United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), United American Securities Inc. (d/b/a UAS Asset Management) reported 16 stock positions worth $474.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 32.9% of the portfolio, followed by Amazon.com (AMZN, 15.1%) and Microsoft (MSFT, 12.4%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 6 and reduced 5. The biggest buy was Alphabet Class A (GOOGL, shares +18%) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $474.2M (Q4 2025)
- SEC Filing
- 0001349353-26-000003 ↗ filed Feb 17, 2026
Holdings Value
Holdings 16 stocks · $474.2M
| BRK.B Berkshire Hathaway Inc. Class B | 32.85% | 309,900 | $155.8M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 15.08% | 309,715 | $71.5M | Reduce -0.3% |
| MSFT Microsoft Corp. | 12.42% | 121,764 | $58.9M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 12.35% | 187,132 | $58.6M | Add +18.0% |
| COST Costco Wholesale Corp. | 6.84% | 37,625 | $32.4M | Reduce -2.0% |
| NVDA Nvidia Corp. | 5.61% | 142,517 | $26.6M | Add +62.5% |
| META Meta Platforms Inc. Class A | 3.92% | 28,165 | $18.6M | Reduce -39.1% |
| AAPL Apple Inc. | 3.46% | 60,382 | $16.4M | Reduce -1.3% |
| JNJ Johnson & Johnson | 3.08% | 70,650 | $14.6M | Add +222.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.61% | 40,746 | $12.4M | Add +32.7% |
| LLY Eli Lilly & Co. | 0.61% | 2,700 | $2.9M | New |
| FDS Factset Research Systems Inc. | 0.46% | 7,500 | $2.2M | New |
| PDD PDD Holdings Inc. | 0.36% | 15,000 | $1.7M | Add +20.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $755K | No change |
| TSLA Tesla Inc. | 0.09% | 1,000 | $450K | New |
| JPM JPMorgan Chase & Co. | 0.09% | 1,339 | $431K | New |
Portfolio Sells Q3 2025 → Q4 2025
| UBER Uber Technologies Inc. | Sold out | 0.00% | −5.11 |
| META Meta Platforms Inc. Class A | Reduce -39.1% | 3.92% | −3.27 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.76 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 32.85% | −0.70 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 6.84% | −0.68 |
| AAPL Apple Inc. | Reduce -1.3% | 3.46% | +0.17 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 15.08% | +0.64 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +18.0% | 12.35% | +4.19 |
| JNJ Johnson & Johnson | Add +222.6% | 3.08% | +2.22 |
| NVDA Nvidia Corp. | Add +62.5% | 5.61% | +2.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +32.7% | 2.61% | +0.80 |
| LLY Eli Lilly & Co. | New | 0.61% | +0.61 |
| FDS Factset Research Systems Inc. | New | 0.46% | +0.46 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | New | 0.09% | +0.09 |
| PDD PDD Holdings Inc. | Add +20.0% | 0.36% | +0.01 |
| MSFT Microsoft Corp. | Add +0.1% | 12.42% | −0.91 |
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 |