 $1.2M 0.08% -649.0 -9.3% $188.33 -24.8%
137 TJX TJX COS INC NEW Consumer Cyclical 7,236.0 $1.1M 0.08% +5K +237.8% $151.51 -7.3%
138 GE GE AEROSPACE Industrials 2,894.0 $1.1M 0.08% +105.0 +3.8% $373.70 -6.8%
139 STIP ISHARES TR 10,439.0 $1.1M 0.07% +4K +58.3% $102.16 -1.2%
140 CVX CHEVRON CORPORATION Energy 6,247.0 $1.0M 0.07% -50K -88.8% $165.77 +23.8%
Page 7 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%