StockDriftsStockDriftsTop 12 United American Securities INC (d B A Uas Asset Management) Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 32.02% | 297.0K | $148.6M | -2.89%(-8.82K) | $196.33(+158.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 17.06% | 332.1K | $79.2M | -0.62%(-2.09K) | $148.79(+78.19%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 13.71% | 178.1K | $63.6M | -6.56%(-12.50K) | $205.95(+68.18%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.99% | 126.2K | $60.3M | +53.11%(+43.78K) | $300.51(+43.25%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 7.17% | 35.6K | $33.3M | -4.69%(-1.75K) | $564.35(+70.44%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.49% | 104.2K | $20.9M | +95.57%(+50.94K) | $172.26(+30.79%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.65% | 58.5K | $16.9M | -18.22%(-13.03K) | $136.24(+124.06%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 36.5K | $13.6M | -73.43%(-100.77K) | $217.76(+128.18%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.62% | 21.6K | $12.2M | -69.27%(-48.71K) | $539.86(+10.21%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.09% | 4.2K | $5.0M | new | $821.35(+47.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.16% | +48.77% | +6.60% | +37.66% |
| Top 20 Holdings Unweighted | +15.13% | +52.62% | +3.12% | +16.63% |
United American Securities INC (d B A Uas Asset Management) reports $464.09M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (32.0%), AMZN (17.1%) and GOOGL (13.7%). The top 20 holdings account for 98.01% of reported assets. Its disclosed equity book has returned +48.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from United American Securities INC (d B A Uas Asset Management)’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1349353). View United American Securities INC (d B A Uas Asset Management)’s 13F filings on SEC