United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), United American Securities Inc. (d/b/a UAS Asset Management) reported 11 stock positions worth $415.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 40.4% of the portfolio, followed by Amazon.com (AMZN, 18.6%) and Microsoft (MSFT, 10.7%). Compared with Q4 2024, it opened 1 new position, sold out of 5, added to 6 and reduced 3. The biggest buy was Uber Technologies (UBER, shares +197%) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $415.7M (Q1 2025)
- SEC Filing
- 0001349353-25-000005 ↗ filed May 15, 2025
Holdings Value
Holdings 11 stocks · $415.7M
| BRK.B Berkshire Hathaway Inc. Class B | 40.38% | 315,188 | $167.9M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 18.65% | 407,455 | $77.5M | Add +12.4% |
| MSFT Microsoft Corp. | 10.68% | 118,324 | $44.4M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 9.89% | 43,461 | $41.1M | Add +15.2% |
| META Meta Platforms Inc. Class A | 5.75% | 41,469 | $23.9M | Add +0.8% |
| UBER Uber Technologies Inc. | 4.28% | 244,220 | $17.8M | Add +197.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.35% | 83,802 | $13.9M | Add +2.7% |
| CB Chubb Ltd. | 3.34% | 46,031 | $13.9M | Add +14.4% |
| AAPL Apple Inc. | 2.70% | 50,614 | $11.2M | Reduce -45.1% |
| NVDA Nvidia Corp. | 0.78% | 30,100 | $3.3M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 1 | $798K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −3.83 |
| AAPL Apple Inc. | Reduce -45.1% | 2.70% | −2.86 |
| MSFT Microsoft Corp. | Reduce -1.5% | 10.68% | −1.52 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.98 |
| RKLB Rocket Lab USA Inc. | Sold out | 0.00% | −0.75 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.67 |
| MANU Manchester United PLC Class A | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 40.38% | +5.67 |
Portfolio Buys Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Add +197.2% | 4.28% | +3.09 |
| COST Costco Wholesale Corp. | Add +15.2% | 9.89% | +1.55 |
| NVDA Nvidia Corp. | New | 0.78% | +0.78 |
| CB Chubb Ltd. | Add +14.4% | 3.34% | +0.66 |
| META Meta Platforms Inc. Class A | Add +0.8% | 5.75% | −0.06 |
| AMZN Amazon.com Inc. | Add +12.4% | 18.65% | −0.53 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.7% | 3.35% | −0.54 |
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 |