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 79.54% of United American Securities's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$10M), JNJ (+$10M), GOOGL (+$8.9M), TSM, LLY, FDS, TSLA, JPM, PDD, MSFT.
- Started 4 new stock positions in TSLA, LLY, FDS, JPM.
- Reduced shares in these 7 stocks: UBER (-$24M), META (-$12M), BABA, BRK.B, COST, AMZN, AAPL.
- Sold out of its positions in BABA, UBER.
- United American Securities was a net seller of stock by $-5.0M.
- United American Securities has $474M in assets under management (AUM), dropping by 0.34%.
- Central Index Key (CIK): 0001349353
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Portfolio Holdings for United American Securities
United American Securities holds 16 positions in its portfolio as reported in the December 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) | 32.9 | $156M | 310k | 502.65 |
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| Amazon (AMZN) | 15.1 | $72M | 310k | 230.82 |
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| Microsoft Corporation (MSFT) | 12.4 | $59M | 122k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 12.4 | $59M | +17% | 187k | 313.00 |
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| Costco Wholesale Corporation (COST) | 6.8 | $32M | -2% | 38k | 862.34 |
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| NVIDIA Corporation (NVDA) | 5.6 | $27M | +62% | 143k | 186.50 |
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| Meta Platforms Cl A (META) | 3.9 | $19M | -39% | 28k | 660.09 |
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| Apple (AAPL) | 3.5 | $16M | 60k | 271.86 |
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| Johnson & Johnson (JNJ) | 3.1 | $15M | +222% | 71k | 206.95 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $12M | +32% | 41k | 303.89 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.9M | NEW | 2.7k | 1074.68 |
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| FactSet Research Systems (FDS) | 0.5 | $2.2M | NEW | 7.5k | 290.19 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.4 | $1.7M | +20% | 15k | 113.39 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
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| Tesla Motors (TSLA) | 0.1 | $450k | NEW | 1.0k | 449.72 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $432k | NEW | 1.3k | 322.22 |
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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 Q4 filed Feb. 17, 2026
- 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