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United American Securities Inc. (d/b/a UAS Asset Management)

Portfolio Manager
United American Securities Inc. (d/b/a UAS Asset Management)
Performance
+1.62% (2025 Q4)
AUM (13F)
$458.33M
# of Holdings
11
Performance Rank
Allocation (Top 20)
100.01%

United American Securities Inc. (d/b/a UAS Asset Management) Holdings Map

Top 11 United American Securities Inc. (d/b/a UAS Asset Management) Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
31.97%305.8K$146.5M
-1.33%(-4.11K)
2025-Q1: 315.2K shares2025-Q2: 319.6K shares2025-Q3: 315.4K shares2025-Q4: 309.9K shares2026-Q1: 305.8K shares
$196.33(+146.55%)
2026-03-31
AMZN
AMAZON COM INC
15.19%334.2K$69.6M
+7.91%(+24.49K)
2025-Q1: 407.5K shares2025-Q2: 424.7K shares2025-Q3: 310.7K shares2025-Q4: 309.7K shares2026-Q1: 334.2K shares
$148.79(+79.59%)
2026-03-31
GOOGL
ALPHABET INC
11.96%190.6K$54.8M
+1.84%(+3.44K)
2025-Q1: 0 shares2025-Q2: 73.2K shares2025-Q3: 158.6K shares2025-Q4: 187.1K shares2026-Q1: 190.6K shares
$205.95(+94.75%)
2026-03-31
MSFT
MICROSOFT CORP
11.08%137.2K$50.8M
+12.71%(+15.47K)
2025-Q1: 118.3K shares2025-Q2: 124.0K shares2025-Q3: 121.6K shares2025-Q4: 121.8K shares2026-Q1: 137.2K shares
$217.76(+88.02%)
2026-03-31
META
META PLATFORMS INC
8.78%70.3K$40.2M
+149.65%(+42.15K)
2025-Q1: 41.5K shares2025-Q2: 44.7K shares2025-Q3: 46.3K shares2025-Q4: 28.2K shares2026-Q1: 70.3K shares
$539.86(+14.55%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
8.12%37.3K$37.2M
-0.76%(-286)
2025-Q1: 43.5K shares2025-Q2: 40.9K shares2025-Q3: 38.4K shares2025-Q4: 37.6K shares2026-Q1: 37.3K shares
$564.35(+84.51%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.08%82.4K$27.9M
+102.31%(+41.69K)
2025-Q1: 83.8K shares2025-Q2: 0 shares2025-Q3: 30.7K shares2025-Q4: 40.7K shares2026-Q1: 82.4K shares
$249.25(+67.59%)
2026-03-31
AAPL
APPLE INC
3.96%71.5K$18.2M
+18.49%(+11.16K)
2025-Q1: 50.6K shares2025-Q2: 61.3K shares2025-Q3: 61.2K shares2025-Q4: 60.4K shares2026-Q1: 71.5K shares
$136.24(+118.88%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.03%53.3K$9.3M
-62.60%(-89.22K)
2025-Q1: 30.1K shares2025-Q2: 15.0K shares2025-Q3: 87.7K shares2025-Q4: 142.5K shares2026-Q1: 53.3K shares
$162.35(+45.20%)
2026-03-31
JNJ
JOHNSON & JOHNSON
0.68%12.8K$3.1M
-81.89%(-57.85K)
2025-Q1: 0 shares2025-Q2: 22.0K shares2025-Q3: 21.9K shares2025-Q4: 70.7K shares2026-Q1: 12.8K shares
$184.42(+25.15%)
2026-03-31

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