UAS Asset Management
Latest statistics and disclosures from United American Securities's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, MSFT, GOOGL, COST, and represent 77.00% of United American Securities's stock portfolio.
- Added to shares of these 6 stocks: GOOGL (+$21M), NVDA (+$14M), TSM (+$8.6M), BABA, PDD, META.
- Started 3 new stock positions in PDD, BABA, TSM.
- Reduced shares in these 10 stocks: AMZN (-$25M), UBER (-$10M), CB (-$6.7M), CMG (-$5.5M), ABNB, COST, BRK.B, MSFT, APH, AAPL.
- Sold out of its positions in ABNB, APH, CMG, CB.
- United American Securities was a net seller of stock by $-6.9M.
- United American Securities has $473M in assets under management (AUM), dropping by 1.96%.
- Central Index Key (CIK): 0001349353
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Portfolio Holdings for United American Securities
United American Securities holds 14 positions in its portfolio as reported in the September 2025 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) | 33.6 | $159M | 315k | 502.74 |
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| Amazon (AMZN) | 14.4 | $68M | -26% | 311k | 219.57 |
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| Microsoft Corporation (MSFT) | 13.3 | $63M | 122k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $39M | +116% | 159k | 243.10 |
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| Costco Wholesale Corporation (COST) | 7.5 | $36M | -6% | 38k | 925.63 |
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| Meta Platforms Cl A (META) | 7.2 | $34M | +3% | 46k | 734.38 |
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| Uber Technologies (UBER) | 5.1 | $24M | -29% | 247k | 97.97 |
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| NVIDIA Corporation (NVDA) | 3.5 | $16M | +484% | 88k | 186.58 |
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| Apple (AAPL) | 3.3 | $16M | 61k | 254.63 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.8 | $8.6M | NEW | 31k | 279.29 |
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| Johnson & Johnson (JNJ) | 0.9 | $4.1M | 22k | 185.42 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $3.6M | NEW | 20k | 178.73 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.3 | $1.7M | NEW | 13k | 132.17 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $754k | 1.00 | 754200.00 |
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Past Filings by United American Securities
SEC 13F filings are viewable for United American Securities going back to 2010
- United American Securities 2025 Q3 filed Nov. 12, 2025
- United American Securities 2025 Q2 filed Aug. 13, 2025
- United American Securities 2025 Q1 filed May 15, 2025
- United American Securities 2024 Q4 filed Feb. 14, 2025
- United American Securities 2024 Q3 restated filed Feb. 14, 2025
- 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