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United Asset Strategies, Inc.
hedge fundUpdated 8 days agoManaged by United Asset Strategies, Inc. • Latest filing Q3 2026
Portfolio value
$1.5B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.3B |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.4B |
| Q3 2026 | $1.5B |
Top holdings
268 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $98.2M | 294.8K | 6.74% | Added(+3.4%) | |
| 2 | $97.7M | 428.0K | 6.71% | Added(+1.0%) | |
| 3 | $65.6M | 127.9K | 4.50% | Trimmed(-2.1%) | |
| 4 | $60.7M | 176.5K | 4.17% | Trimmed(-11.2%) | |
| 5 | $55.7M | 223.5K | 3.82% | Trimmed(-7.8%) | |
| 6 | $37.9M | 52.3K | 2.60% | Added(+0.3%) | |
| 7 | $28.7M | 81.8K | 1.97% | Trimmed(-2.1%) | |
| 8 | $28.7M | 50.5K | 1.97% | Added(+3.0%) | |
| 9 | $27.4M | 140.1K | 1.88% | Trimmed(-10.0%) | |
| 10 | $25.7M | 64.6K | 1.76% | Trimmed(-0.8%) | |
| 11 | $24.3M | 44.0K | 1.67% | Added(+2.4%) | |
| 12 | $24M | 13.2K | 1.64% | Added(+1.9%) | |
| 13 | $23.8M | 451.2K | 1.64% | Added(+3.9%) | |
| 14 | $21.1M | 419.2K | 1.45% | Trimmed(-14.8%) | |
| 15 | $20.8M | 143.4K | 1.43% | Trimmed(-0.2%) | |
| 16 | $20.6M | 30.5K | 1.41% | Trimmed(-3.1%) | |
| 17 | $20.1M | 21.0K | 1.38% | Added(+2.5%) | |
| 18 | $19.8M | 147.9K | 1.36% | Added(+2.3%) | |
| 19 | $18.5M | 339.5K | 1.27% | Added(+0.2%) | |
| 20 | $18.3M | 412.9K | 1.26% | Added(+2.5%) |