Institutional Fund
United Asset Strategies, Inc.
Garden City, NYCIK 15399485 filings on record
Portfolio Value
$1.26B
Q1 2026
Holdings
257
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-3.0%
from $1.30B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.4%
- Alphabet Inc4.7%
- Apple Inc4.6%
- Amazon Com Inc4.0%
- Microsoft Corp3.3%
- Select Sector Spdr Tr2.5%
- Other75.6%
Portfolio Holdings
257 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 392.5K | $68.44M | 5.4% | +1.5K | Added |
| 2 | Alphabet Inc | 204.2K | $58.72M | 4.7% | −3.6K | Reduced |
| 3 | Apple Inc | 226.9K | $57.60M | 4.6% | −3.0K | Reduced |
| 4 | Amazon Com Inc | 240.2K | $50.02M | 4.0% | +19.1K | Added |
| 5 | Microsoft Corp | 110.6K | $40.96M | 3.3% | +5.5K | Added |
| 6 | Select Sector Spdr Tr | 231.8K | $30.80M | 2.5% | −40.7K | Reduced |
| 7 | Meta Platforms Inc | 50.6K | $28.94M | 2.3% | +1.4K | Added |
| 8 | Merck & Co Inc | 210.4K | $25.31M | 2.0% | −6.8K | Reduced |
| 9 | Wisdomtree Tr | 482.7K | $24.30M | 1.9% | +58.1K | Added |
| 10 | Broadcom Inc | 77.7K | $24.04M | 1.9% | +1.1K | Added |
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