United Asset Strategies, Inc.

Q2 2026 13F-HR Holdings

Location
Garden City, NY
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
259
Total value ($000)
$1,414,889
Net value change ($000)
+158,045 (12.6%)
New positions
20
Sold out positions
17
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 24,933 43.3%
NVDA 16,339 23.9%
CSGP 13,849 NEW
GOOGL 12,365 21.1%
SOXX 12,020 62.1%
APH 11,470 2005.2%
SPGI 11,186 802.4%
MSFT 7,794 19.0%
AMZN 7,733 15.5%
APP 7,689 NEW
Top Reduces (Value $000, Stocks/ETFs)
CVX -10,530 -91.0%
ADBE -9,799 -87.9%
O -7,941 -90.8%
MRK -6,853 -27.1%
JPM -6,535 -29.5%
C -5,145 -35.0%
XOM -4,598 -49.0%
JKHY -4,351 -100.0%
XLF -4,076 -54.6%
GLD -3,102 -36.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type