§ 13F · FUND PROFILE
US Asset Management LLC.
AUM · $131M (13F)Positions · 112Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 36K | $11M | 8.0% | −1% |
| 2 | NVDA | NVIDIA CORP | 52K | $10M | 7.9% | ±0% |
| 3 | GOOGL | ALPHABET INC- A | 22K | $8M | 5.9% | −1% |
| 4 | MSFT | MICROSOFT CORP | 16K | $6M | 4.7% | ±0% |
| 5 | AMZN | AMAZON.COM INC | 22K | $5M | 3.9% | ±0% |
| 6 | AVGO | BROADCOM | 9K | $3M | 2.6% | ±0% |
| 7 | AMD | ADV MICRO DEVICE | 6K | $3M | 2.5% | ±0% |
| 8 | JPM | JPMORGAN CHASE | 10K | $3M | 2.5% | −2% |
| 9 | CAT | CATERPILLAR INC | 3K | $3M | 2.3% | ±0% |
| 10 | MU | MICRON TECH | 3K | $3M | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE US SIGNAL
AC read
US Asset Management LLC is a Other fund managing $131 million in assets. The fund runs a portfolio of 112 positions.
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