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, TSLA, AMZN, AAPL, and represent 82.85% of United American Securities's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$9.9M), AMZN (+$8.6M), CSGP (+$5.7M), BRK.B, NVDA, TSM, COST, LLY, SCHW, FIGS.
- Started 10 new stock positions in NVO, NVDA, FIGS, LLY, VRTX, SNOW, CSGP, TSM, UBS, INTC.
- Reduced shares in these 5 stocks: UBER, , BX, UNH, AAPL.
- Sold out of its positions in BX, META.
- United American Securities was a net buyer of stock by $37M.
- United American Securities has $394M in assets under management (AUM), dropping by 20.33%.
- 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 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl Cl B New (BRK.B) | 29.2 | $115M | +4% | 322k | 356.66 |
|
| Microsoft Corporation (MSFT) | 19.6 | $77M | +2% | 206k | 376.04 |
|
| Tesla Motors (TSLA) | 14.2 | $56M | +21% | 226k | 248.48 |
|
| Amazon (AMZN) | 11.4 | $45M | +23% | 296k | 151.94 |
|
| Apple (AAPL) | 8.4 | $33M | 171k | 192.53 |
|
|
| Costco Wholesale Corporation (COST) | 6.9 | $27M | +10% | 41k | 660.08 |
|
| UnitedHealth (UNH) | 4.1 | $16M | 31k | 526.47 |
|
|
| CoStar (CSGP) | 1.4 | $5.7M | NEW | 65k | 87.39 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $3.8M | NEW | 7.8k | 495.22 |
|
| Charles Schwab Corporation (SCHW) | 0.7 | $2.8M | +310% | 41k | 68.80 |
|
| Taiwan Semiconductor Mfg Spon Ads (TSM) | 0.7 | $2.6M | NEW | 25k | 104.00 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.4M | NEW | 4.2k | 582.92 |
|
| Figs Cl A (FIGS) | 0.5 | $2.1M | NEW | 300k | 6.95 |
|
| Uber Technologies (UBER) | 0.3 | $1.2M | -79% | 19k | 61.57 |
|
| Intel Corporation (INTC) | 0.3 | $1.0M | NEW | 20k | 50.25 |
|
| Berkshire Hathaway Cl A (BRK.A) | 0.1 | $543k | 1.00 | 542625.00 |
|
|
| Novo-nordisk As Adr (NVO) | 0.1 | $517k | NEW | 5.0k | 103.45 |
|
| Snowflake Cl A (SNOW) | 0.1 | $498k | NEW | 2.5k | 199.00 |
|
| Ubs Group SHS (UBS) | 0.1 | $464k | NEW | 15k | 30.90 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $407k | NEW | 1.0k | 406.89 |
|
Past Filings by United American Securities
SEC 13F filings are viewable for United American Securities going back to 2010
- 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
- united american securities 2021 Q4 filed Feb. 14, 2022
- united american securities 2021 Q3 filed Nov. 12, 2021
- united american securities 2021 Q2 filed Aug. 16, 2021