United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), United American Securities Inc. (d/b/a UAS Asset Management) reported 15 stock positions worth $463.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 33.5% of the portfolio, followed by Amazon.com (AMZN, 20.1%) and Microsoft (MSFT, 13.3%). Compared with Q1 2025, it opened 5 new positions, sold out of 1, added to 6 and reduced 3. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $463.5M (Q2 2025)
- SEC Filing
- 0001349353-25-000008 ↗ filed Aug 13, 2025
Holdings Value
Holdings 15 stocks · $463.5M
| BRK.B Berkshire Hathaway Inc. Class B | 33.50% | 319,643 | $155.3M | Add +1.4% |
| AMZN Amazon.com Inc. | 20.10% | 424,723 | $93.2M | Add +4.2% |
| MSFT Microsoft Corp. | 13.30% | 123,970 | $61.7M | Add +4.8% |
| COST Costco Wholesale Corp. | 8.74% | 40,933 | $40.5M | Reduce -5.8% |
| META Meta Platforms Inc. Class A | 7.11% | 44,652 | $33.0M | Add +7.7% |
| UBER Uber Technologies Inc. | 7.04% | 349,606 | $32.6M | Add +43.1% |
| GOOGL Alphabet Inc. Class A | 2.78% | 73,210 | $12.9M | New |
| AAPL Apple Inc. | 2.71% | 61,329 | $12.6M | Add +21.2% |
| CB Chubb Ltd. | 1.44% | 22,996 | $6.7M | Reduce -50.0% |
| CMG Chipotle Mexican Grill Inc. | 1.19% | 98,123 | $5.5M | New |
| JNJ Johnson & Johnson | 0.72% | 21,985 | $3.4M | New |
| ABNB Airbnb Inc. Class A | 0.57% | 20,118 | $2.7M | New |
| NVDA Nvidia Corp. | 0.51% | 15,000 | $2.4M | Reduce -50.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $729K | No change |
| APH Amphenol Corp. Class A | 0.11% | 5,000 | $494K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | New | 2.78% | +2.78 |
| UBER Uber Technologies Inc. | Add +43.1% | 7.04% | +2.76 |
| MSFT Microsoft Corp. | Add +4.8% | 13.30% | +2.62 |
| AMZN Amazon.com Inc. | Add +4.2% | 20.10% | +1.46 |
| META Meta Platforms Inc. Class A | Add +7.7% | 7.11% | +1.36 |
| CMG Chipotle Mexican Grill Inc. | New | 1.19% | +1.19 |
| JNJ Johnson & Johnson | New | 0.72% | +0.72 |
| ABNB Airbnb Inc. Class A | New | 0.57% | +0.57 |
| APH Amphenol Corp. Class A | New | 0.11% | +0.11 |
| AAPL Apple Inc. | Add +21.2% | 2.71% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.4% | 33.50% | −6.88 |
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 |