United American Securities Inc. (d/b/a UAS Asset Management)
Net seller this quarter
$464M
13
-$37.1M
98.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $149M | 32.02% | Not reported | -2.9% | Q2 2013 |
 AMZN | $79.2M | 17.06% | 0.00% | -0.6% | Q2 2015 |
 GOOGL | $63.6M | 13.71% | 0.00% | -6.6% | Q3 2015 |
 TSM | $60.3M | 12.99% | 0.00% | +53.1% | Q4 2020 |
 COST | $33.3M | 7.17% | 0.01% | -4.7% | Q3 2019 |
 NVDA | $20.9M | 4.49% | 0.00% | +95.6% | Q3 2020 |
 AAPL | $16.9M | 3.65% | 0.00% | -18.2% | Q4 2014 |
 MSFT | $13.6M | 2.93% | 0.00% | -73.4% | Q3 2013 |
 META | $12.2M | 2.62% | Not reported | -69.3% | Q2 2013 |
 SPCX | $9.2M | 1.98% | Not reported | New | Q2 2026 |
 LLY | $5.04M | 1.09% | 0.00% | Not reported | Q4 2023 |
| BRK.A | $749K | 0.16% | Not reported | Not reported | Q2 2013 |
 ABNB | $572K | 0.12% | Not reported | Not reported | Q1 2023 |
| Q1 2026 | |||||
| BRK.B | $147M | 31.97% | Not reported | -1.3% | Q2 2013 |
| AMZN | $69.6M | 15.19% | 0.00% | +7.9% | Q2 2015 |
| GOOGL | $54.8M | 11.96% | 0.00% | +1.8% | Q3 2015 |
| MSFT | $50.8M | 11.08% | 0.00% | +12.7% | Q3 2013 |
| META | $40.2M | 8.78% | Not reported | +149.7% | Q2 2013 |
| COST | $37.2M | 8.12% | 0.01% | -0.8% | Q3 2019 |
| TSM | $27.9M | 6.08% | 0.00% | +102.3% | Q4 2020 |
| AAPL | $18.2M | 3.96% | 0.00% | +18.5% | Q4 2014 |
| NVDA | $9.3M | 2.03% | 0.00% | -62.6% | Q3 2020 |
 JNJ | $3.13M | 0.68% | 0.00% | -81.9% | Q2 2013 |
| BRK.A | $718K | 0.16% | Not reported | Not reported | Q2 2013 |
| Q4 2025 | |||||
| BRK.B | $156M | 32.85% | Not reported | -1.8% | Q2 2013 |
| AMZN | $71.5M | 15.08% | 0.00% | -0.3% | Q2 2015 |
| MSFT | $58.9M | 12.42% | 0.00% | +0.1% | Q3 2013 |
| GOOGL | $58.6M | 12.35% | 0.00% | +18.0% | Q3 2015 |
| COST | $32.4M | 6.84% | 0.01% | -2.0% | Q3 2019 |
| NVDA | $26.6M | 5.61% | 0.00% | +62.5% | Q3 2020 |
| META | $18.6M | 3.92% | Not reported | -39.1% | Q2 2013 |
| AAPL | $16.4M | 3.46% | 0.00% | -1.3% | Q4 2014 |
| JNJ | $14.6M | 3.08% | 0.00% | +222.6% | Q2 2013 |
| TSM | $12.4M | 2.61% | 0.00% | +32.7% | Q4 2020 |
| LLY | $2.9M | 0.61% | 0.00% | Not reported | Q4 2023 |
 FDS | $2.18M | 0.46% | 0.02% | New | Q4 2025 |
 PDD | $1.7M | 0.36% | 0.00% | +20.0% | Q3 2025 |
| BRK.A | $755K | 0.16% | Not reported | Not reported | Q2 2013 |
 TSLA | $450K | 0.09% | 0.00% | Not reported | Q4 2015 |
 JPM | $431K | 0.09% | 0.00% | Not reported | Q2 2020 |
| Q3 2025 | |||||
| BRK.B | $159M | 33.55% | Not reported | -1.3% | Q2 2013 |
| AMZN | $68.2M | 14.43% | 0.00% | -26.9% | Q2 2015 |
| MSFT | $63M | 13.33% | 0.00% | -1.9% | Q3 2013 |
| GOOGL | $38.6M | 8.16% | 0.00% | +116.7% | Q3 2015 |
| COST | $35.5M | 7.52% | 0.01% | -6.2% | Q3 2019 |
| META | $34M | 7.19% | Not reported | +3.6% | Q2 2013 |
 UBER | $24.2M | 5.11% | 0.01% | -29.4% | Q2 2021 |
| NVDA | $16.4M | 3.46% | 0.00% | +484.8% | Q3 2020 |
| AAPL | $15.6M | 3.30% | 0.00% | -0.2% | Q4 2014 |
| TSM | $8.58M | 1.82% | 0.00% | Not reported | Q4 2020 |
| JNJ | $4.06M | 0.86% | 0.00% | -0.4% | Q2 2013 |
 BABA | $3.57M | 0.76% | 0.00% | Not reported | Q2 2017 |
| PDD | $1.65M | 0.35% | 0.00% | New | Q3 2025 |
| BRK.A | $754K | 0.16% | Not reported | Not reported | Q2 2013 |