United Asset Strategies
United Asset Strategies reported 267 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (6.7%), NVDA (6.7%) and MSFT (4.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to AAPL, NVDA and META, trimmed MSFT, GOOGL and AMZN and sold out of XOM, CCL and HLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $98.2M | 6.7% | 295K | +9,595 (+3%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $97.7M | 6.7% | 428K | +4,286 (+1%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $65.6M | 4.5% | 128K | −2,775 (−2%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $60.7M | 4.2% | 177K | −22K (−11%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $55.7M | 3.8% | 223K | −19K (−8%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $37.9M | 2.6% | 52K | +143 (+0%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $28.7M | 2.0% | 82K | −1,794 (−2%) | 8 of 8 | |
| 8 |  SOXX Ishares Semiconductor | $28.7M | 2.0% | 50K | +1,477 (+3%) | 6 of 8 | |
| 9 |  XLK Select Sector Spdr TR | $27.4M | 1.9% | 140K | −16K (−10%) | 8 of 8 | |
| 10 |  PANW Palo Alto Networks Inc | $25.7M | 1.8% | 65K | −495 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.8M | 35K |
 CCL Carnival Corp Ltd F | $2.8M | 97K |
 HLT Hilton Worldwide Hldgs Inc | $968K | 2,928 |
 TER Teradyne Inc | $922K | 1,905 |
 NKE Nike Inc | $906K | 22K |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →United Asset Strategies 13F FAQ
What does United Asset Strategies own?
United Asset Strategies reported 267 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are AAPL (6.7%), NVDA (6.7%) and MSFT (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did United Asset Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 20 new positions, 148 added to, 78 trimmed and 12 sold out. New positions include XOM. It sold all of XOM, CCL and HLT.
When will United Asset Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is United Asset Strategies's portfolio worth?
The Q3 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.