Institutional Manager · CIK 0001349353
United American Securities Inc. (d/b/a UAS Asset Management)
NEW YORK, NY · File #028-11585
Latest AUM
$474.2M
Positions
16
Top-10 Concentration
98.2%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | UBER TECHNOLOGIES INC | 90353T100 | -246,692 | -$24.2M | $0 |
| REDUCE | META PLATFORMS INC | META | -18,100 | -$11.9M | -$3.4M |
| ADD | NVIDIA CORP | NVDA | +54,792 | +$10.2M | -$7,018 |
| ADD | JOHNSON & JOHNSON | JNJ | +48,747 | +$10.1M | +$471,572 |
| ADD | ALPHABET INC | GOOG | +28,518 | +$8.9M | +$11.1M |
| EXITED | ALIBABA GROUP HLDG LTD | 01609W102 | -20,000 | -$3.6M | $0 |
| ADD | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | +10,032 | +$3.0M | +$755,565 |
| NEW | LILLY ELI & CO | LLY | +2,700 | +$2.9M | $0 |
| REDUCE | BERKSHIRE HATHAWAY INC DEL | BRK-A | -5,510 | -$2.8M | -$28,387 |
| NEW | FACTSET RESH SYS INC | 303075105 | +7,500 | +$2.2M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202516 pos · $474.2M
- 13F HOLDINGS REPORTQ/E Sep 202514 pos · $472.6M
- 13F HOLDINGS REPORTQ/E Jun 202515 pos · $463.5M
- 13F HOLDINGS REPORTQ/E Mar 202511 pos · $415.7M
- 13F HOLDINGS REPORTQ/E Dec 202415 pos · $414.7M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202411 pos · $411.8M
- 13F HOLDINGS REPORTQ/E Sep 202411 pos · $412.9M
- 13F HOLDINGS REPORTQ/E Jun 202417 pos · $417.5M
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $374.1M
- 13F HOLDINGS REPORTQ/E Dec 202312 pos · $327.1M
Top 16 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 309,900 | $155.8M | 32.85% |
| 2 | AMAZON COM INC | AMZN | 309,715 | $71.5M | 15.08% |
| 3 | MICROSOFT CORP | MSFT | 121,764 | $58.9M | 12.42% |
| 4 | ALPHABET INC | GOOG | 187,132 | $58.6M | 12.35% |
| 5 | COSTCO WHOLESALE CORP NEW | 22160K105 | 37,625 | $32.4M | 6.84% |
| 6 | NVIDIA CORP | NVDA | 142,517 | $26.6M | 5.61% |
| 7 | META PLATFORMS INC | META | 28,165 | $18.6M | 3.92% |
| 8 | APPLE INC | AAPL | 60,382 | $16.4M | 3.46% |
| 9 | JOHNSON & JOHNSON | JNJ | 70,650 | $14.6M | 3.08% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 40,746 | $12.4M | 2.61% |
| 11 | LILLY ELI & CO | LLY | 2,700 | $2.9M | 0.61% |
| 12 | FACTSET RESH SYS INC | 303075105 | 7,500 | $2.2M | 0.46% |
| 13 | PDD HOLDINGS INC | PDD | 15,000 | $1.7M | 0.36% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.16% |
| 15 | TESLA INC | TSLA | 1,000 | $449,720 | 0.09% |
| 16 | JPMORGAN CHASE & CO | VYLD | 1,339 | $431,453 | 0.09% |