United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed February 14, 2025), United American Securities Inc. (d/b/a UAS Asset Management) reported 11 stock positions worth $411.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 34.8% of the portfolio, followed by Microsoft (MSFT, 20.2%) and Amazon.com (AMZN, 17.2%). Compared with Q2 2024, it opened 1 new position, sold out of 7, added to 3 and reduced 6. The biggest buy was a new position in Chubb (CB) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $411.8M (Q3 2024)
- SEC Filing
- 0001349353-25-000003 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $411.8M
| BRK.B Berkshire Hathaway Inc. Class B | 34.78% | 311,115 | $143.2M | Reduce -0.3% |
| MSFT Microsoft Corp. | 20.24% | 193,661 | $83.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 17.18% | 379,683 | $70.7M | Add +7.8% |
| COST Costco Wholesale Corp. | 8.08% | 37,528 | $33.3M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 6.32% | 45,439 | $26.0M | Add +5.2% |
| AAPL Apple Inc. | 5.19% | 91,651 | $21.4M | Reduce -3.7% |
| TSM Taiwan Semiconductor-SP ADR | 3.75% | 88,867 | $15.4M | Add +33.5% |
| CB Chubb Ltd. | 3.16% | 45,107 | $13.0M | New |
| LLY Eli Lilly & Co. | 1.04% | 4,840 | $4.3M | Reduce -59.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $691K | No change |
| UBER Uber Technologies Inc. | 0.11% | 5,875 | $442K | Reduce -85.3% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −2.82 |
| TSLA Tesla Inc. | Sold out | 0.00% | −2.45 |
| LLY Eli Lilly & Co. | Reduce -59.9% | 1.04% | −1.58 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.51 |
| UBER Uber Technologies Inc. | Reduce -85.3% | 0.11% | −0.59 |
| MSFT Microsoft Corp. | Reduce -0.3% | 20.24% | −0.56 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.53 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.49 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.45 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.28 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 8.08% | +0.34 |
| AAPL Apple Inc. | Reduce -3.7% | 5.19% | +0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 34.78% | +4.38 |
Portfolio Buys Q2 2024 → Q3 2024
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 |