Us Asset Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$115.4M
Q ending 2026-03-31
Prior quarter
$122.5M
Q ending 2025-12-31
Change
-5.8% QoQ · +10.2% YoY
Positions
117
reported holdings

Largest positions

Top 100 of 117 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$9.3M37K
Nvidia CorpNVDAShares$9.0M52K
Alphabet Inc- AShares$6.3M22K
Microsoft CorpMSFTShares$6.1M16K
Amazon.Com IncAMZNShares$4.5M21K
Jpmorgan ChaseJPMShares$2.9M10K
BroadcomAVGOShares$2.8M9K
Meta PlatformsMETAShares$2.7M5K
TeslaTSLAShares$2.4M6K
Alphabet Inc- CShares$2.2M8K
Caterpillar IncCATShares$2.0M3K
Analog DevicesADIShares$2.0M6K
Visa- AShares$2.0M6K
Goldman SachsShares$1.9M2K
Eli Lilly & CoLLYShares$1.7M2K
Bank Of AmericaBACShares$1.5M32K
Linde PlcShares$1.5M3K
OracleShares$1.2M8K
Home Depot IncHDShares$1.2M4K
Marsh&MclennanMRSHShares$1.2M7K
Adv Micro DeviceAMDShares$1.1M6K
Texas InstTXNShares$1.1M6K
Netflix IncNFLXShares$1.1M11K
ChevronCVXShares$1.1M5K
Cisco SystemsShares$1.1M14K
Auto Data ProADPShares$983K5K
Globe LifeGLShares$952K7K
Honeywell IntHONGBPShares$951K4K
American ExpressAXPShares$945K3K
UnitedhealthShares$939K3K
Danaher CorpDHRShares$925K5K
Exxon MobilXOMShares$895K5K
Mcdonalds CorpMCDShares$891K3K
Merck & Co IncShares$875K7K
Citigroup IncCShares$866K8K
Ameriprise FinShares$859K2K
Abbvie IncShares$828K4K
Assurant IncShares$825K4K
Wal-Mart StoresWMTShares$808K6K
Philip Morris IntlPMShares$806K5K
Nvr IncNVRShares$778K118
Walt Disney CoDISShares$768K8K
Paychex IncPAYXShares$762K8K
Amgen IncAMGNShares$761K2K
Loews CorpLShares$723K7K
General DynGDShares$712K2K
Proshares TrustUSDShares$701K15K
Air Prods & ChemAPDShares$688K2K
Gilead SciencesGILDShares$681K5K
News Corp-BShares$678K24K
Intel CorpINTCShares$666K15K
Stryker CorpSYKShares$613K2K
Mastercard- AShares$609K1K
PrologisPLDShares$608K5K
ConocophillipsShares$598K5K
American TowerShares$596K3K
Sandisk CorpSNDKShares$592K931
Dover CorpDOVShares$531K3K
Ibm CorpIBMShares$531K2K
At&T IncShares$527K18K
Eaton CorpShares$523K1K
Illinois ToolITWShares$510K2K
Union PacUNPShares$506K2K
Blackrock IncBLKShares$495K515
Rtx CorpRTXShares$470K2K
Berkshire Hath-BBRK/BShares$465K971
Roper IndsROPShares$455K1K
Ge VernovaGEVShares$451K517
Newmont MiningNEMShares$450K4K
M & T Bank CorpShares$446K2K
Pnc Financial SePNCShares$446K2K
Tjx Cos IncTJXShares$434K3K
SempraSREShares$434K4K
Comcast- AShares$387K13K
Medtronic PlcShares$384K4K
Abbott LabABTShares$378K4K
Mondelez Rt/ShMDLZShares$373K6K
Pub Serv EnterpPEGShares$367K5K
Allegion PublicShares$364K3K
Price T RoweShares$352K4K
Apa CorpAPAShares$351K8K
Pfizer IncPFEShares$347K12K
Target CorpTGTShares$346K3K
CencoraCORShares$345K1K
Omnicom GroupOMCShares$341K5K
Qualcomm IncQCOMShares$338K3K
Enbridge IncENBShares$337K6K
Applied Ind TechShares$336K1K
Thermo FisherTMOShares$333K678
Yum! Brands IncYUMShares$333K2K
PalantirPLTRShares$332K2K
Revvity IncRVTYShares$329K4K
Pinnacle WestPNWShares$327K3K
Emerson ElecEMRShares$312K2K
Teledyne TechTDYShares$307K508
Cvs HealthCVSShares$305K4K
Fiserv IncFISVShares$299K5K
Lowe'S Cos IncLOWShares$286K1K
Coca-Cola CoKOShares$277K4K
Mueller IndsMLIShares$269K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.