United American Securities Inc. (d/b/a UAS Asset Management)

CIK 1349353 · View on SEC EDGAR ↗

Portfolio value
$338.0M
#4,822 of 9,443 by 13F value · top 51.1%
Positions
13
As of
June 30, 2026

Portfolio value QoQ: -5.3% 13F does not disclose cash

Top 10 holdings weight
98.19%
Top 25 holdings weight
100.00%
Positions above 1%
11
Effective number of positions
4.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 11.13% Est. buys $38,689,590 · sells $87,794,165

Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 50.0% still held

New positions
3
Increased
3
Decreased
6
Closed
1
On this page

Sector breakdown

Retail
27.3%
Technology
23.6%
Communication Services
7.2%
Healthcare
1.4%
Consumer Discretionary
0.2%
Other/Unmapped
40.4%

Full portfolio 13 positions

Type Streak 8Q trend
BRKB $128,582,216 38.04% 256,964 $1,217,086 Down ×4
AMZN Amazon.com, Inc. - Common Stock $58,896,912 17.42% 247,113 $7,516,495 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $36,875,090 10.91% 77,214 $17,296,633 Up ×3
COST Costco Wholesale Corporation - Common Stock $33,290,571 9.85% 35,587 $-3,915,129 Down ×5
GOOGL Alphabet Inc. - Class A Common Stock $17,868,500 5.29% 50,000 $-19,679,072 Down ×2
NVDA NVIDIA Corporation - Common Stock $17,856,032 5.28% 89,240 $17,062,512 Up ×1
AAPL Apple Inc. - Common Stock $16,931,321 5.01% 58,513 $1,311,815 Down ×1
MSFT Microsoft Corporation - Common Stock $8,007,248 2.37% 21,466 $-27,986,972 Down ×2
Unknown issuer (CUSIP: 84615Q103) $7,067,624 2.09% 41,365 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $6,539,234 1.93% 11,609 $-21,103,227 Down ×1
LLY Eli Lilly and Company Common Stock $4,797,720 1.42% 4,000
BRKA $748,850 0.22% 1 $30,710
ABNB Airbnb, Inc. - Class A Common Stock $572,400 0.17% 4,000

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
TSM $36,875,090 10.91% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 84615Q103) $7,067,624 41,365 2.09%
LLY $4,797,720 4,000 1.42%
ABNB $572,400 4,000 0.17%

Top movers (QoQ)

Security Action Shares Δ Value Δ
MSFT Trimmed -76K -$28.0M
META Trimmed -37K -$21.1M
GOOGL Trimmed -81K -$19.7M
TSM Bought more +19K +$17.3M
AMZN Bought more +412 +$7.5M
COST Trimmed -2K -$3.9M
AAPL Trimmed -3K +$1.3M
BRKB Trimmed -9K +$1.2M
BRKA Price move only +0 +$31K

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
UBER Dec. 31, 2025 246,692 $24,168,415 -4.3%
GOOGL March 31, 2025 83,924 $15,886,813 121.2%
TSM June 30, 2025 83,802 $13,911,132 85.5%
CB Sept. 30, 2025 22,996 $6,662,401 21.7%
CMG Sept. 30, 2025 98,123 $5,509,606 -8.4%
TSLA March 31, 2025 10,021 $4,046,881 34.6%
BABA Dec. 31, 2025 20,000 $3,574,600 -16.7%
JNJ June 30, 2026 12,798 $3,128,343 5.2%
RKLBXXXX March 31, 2025 122,640 $3,123,641 No longer tracked
LLY March 31, 2026 2,700 $2,901,636 35.9%
ASML March 31, 2025 4,000 $2,772,320 164.8%
ABNB Sept. 30, 2025 20,118 $2,662,416 52.3%
FDS March 31, 2026 7,500 $2,176,425 37.5%
PDD March 31, 2026 15,000 $1,700,850 -13.2%
APH Sept. 30, 2025 5,000 $493,750 26.0%
TSLA March 31, 2026 1,000 $449,720 -6.2%
JPM March 31, 2026 1,339 $431,453 20.8%
MANU March 31, 2025 10,000 $173,500 83.7%