UAS Asset Management
Latest statistics and disclosures from United American Securities's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MSFT, AMZN, COST, META, and represent 86.59% of United American Securities's stock portfolio.
- Added to shares of these 5 stocks: CB (+$13M), AMZN (+$5.3M), TSM, META, BRK.B.
- Started 1 new stock position in CB.
- Reduced shares in these 10 stocks: GOOGL (-$12M), , LLY (-$6.4M), NVDA (-$6.3M), UBER, , , NVO, PEP, AAPL.
- Sold out of its positions in GOOGL, CSGP, NVO, NVDA, PEP, TSLA, ASML.
- United American Securities was a net seller of stock by $-22M.
- United American Securities has $413M in assets under management (AUM), dropping by -1.10%.
- Central Index Key (CIK): 0001349353
Tip: Access up to 7 years of quarterly data
Positions held by UAS Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for United American Securities
United American Securities holds 11 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 34.8 | $144M | 312k | 460.26 |
|
|
| Microsoft Corporation (MSFT) | 20.2 | $84M | 194k | 430.30 |
|
|
| Amazon (AMZN) | 17.2 | $71M | +8% | 381k | 186.33 |
|
| Costco Wholesale Corporation (COST) | 8.1 | $33M | 38k | 886.52 |
|
|
| Meta Platforms Cl A (META) | 6.3 | $26M | +5% | 46k | 572.44 |
|
| Apple (AAPL) | 5.2 | $21M | -3% | 92k | 233.00 |
|
| Taiwan Semiconductor Mfg Spon Ads (TSM) | 3.7 | $16M | +33% | 89k | 173.67 |
|
| Chubb (CB) | 3.2 | $13M | NEW | 45k | 288.39 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $4.3M | -59% | 4.9k | 885.94 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $691k | 1.00 | 691180.00 |
|
|
| Uber Technologies (UBER) | 0.1 | $442k | -85% | 5.9k | 75.16 |
|
Past Filings by United American Securities
SEC 13F filings are viewable for United American Securities going back to 2010
- United American Securities 2024 Q3 filed Nov. 13, 2024
- United American Securities 2024 Q2 filed Aug. 8, 2024
- United American Securities 2024 Q1 filed May 10, 2024
- United American Securities 2023 Q4 filed Feb. 14, 2024
- United American Securities 2023 Q3 filed Nov. 14, 2023
- United American Securities 2022 Q4 restated filed Aug. 15, 2023
- United American Securities 2022 Q3 restated filed Aug. 15, 2023
- United American Securities 2022 Q2 restated filed Aug. 15, 2023
- United American Securities 2023 Q2 filed Aug. 14, 2023
- United American Securities 2023 Q1 restated filed Aug. 14, 2023
- United American Securities 2023 Q1 filed May 15, 2023
- United American Securities 2023 Q1 restated filed May 15, 2023
- united american securities 2022 Q4 filed Feb. 14, 2023
- united american securities 2022 Q3 filed Nov. 14, 2022
- united american securities 2022 Q2 filed Aug. 15, 2022
- united american securities 2022 Q1 filed May 16, 2022