Institutions / United Asset Strategies, Inc. / Holdings

United Asset Strategies, Inc.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
APPLIED MATERIALS INC /DE	—	$2.01M	7,817	0.2%
NUCOR CORP	—	$1.94M	11,908	0.1%
SPDR S&P 500 ETF TR	—	$1.92M	2,812	0.1%
PAYCHEX INC	—	$1.86M	16,541	0.1%
FirstEnergy Corp	—	$1.80M	40,175	0.1%
T Rowe Price Group Inc	—	$1.79M	17,485	0.1%
SELECT SECTOR SPDR TR	—	$1.79M	39,959	0.1%
SYSCO CORP	—	$1.76M	23,864	0.1%
S&P Global Inc.	—	$1.74M	3,322	0.1%
KKR & Co. Inc.	—	$1.73M	13,569	0.1%
QUALCOMM INC/DE	—	$1.72M	10,059	0.1%
Accenture plc	—	$1.72M	6,413	0.1%
Vistra Corp.	—	$1.70M	10,511	0.1%
LOWES COMPANIES INC	—	$1.68M	6,972	0.1%
Palantir Technologies Inc	—	$1.64M	9,201	0.1%
ROSS STORES, INC.	—	$1.63M	9,043	0.1%
NEXTERA ENERGY INC	—	$1.63M	20,262	0.1%
CADENCE DESIGN SYSTEMS INC	—	$1.59M	5,093	0.1%
CH Robinson Worldwide Inc	—	$1.59M	9,866	0.1%
COCA COLA CO	—	$1.50M	21,470	0.1%
Intuitive Surgical Inc	—	$1.50M	2,642	0.1%
NIKE, Inc.	—	$1.47M	23,139	0.1%
ORACLE CORP	—	$1.47M	7,536	0.1%
United Parcel Service Inc	—	$1.46M	14,743	0.1%
ISHARES TR	—	$1.41M	14,712	0.1%
Walmart Inc.	—	$1.40M	12,541	0.1%
VERTEX PHARMACEUTICALS INC / MA	—	$1.36M	3,010	0.1%
INTUIT INC.	—	$1.35M	2,036	0.1%
CATERPILLAR INC	—	$1.34M	2,334	0.1%
AMERICAN EXPRESS CO	—	$1.34M	3,612	0.1%
ISHARES TR	—	$1.32M	12,470	0.1%
Autodesk, Inc.	—	$1.31M	4,422	0.1%
CISCO SYSTEMS, INC.	—	$1.30M	16,898	0.1%
ANGEL OAK FUNDS TRUST	—	$1.26M	144,622	0.1%
Zoetis Inc.	—	$1.22M	9,707	0.1%
Williams Cos Inc/The	—	$1.21M	20,048	0.1%
Monolithic Power Systems Inc	—	$1.20M	1,329	0.1%
SPDR INDEX SHS FDS	—	$1.15M	24,591	0.1%
TEXAS INSTRUMENTS INC	—	$1.14M	6,599	0.1%
CINTAS CORP	—	$1.12M	5,948	0.1%
PROSHARES TR	—	$1.12M	16,908	0.1%
Datadog, Inc.	—	$1.10M	8,098	0.1%
Vulcan Materials Co	—	$1.08M	3,798	0.1%
Air Products & Chemicals, Inc.	—	$1.08M	4,383	0.1%
GENERAL DYNAMICS CORP	—	$1.03M	3,072	0.1%
MercadoLibre, Inc.	—	$954.8K	474	0.1%
CrowdStrike Holdings, Inc.	—	$953.0K	2,033	0.1%
DoorDash, Inc.	—	$945.4K	4,174	0.1%
Hilton Worldwide Holdings Inc.	—	$941.3K	3,277	0.1%
US Foods Holding Corp.	—	$939.8K	12,478	0.1%