US Asset Management LLC

CIK: 0001882673Latest portfolio: $122.5M · Q4 2025

Holdings

118

Total Value

$122.5M

New Positions

4

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
36,916$10.0M8.19%-342
2
NVDANVIDIA CORP
52,144$9.7M7.94%-3,565
3
MSFTMICROSOFT CORP
16,500$8.0M6.51%-147
4
ALPHABET INC- A
21,962$6.9M5.61%-202
5
AMZNAMAZON.COM INC
21,584$5.0M4.07%-194
6
AVGOBROADCOM
9,644$3.3M2.72%-84
7
JPMJPMORGAN CHASE
10,064$3.2M2.65%-88
8
METAMETA PLATFORMS
4,691$3.1M2.53%-43
9
TSLATESLA
6,413$2.9M2.35%-57
10
ALPHABET INC- C
7,828$2.5M2.01%-69
11
VVISA- A
6,493$2.3M1.86%-59
12
GSGOLDMAN SACHS
2,242$2.0M1.61%-21
13
LLYELI LILLY & CO
1,805$1.9M1.58%-12
14
BACBANK OF AMERICA
31,831$1.8M1.43%-268
15
ADIANALOG DEVICES
6,287$1.7M1.39%-56
16
CATCATERPILLAR INC
2,895$1.7M1.35%-26
17
ORCLORACLE
8,382$1.6M1.33%-587
18
LINLINDE PLC
3,031$1.3M1.05%-27
19
HDHOME DEPOT INC
3,677$1.3M1.03%-31
20
MRSHMARSH&McLENNAN
6,778$1.3M1.03%-69
21
ADPAUTO DATA PRO
4,854$1.2M1.02%-48
22
AMDADV MICRO DEVICE
5,580$1.2M0.98%-52
23
AXPAMERICAN EXPRESS
3,150$1.2M0.95%-33
24
UNHUNITEDHEALTH
3,484$1.1M0.94%-32
25
DHRDANAHER CORP
4,911$1.1M0.92%-45

Quarterly Changes

New Positions

Closed Positions

  • TGTCLOSED
    $263.0M

Increased Positions

NameSharesChange
ILPT23K+744
MLI2K+81
APPLIED IND TECH1K+41
TDY508+17
APA8K+4

Decreased Positions

NameSharesChange
NVDA52K-3565
GL7K-918
NEM3K-808
ORCL8K-587
COP5K-457
AAPL37K-342
BAC32K-268
ALPHABET INC- A22K-202
AMZN22K-194
T18K-167

Sector Breakdown

Technology0.0% ($1.0035972479793338e+53T)
Financial Services0.0% ($3.24222771970175e+47T)
Healthcare0.0% ($1.9391150112486877e+38T)
Industrials0.0% ($1.6581248933826708e+37T)
Unknown0.0% ($6.874245610738979e+32T)
Consumer Cyclical0.0% ($4.9822884126588384e+26T)
Communication Services0.0% ($30961078912703.5T)
Energy0.0% ($797493.4T)
Consumer Defensive0.0% ($722352.3T)
Basic Materials0.0% ($1292.6T)
Real Estate0.0% ($609.6T)
Utilities0.0% ($392.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$122.5M118
Q3 2025Nov 18, 2025$121.7B115
Q2 2025Jul 16, 2025$115.4B123
Q1 2025Apr 29, 2025$104.7M122
Q4 2024Feb 18, 2025$111.5M122

Fund Information

CIK0001882673
Most Recent FilingJan 27, 2026
Number of Filings5

US Asset Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $122.5M across 118 holdings. The largest position is APPLE INC (AAPL), representing 8.2% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.