Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
US Asset Management LLC (CIK 1882673) reported $122.5M across 118 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: AAPL ($10.0M, 8.19%), NVDA ($9.7M, 7.94%), MSFT ($8.0M, 6.52%), GOOGL ($6.9M, 5.61%), AMZN ($5.0M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.0M | 8.19% | 36,916 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $9.7M | 7.94% | 52,144 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $8.0M | 6.52% | 16,500 | Trimmed |
| 4 | GOOGL | ALPHABET INC- A | $6.9M | 5.61% | 21,962 | Trimmed |
| 5 | AMZN | AMAZON.COM INC | $5.0M | 4.07% | 21,584 | Trimmed |
| 6 | AVGO | BROADCOM | $3.3M | 2.73% | 9,644 | Trimmed |
| 7 | JPM | JPMORGAN CHASE | $3.2M | 2.65% | 10,064 | Trimmed |
| 8 | META | META PLATFORMS | $3.1M | 2.53% | 4,691 | Trimmed |
| 9 | TSLA | TESLA | $2.9M | 2.35% | 6,413 | Trimmed |
| 10 | GOOG | ALPHABET INC- C | $2.5M | 2.01% | 7,828 | Trimmed |
| 11 | V | VISA- A | $2.3M | 1.86% | 6,493 | Trimmed |
| 12 | GS | GOLDMAN SACHS | $2.0M | 1.61% | 2,242 | Trimmed |
| 13 | LLY | ELI LILLY & CO | $1.9M | 1.58% | 1,805 | Trimmed |
| 14 | BAC | BANK OF AMERICA | $1.8M | 1.43% | 31,831 | Trimmed |
| 15 | ADI | ANALOG DEVICES | $1.7M | 1.39% | 6,287 | Trimmed |
| 16 | CAT | CATERPILLAR INC | $1.7M | 1.35% | 2,895 | Trimmed |
| 17 | ORCL | ORACLE | $1.6M | 1.33% | 8,382 | Trimmed |
| 18 | LIN | LINDE PLC | $1.3M | 1.06% | 3,031 | Trimmed |
| 19 | MMC | MARSH&McLENNAN | $1.3M | 1.03% | 6,778 | Trimmed |
| 20 | HD | HOME DEPOT INC | $1.3M | 1.03% | 3,677 | Trimmed |
| 21 | ADP | AUTO DATA PRO | $1.2M | 1.02% | 4,854 | Trimmed |
| 22 | AMD | ADV MICRO DEVICE | $1.2M | 0.98% | 5,580 | Trimmed |
| 23 | AXP | AMERICAN EXPRESS | $1.2M | 0.95% | 3,150 | Trimmed |
| 24 | UNH | UNITEDHEALTH | $1.2M | 0.94% | 3,484 | Trimmed |
| 25 | DHR | DANAHER CORP | $1.1M | 0.92% | 4,911 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31