United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), United American Securities Inc. (d/b/a UAS Asset Management) reported 14 stock positions worth $472.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 33.6% of the portfolio, followed by Amazon.com (AMZN, 14.4%) and Microsoft (MSFT, 13.3%). Compared with Q2 2025, it opened 3 new positions, sold out of 4, added to 3 and reduced 7. The biggest buy was Alphabet Class A (GOOGL, shares +117%) and the biggest sale Amazon.com (AMZN, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $472.6M (Q3 2025)
- SEC Filing
- 0001349353-25-000009 ↗ filed Nov 12, 2025
Holdings Value
Holdings 14 stocks · $472.6M
| BRK.B Berkshire Hathaway Inc. Class B | 33.55% | 315,410 | $158.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 14.43% | 310,659 | $68.2M | Reduce -26.9% |
| MSFT Microsoft Corp. | 13.33% | 121,588 | $63.0M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 8.16% | 158,614 | $38.6M | Add +116.7% |
| COST Costco Wholesale Corp. | 7.52% | 38,403 | $35.5M | Reduce -6.2% |
| META Meta Platforms Inc. Class A | 7.19% | 46,265 | $34.0M | Add +3.6% |
| UBER Uber Technologies Inc. | 5.11% | 246,692 | $24.2M | Reduce -29.4% |
| NVDA Nvidia Corp. | 3.46% | 87,725 | $16.4M | Add +484.8% |
| AAPL Apple Inc. | 3.30% | 61,181 | $15.6M | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.82% | 30,714 | $8.6M | New |
| JNJ Johnson & Johnson | 0.86% | 21,903 | $4.1M | Reduce -0.4% |
| BABA Alibaba Group Holding-SP ADR | 0.76% | 20,000 | $3.6M | New |
| PDD PDD Holdings Inc. | 0.35% | 12,500 | $1.7M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $754K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| AMZN Amazon.com Inc. | Reduce -26.9% | 14.43% | −5.67 |
| UBER Uber Technologies Inc. | Reduce -29.4% | 5.11% | −1.92 |
| CB Chubb Ltd. | Sold out | 0.00% | −1.44 |
| COST Costco Wholesale Corp. | Reduce -6.2% | 7.52% | −1.22 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −1.19 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.57 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -1.9% | 13.33% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 33.55% | +0.05 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.86% | +0.13 |
| AAPL Apple Inc. | Reduce -0.2% | 3.30% | +0.58 |
Portfolio Buys Q2 2025 → Q3 2025
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 |