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US Asset Management LLC

Portfolio Manager
US Asset Management LLC
Performance
-9.07% (2026 Q1)
AUM (13F)
$115.42M
# of Holdings
117
Performance Rank
Allocation (Top 20)
48.73%

US Asset Management LLC Holdings Map

Top 50 US Asset Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.08%36.7K$9.3M
-0.48%(-177)
2025-Q1: 37.7K shares2025-Q2: 37.6K shares2025-Q3: 37.3K shares2025-Q4: 36.9K shares2026-Q1: 36.7K shares
$139.27(+121.61%)
2026-03-31
NVDA
NVIDIA CORP
7.84%51.9K$9.0M
-0.52%(-269)
2025-Q1: 61.7K shares2025-Q2: 57.4K shares2025-Q3: 55.7K shares2025-Q4: 52.1K shares2026-Q1: 51.9K shares
$21.87(+790.72%)
2026-03-31
MSFT
MICROSOFT CORP
5.27%16.4K$6.1M
-0.49%(-81)
2025-Q1: 16.7K shares2025-Q2: 16.7K shares2025-Q3: 16.6K shares2025-Q4: 16.5K shares2026-Q1: 16.4K shares
$276.77(+41.09%)
2026-03-31
AMZN
AMAZON.COM INC
3.88%21.5K$4.5M
-0.40%(-87)
2025-Q1: 21.5K shares2025-Q2: 21.4K shares2025-Q3: 21.8K shares2025-Q4: 21.6K shares2026-Q1: 21.5K shares
$168.83(+43.74%)
2026-03-31
JPM
JPMORGAN CHASE
2.55%10.0K$2.9M
-0.52%(-52)
2025-Q1: 10.0K shares2025-Q2: 9.9K shares2025-Q3: 10.2K shares2025-Q4: 10.1K shares2026-Q1: 10.0K shares
$174.83(+91.32%)
2026-03-31
AVGO
BROADCOM
2.42%9.0K$2.8M
-6.39%(-616)
2025-Q1: 5.7K shares2025-Q2: 9.8K shares2025-Q3: 9.7K shares2025-Q4: 9.6K shares2026-Q1: 9.0K shares
$164.22(+119.49%)
2026-03-31
META
META PLATFORMS
2.31%4.7K$2.7M
-0.60%(-28)
2025-Q1: 5.4K shares2025-Q2: 5.4K shares2025-Q3: 4.7K shares2025-Q4: 4.7K shares2026-Q1: 4.7K shares
$342.78(+70.05%)
2026-03-31
TSLA
TESLA
2.05%6.4K$2.4M
-0.51%(-33)
2025-Q1: 6.5K shares2025-Q2: 6.5K shares2025-Q3: 6.5K shares2025-Q4: 6.4K shares2026-Q1: 6.4K shares
$243.29(+61.72%)
2026-03-31
CAT
CATERPILLAR INC
1.77%2.9K$2.0M
-0.28%(-8)
2025-Q1: 2.9K shares2025-Q2: 2.9K shares2025-Q3: 2.9K shares2025-Q4: 2.9K shares2026-Q1: 2.9K shares
$204.80(+370.47%)
2026-03-31
ADI
ANALOG DEVICES
1.73%6.3K$2.0M
-0.05%(-3)
2025-Q1: 5.5K shares2025-Q2: 5.5K shares2025-Q3: 6.3K shares2025-Q4: 6.3K shares2026-Q1: 6.3K shares
$179.50(+110.12%)
2026-03-31

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