United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), United American Securities Inc. (d/b/a UAS Asset Management) reported 17 stock positions worth $417.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 30.4% of the portfolio, followed by Microsoft (MSFT, 20.8%) and Amazon.com (AMZN, 16.3%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 5 and reduced 6. The biggest buy was Meta Platforms Class A (META, shares +198%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $417.5M (Q2 2024)
- SEC Filing
- 0001349353-24-000004 ↗ filed Aug 8, 2024
Holdings Value
Holdings 17 stocks · $417.5M
| BRK.B Berkshire Hathaway Inc. Class B | 30.39% | 311,911 | $126.9M | Reduce -3.3% |
| MSFT Microsoft Corp. | 20.80% | 194,268 | $86.8M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 16.30% | 352,133 | $68.0M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 7.74% | 38,006 | $32.3M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 5.22% | 43,190 | $21.8M | Add +197.9% |
| AAPL Apple Inc. | 4.80% | 95,194 | $20.0M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 2.82% | 64,570 | $11.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.77% | 66,549 | $11.6M | Add +175.2% |
| LLY Eli Lilly & Co. | 2.62% | 12,076 | $10.9M | Add +58.7% |
| TSLA Tesla Inc. | 2.45% | 51,748 | $10.2M | Add +181.4% |
| NVDA Nvidia Corp. | 1.51% | 50,943 | $6.3M | New |
| UBER Uber Technologies Inc. | 0.70% | 40,000 | $2.9M | Reduce -11.2% |
| CSGP Costar Group Inc. | 0.53% | 30,035 | $2.2M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.49% | 2,000 | $2.0M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 13,170 | $1.9M | New |
| PEP Pepsico Inc. | 0.28% | 6,998 | $1.2M | Add +133.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 1 | $612K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 30.39% | −5.88 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −4.17 |
| MSFT Microsoft Corp. | Reduce -2.7% | 20.80% | −1.66 |
| CRH CRH PLC | Sold out | 0.00% | −0.85 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 16.30% | −0.83 |
| UBER Uber Technologies Inc. | Reduce -11.2% | 0.70% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 7.74% | +0.25 |
| AAPL Apple Inc. | Reduce -1.3% | 4.80% | +0.38 |
Portfolio Buys Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Add +197.9% | 5.22% | +3.33 |
| GOOGL Alphabet Inc. Class A | New | 2.82% | +2.82 |
| TSM Taiwan Semiconductor-SP ADR | Add +175.2% | 2.77% | +1.89 |
| TSLA Tesla Inc. | Add +181.4% | 2.45% | +1.59 |
| NVDA Nvidia Corp. | New | 1.51% | +1.51 |
| LLY Eli Lilly & Co. | Add +58.7% | 2.62% | +1.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.49% | +0.49 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.45% | +0.45 |
| PEP Pepsico Inc. | Add +133.3% | 0.28% | +0.14 |
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 |