United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), United American Securities Inc. (d/b/a UAS Asset Management) reported 15 stock positions worth $374.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 36.3% of the portfolio, followed by Microsoft (MSFT, 22.5%) and Amazon.com (AMZN, 17.1%). Compared with Q4 2023, it opened 3 new positions, sold out of 8, added to 5 and reduced 6. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Tesla (TSLA, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $374.1M (Q1 2024)
- SEC Filing
- 0001349353-24-000003 ↗ filed May 10, 2024
Holdings Value
Holdings 15 stocks · $374.1M
| BRK.B Berkshire Hathaway Inc. Class B | 36.27% | 322,667 | $135.7M | Add +0.2% |
| MSFT Microsoft Corp. | 22.46% | 199,715 | $84.0M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 17.13% | 355,241 | $64.1M | Add +20.1% |
| COST Costco Wholesale Corp. | 7.49% | 38,236 | $28.0M | Reduce -7.2% |
| AAPL Apple Inc. | 4.42% | 96,421 | $16.5M | Reduce -43.5% |
| UNH Unitedhealth Group Inc. | 4.17% | 31,537 | $15.6M | Add +2.7% |
| META Meta Platforms Inc. Class A | 1.88% | 14,500 | $7.0M | New |
| LLY Eli Lilly & Co. | 1.58% | 7,610 | $5.9M | Add +81.2% |
| UBER Uber Technologies Inc. | 0.93% | 45,042 | $3.5M | Add +134.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.88% | 24,180 | $3.3M | Reduce -3.3% |
| TSLA Tesla Inc. | 0.86% | 18,392 | $3.2M | Reduce -91.8% |
| CRH CRH PLC | 0.85% | 37,045 | $3.2M | New |
| CSGP Costar Group Inc. | 0.78% | 30,035 | $2.9M | Reduce -54.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $634K | No change |
| PEP Pepsico Inc. | 0.14% | 3,000 | $525K | New |
Portfolio Sells Q4 2023 → Q1 2024
| TSLA Tesla Inc. | Reduce -91.8% | 0.86% | −13.38 |
| AAPL Apple Inc. | Reduce -43.5% | 4.42% | −3.93 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.98 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.72 |
| CSGP Costar Group Inc. | Reduce -54.0% | 0.78% | −0.67 |
| FIGS Figs Inc. Class A | Sold out | 0.00% | −0.53 |
| INTC Intel Corp. | Sold out | 0.00% | −0.26 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.13 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.13 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.12 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.3% | 0.88% | +0.22 |
| COST Costco Wholesale Corp. | Reduce -7.2% | 7.49% | +0.58 |
| MSFT Microsoft Corp. | Reduce -2.9% | 22.46% | +2.81 |
Portfolio Buys Q4 2023 → Q1 2024
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 36.27% | +7.08 |
| AMZN Amazon.com Inc. | Add +20.1% | 17.13% | +5.71 |
| META Meta Platforms Inc. Class A | New | 1.88% | +1.88 |
| LLY Eli Lilly & Co. | Add +81.2% | 1.58% | +0.96 |
| CRH CRH PLC | New | 0.85% | +0.85 |
| UBER Uber Technologies Inc. | Add +134.0% | 0.93% | +0.63 |
| PEP Pepsico Inc. | New | 0.14% | +0.14 |
| UNH Unitedhealth Group Inc. | Add +2.7% | 4.17% | +0.06 |
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 |