Fund HoldingsUS Asset Management LLC

Total Portfolio Value
$115.36M
Total Bought
$4.76M
Total Sold
$73.73M
Net Transaction
-$68.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORP(NVDA)057,370+57,37009,0647.86%+9,064
MICROSOFT CORP(MSFT)016,700+16,70008,3077.20%+8,307
APPLE INC(AAPL)037,628+37,62807,7206.69%+7,720
AMAZON.COM INC(AMZN)021,429+21,42904,7014.08%+4,701
META PLATFORMS(META)5,4045,394-1033,9813.45%+3,978
ALPHABET INC- A022,224+22,22403,9173.40%+3,917
JPMORGAN CHASE(JPM)9,9619,934-2722,8802.50%+2,878
BROADCOM(AVGO)09,768+9,76802,6932.33%+2,693
VISA- A(V)6,5996,581-1822,3372.03%+2,334
TESLA(TSLA)06,485+6,48502,0601.79%+2,060
ORACLE(ORCL)09,203+9,20302,0121.74%+2,012
GOLDMAN SACHS(GS)2,2632,263011,6021.39%+1,600
NETFLIX INC(NFLX)1,2201,166-5411,5611.35%+1,560
BANK OF AMERICA32,35532,259-9611,5261.32%+1,525
AUTO DATA PRO4,9024,902011,5121.31%+1,510
MARSH&McLENNAN(MRSH)6,8476,847021,4971.30%+1,495
LINDE PLC(LIN)3,0583,058011,4351.24%+1,433
ELI LILLY & CO(LLY)1,8451,823-2221,4211.23%+1,420
ALPHABET INC- C07,957+7,95701,4111.22%+1,411
PROSHARES TRUST018,882+18,88201,3971.21%+1,397
HOME DEPOT INC(HD)3,7273,720-711,3641.18%+1,363
ANALOG DEVICES(ADI)5,4915,491011,3071.13%+1,306
TEXAS INST(TXN)5,9615,941-2011,2331.07%+1,232
PAYCHEX INC(PAYX)8,4048,404011,2221.06%+1,221
CATERPILLAR INC(CAT)02,921+2,92101,1340.98%+1,134
UNITEDHEALTH(UNH)3,5293,524-521,0990.95%+1,098
AMERIPRISE FIN(AMP)01,959+1,95901,0460.91%+1,046
AMERICAN EXPRESS(AXP)03,183+3,18301,0150.88%+1,015
WALT DISNEY CO(DIS)08,083+8,08301,0020.87%+1,002
HONEYWELL INT(HON)4,2814,274-719950.86%+994
DANAHER CORP(DHR)04,980+4,98009840.85%+984
CISCO SYSTEMS(CSCO)14,17114,135-3619810.85%+980
GLOBE LIFE7,8387,822-1619720.84%+971
NEWS CORP-B28,29328,293019710.84%+970
FISERV INC(FISV)5,4065,406019320.81%+931
PHILIP MORRIS INTL(PM)4,9724,961-1119040.78%+903
MCDONALDS CORP(MCD)2,9192,919018530.74%+852
ADV MICRO DEVICE(AMD)05,645+5,64508010.69%+801
AMERICAN TOWER3,5053,505017750.67%+774
ASSURANT INC3,8093,809017520.65%+751
STRYKER CORP(SYK)1,8821,882017450.65%+744
ROPER INDS(ROP)1,2961,296017350.64%+734
ABBVIE INC(ABBV)3,8843,861-2317170.62%+716
MASTERCARD- A(MA)1,2391,239016960.60%+696
AIR PRODS & CHEM2,4032,403016780.59%+677
CITIGROUP INC(C)7,8127,791-2116630.57%+663
IBM CORP(IBM)2,2362,230-616570.57%+657
WAL-MART STORES(WMT)6,6706,625-4516480.56%+647
LOEWS CORP(L)6,8966,867-2916290.55%+629
GENERAL DYN(GD)2,1232,123016190.54%+619
NVR INC(NVR)7182+1116060.52%+605
MERCK & CO INC(MRK)7,3837,383015840.51%+584
AMGEN INC(AMGN)1,9921,992015560.48%+556
BLACKROCK INC(BLK)528528015540.48%+554
GILEAD SCIENCES(GILD)4,9904,976-1415520.48%+551
EATON CORP(ETN)01,502+1,50205360.46%+536
AT&T INC(T)18,45518,455015340.46%+534
ILLINOIS TOOL(ITW)2,0102,010004970.43%+496
COMCAST- A13,84613,793-5314920.43%+492
UNION PAC(UNP)2,1262,126014890.42%+489
PROLOGIS(PLD)4,6504,650014890.42%+488
BERKSHIRE HATH-B996996014840.42%+483
DOVER CORP(DOV)2,5662,566004700.41%+470
CONOCOPHILLIPS(COP)5,0145,010-414500.39%+449
MONDELEZ RT/SH(MDLZ)6,6056,605004450.39%+445
QUALCOMM INC(QCOM)2,7012,691-1004290.37%+428
M & T BANK CORP2,2082,200-804270.37%+426
HESS CORP3,0223,014-804180.36%+417
APPLIED IND TECH1,7751,775004130.36%+412
PNC FINANCIAL SE(PNC)2,1672,167004040.35%+404
ABBOTT LAB02,909+2,90903960.34%+396
EXXON MOBIL03,658+3,65803940.34%+394
MEDTRONIC PLC4,5034,503003930.34%+392
PUB SERV ENTERP(PEG)4,6314,602-2903870.34%+387
PRICE T ROWE3,9483,948003810.33%+381
TELEDYNE TECH(TDY)716716003670.32%+366
REVVITY INC(RVTY)3,7773,777003650.32%+365
RTX CORP(RTX)2,5112,499-1203650.32%+365
ALLEGION PUBLIC2,5192,519003630.31%+363
INTEL CORP(INTC)15,32415,324003430.30%+343
CENCORA01,139+1,13903420.30%+342
SEMPRA(SRE)4,4844,484003400.29%+339
TJX COS INC(TJX)2,7312,731003370.29%+337
ACCENTURE- A01,119+1,11903340.29%+334
OMNICOM GROUP(OMC)4,6104,610003320.29%+331
BOOKING HOLDINGS(BKNG)5857-103300.29%+330
NIKE- B(NKE)4,5994,599003270.28%+326
EMERSON ELEC(EMR)2,4352,435003250.28%+324
YUM! BRANDS INC(YUM)2,1522,152003190.28%+319
CHEVRON(CVX)2,2242,216-803170.28%+317
MORGAN STANLEY(MS)7,8322,226-5,60613140.27%+313
PFIZER INC(PFE)12,63712,601-3603050.26%+305
CVS HEALTH(CVS)4,3334,323-1002980.26%+298
PROCTER & GAMBLE(PG)1,8661,866002970.26%+297
PALANTIR(PLTR)02,146+2,14602930.25%+293
TARGET CORP(TGT)02,932+2,93202890.25%+289
PPG INDUSTRIES(PPG)2,5372,537002890.25%+288
ENBRIDGE INC(ENB)6,3496,349002880.25%+287
THERMO FISHER(TMO)694694002810.24%+281
BECTON DICKINSON(BDX)1,6121,612002780.24%+277
Page 1 of 1