United Asset Strategies, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 268 distinct positions held by the firm.
The portfolio is led by large-cap technology and industrial names. Microsoft Corporation is the largest holding, with 65,608,393 shares. Other major positions include NVIDIA Corporation with 97,748,705 shares, Apple Inc. with 98,175,280 shares, and Alphabet Inc. Class A shares with 176,549 shares.
Significant holdings in the financial sector include JPMorgan Chase & Co. with 15,903,569 shares and Bank of America Corporation with 18,480,828 shares. The filing also lists substantial positions in energy and industrial companies, such as Kinder Morgan Inc. with 16,547,930 shares, ExxonMobil Holdings Corp. with 5,808,489 shares, and Caterpillar Inc. with 2,311,410 shares.
United Asset Strategies, Inc. is headquartered in Garden City, New York. The filing was signed by Robert Murphy, the Chief Operations Officer, on October 28, 2026.
