US Asset Management LLC

Est. AUM

$115.4M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$9.3M	36739	8.08%	SOLE
2	NVIDIA CORP	COM	$9.0M	51875	7.84%	SOLE
3	ALPHABET INC- A	COM	$6.3M	21906	5.46%	SOLE
4	MICROSOFT CORP	COM	$6.1M	16419	5.27%	SOLE
5	AMAZON.COM INC	COM	$4.5M	21497	3.88%	SOLE
6	JPMORGAN CHASE	COM	$2.9M	10012	2.55%	SOLE
7	BROADCOM	COM	$2.8M	9028	2.42%	SOLE
8	META PLATFORMS	COM	$2.7M	4663	2.31%	SOLE
9	TESLA	COM	$2.4M	6380	2.06%	SOLE
10	ALPHABET INC- C	COM	$2.2M	7746	1.93%	SOLE
11	CATERPILLAR INC	COM	$2.0M	2887	1.77%	SOLE
12	ANALOG DEVICES	COM	$2.0M	6284	1.73%	SOLE
13	VISA- A	COM	$2.0M	6471	1.69%	SOLE
14	GOLDMAN SACHS	COM	$1.9M	2233	1.64%	SOLE
15	ELI LILLY & CO	COM	$1.7M	1796	1.43%	SOLE
16	BANK OF AMERICA	COM	$1.5M	31631	1.34%	SOLE
17	LINDE PLC	COM	$1.5M	3015	1.30%	SOLE
18	ORACLE	COM	$1.2M	8335	1.06%	SOLE
19	HOME DEPOT INC	COM	$1.2M	3650	1.04%	SOLE
20	MARSH&McLENNAN	COM	$1.2M	6760	1.02%	SOLE
21	ADV MICRO DEVICE	COM	$1.1M	5556	0.98%	SOLE
22	TEXAS INST	COM	$1.1M	5805	0.98%	SOLE
23	NETFLIX INC	COM	$1.1M	11464	0.95%	SOLE
24	CHEVRON	COM	$1.1M	5203	0.93%	SOLE
25	CISCO SYSTEMS	COM	$1.1M	13857	0.93%	SOLE
26	AUTO DATA PRO	COM	$983K	4836	0.85%	SOLE
27	GLOBE LIFE	COM	$952K	6844	0.82%	SOLE
28	HONEYWELL INT	COM	$951K	4206	0.82%	SOLE
29	AMERICAN EXPRESS	COM	$945K	3124	0.82%	SOLE
30	UNITEDHEALTH	COM	$939K	3469	0.81%	SOLE
31	DANAHER CORP	COM	$925K	4878	0.80%	SOLE
32	EXXON MOBIL	COM	$895K	5274	0.78%	SOLE
33	MCDONALDS CORP	COM	$891K	2866	0.77%	SOLE
34	MERCK & CO INC	COM	$875K	7277	0.76%	SOLE
35	CITIGROUP INC	COM	$866K	7640	0.75%	SOLE
36	AMERIPRISE FIN	COM	$859K	1934	0.74%	SOLE
37	ABBVIE INC	COM	$828K	3805	0.72%	SOLE
38	ASSURANT INC	COM	$825K	3787	0.71%	SOLE
39	WAL-MART STORES	COM	$808K	6499	0.70%	SOLE
40	PHILIP MORRIS INTL	COM	$806K	4877	0.70%	SOLE
41	NVR INC	COM	$778K	118	0.67%	SOLE
42	WALT DISNEY CO	COM	$768K	7967	0.67%	SOLE
43	PAYCHEX INC	COM	$762K	8275	0.66%	SOLE
44	AMGEN INC	COM	$761K	2164	0.66%	SOLE
45	LOEWS CORP	COM	$723K	6773	0.63%	SOLE
46	GENERAL DYN	COM	$712K	2075	0.62%	SOLE
47	PROSHARES TRUST	COM	$701K	14626	0.61%	SOLE
48	AIR PRODS & CHEM	COM	$688K	2368	0.60%	SOLE
49	GILEAD SCIENCES	COM	$681K	4886	0.59%	SOLE
50	NEWS CORP-B	COM	$678K	23775	0.59%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.