1y return+18.7%S&P 500 +20.9%
3y return+59.8%S&P 500 +68.5%
5y return+64.0%S&P 500 +74.5%
10y return+176.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $276 against $357 in the S&P 500.2
United Asset Strategies, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $84.8M | 6.0% | +8.0% |
| AAPLApple Inc | $82.5M | 5.8% | +25.7% |
| GOOGLAlphabet Inc | $71.1M | 5.0% | −2.6% |
| AMZNAmazon Com Inc | $57.8M | 4.1% | |
| MSFTMicrosoft Corp | $48.8M | 3.4% | +18.1% |
| AVGOBroadcom Inc | $31.6M | 2.2% | +7.6% |
| SOXXIshares Tr | $31.4M | 2.2% | −16.9% |
| XLKSelect Sector Spdr Tr | $29.7M | 2.1% | −32.8% |
| METAMeta Platforms Inc | $29.4M | 2.1% | +3.1% |
| Asml Hldg NvCUSIP N07059210 | $25.8M | 1.8% | −21.4% |
| SPSMSpdr Series Trust | $25.0M | 1.8% | +1.0% |
| USFRWisdomtree Tr | $24.8M | 1.8% | +1.9% |
| PANWPalo Alto Networks Inc | $22.2M | 1.6% | −38.8% |
| MAMastercard Incorporated | $22.1M | 1.6% | +2.1% |
| PHParker-hannifin Corp | $20.1M | 1.4% | +2.3% |
| BACBank Of Amer Corp | $19.3M | 1.4% | |
| GWWWw Grainger Inc | $19.1M | 1.3% | |
| VMBSVanguard Scottsdale Fds | $18.9M | 1.3% | −3.8% |
| MRKMerck & Co Inc | $18.5M | 1.3% | −31.7% |
| SCHWSchwab Charles Corp | $18.1M | 1.3% | |
| EWEdwards Lifesciences Corp | $17.4M | 1.2% | |
| KMIKinder Morgan Inc Del | $17.3M | 1.2% | +6.0% |
| ECLEcolab Inc | $16.1M | 1.1% | +1.5% |
| TMOThermo Fisher Scientific Inc | $15.8M | 1.1% | +1.0% |
| JPMJpmorgan Chase & Co | $15.6M | 1.1% | −36.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $84.8M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $22.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $71.1M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $31.6M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $29.7M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $15.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $82.5M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2024 | +187.0% | $25.8M |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $18.1M |
| SOXXIshares Tr | June 30, 2025 | +168.4% | $31.4M |
Sold off last quarter
- JKHYHenry Jack & Assoc Inc was $4.4M
- QCOMQualcomm Inc was $1.3M
- ZTSZoetis Inc was $1.2M
- VMCVulcan Matls Co was $1.1M
- ABNBAirbnb Inc was $966K
- ORLYOreilly Automotive Inc was $936K
- MELIMercadolibre Inc was $868K
- CRWDCrowdstrike Hldgs Inc was $832K
- SYMSymbotic Inc was $598K
- VEEVVeeva Sys Inc was $434K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.3% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +2.6% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +7.1% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +8.0% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: United Asset Strategies, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1539948&type=13F-HR&dateb=&owner=include&count=40CIK 1539948
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1539948/000208585326000695/Filed July 13, 2026 · accession 0002085853-26-000695