United Asset Strategies, Inc.

CIK 0001539948 · Q2 2026

13F Equity AUM

$1.4B

+12.6% QoQ

Positions

259

+3 QoQ

AUM Rank

#1,944

Top 22%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,831 · Top 46%

vs S&P -1.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 24.4%Top 10: 34.8%Top 20: 49.5%

NVDA6.0%

AAPL5.8%

GOOGL5.0%

AMZN4.1%

MSFT3.5%

AVGO2.2%

SOXX2.2%

XLK2.1%

META2.1%

ASML1.8%

Others (249)65.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services27.6%

Technology26.1%

Communication Services8.7%

Industrials8.2%

Healthcare7.8%

Consumer Cyclical7.2%

Consumer Defensive3.3%

Energy2.7%

Other8.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 259Median: 0.09%Avg: 0.39%

0–0.5%

207(22.8%)

0.5–1%

22(16.6%)

1–3%

25(36.2%)

3–5%

2(7.5%)

5%+

3(16.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 259vs 20 funds

0%Low

259

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New20Increased129Decreased98Exited18

New Positions

CSGP1.0%

+489K

PSK0.5%

+251K

APP0.5%

+15K

CARNIVAL CORP LTD0.2%

+97K

DELL0.1%

+4K

XSD0.1%

+2K

TER0.1%

+2K

BKNG0.1%

+5K

LYV0.1%

+5K

IGV0.1%

+9K

Increased

MBSF0.8%

+245K(+137%)

APH0.8%

+64K(+1408%)

AAPL5.8%

+58K(+26%)

DFEV0.3%

+40K(+58%)

NVDA6.0%

+31K(+8%)

KMI1.2%

+31K(+6%)

WFC0.4%

+29K(+76%)

SPGI0.9%

+28K(+843%)

MSFT3.5%

+20K(+18%)

PEP0.5%

+19K(+66%)

Decreased

O0.1%

-129,952(-91%)

XLF0.2%

-88,000(-58%)

XLK2.1%

-76,102(-33%)

MRK1.3%

-66,781(-32%)

TRVC0.7%

-61,322(-47%)

CHV0.1%

-49,653(-89%)

PANW1.6%

-41,315(-39%)

ADBE0.1%

-39,280(-86%)

XLP0.6%

-31,350(-23%)

JPM1.1%

-27,589(-37%)

Exited

-27,528

-10,549

-10,051

-3,887

-7,646

-502

-10,137

-2,131

-11,246

-3,185

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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