United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), United American Securities Inc. (d/b/a UAS Asset Management) reported 13 stock positions worth $464.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 32.0% of the portfolio, followed by Amazon.com (AMZN, 17.1%) and Alphabet Class A (GOOGL, 13.7%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 2 and reduced 7. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +53%) and the biggest sale Microsoft (MSFT, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $464.1M (Q2 2026)
- SEC Filing
- 0000919574-26-005290 ↗ filed Aug 14, 2026
Holdings Value
Holdings 13 stocks · $464.1M
| BRK.B Berkshire Hathaway Inc. Class B | 32.02% | 296,964 | $148.6M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 17.06% | 332,113 | $79.2M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 13.71% | 178,077 | $63.6M | Reduce -6.6% |
| TSM Taiwan Semiconductor-SP ADR | 12.99% | 126,214 | $60.3M | Add +53.1% |
| COST Costco Wholesale Corp. | 7.17% | 35,587 | $33.3M | Reduce -4.7% |
| NVDA Nvidia Corp. | 4.49% | 104,240 | $20.9M | Add +95.6% |
| AAPL Apple Inc. | 3.65% | 58,513 | $16.9M | Reduce -18.2% |
| MSFT Microsoft Corp. | 2.93% | 36,466 | $13.6M | Reduce -73.4% |
| META Meta Platforms Inc. Class A | 2.62% | 21,609 | $12.2M | Reduce -69.3% |
| SPCX Space Exploration Techn Class A | 1.98% | 53,865 | $9.2M | New |
| LLY Eli Lilly & Co. | 1.09% | 4,200 | $5.0M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $749K | No change |
| ABNB Airbnb Inc. Class A | 0.12% | 4,000 | $572K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -73.4% | 2.93% | −8.15 |
| META Meta Platforms Inc. Class A | Reduce -69.3% | 2.62% | −6.15 |
| COST Costco Wholesale Corp. | Reduce -4.7% | 7.17% | −0.94 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.68 |
| AAPL Apple Inc. | Reduce -18.2% | 3.65% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 32.02% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -6.6% | 13.71% | +1.76 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 17.06% | +1.87 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $464.1M | BRK.B, AMZN, GOOGL, TSM, COST |
| Q1 2026 | 11 | $458.3M | BRK.B, AMZN, GOOGL, MSFT, META |
| Q4 2025 | 16 | $474.2M | BRK.B, AMZN, MSFT, GOOGL, COST |
| Q3 2025 | 14 | $472.6M | BRK.B, AMZN, MSFT, GOOGL, COST |
| Q2 2025 | 15 | $463.5M | BRK.B, AMZN, MSFT, COST, META |
| Q1 2025 | 11 | $415.7M | BRK.B, AMZN, MSFT, COST, META |
| Q4 2024 | 15 | $414.7M | BRK.B, AMZN, MSFT, COST, META |
| Q3 2024Amended | 11 | $411.8M | BRK.B, MSFT, AMZN, COST, META |
| Q2 2024 | 17 | $417.5M | BRK.B, MSFT, AMZN, COST, META |
| Q1 2024 | 15 | $374.1M | BRK.B, MSFT, AMZN, COST, AAPL |