United American Securities Inc. (d/b/a UAS Asset Management)

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), United American Securities Inc. (d/b/a UAS Asset Management) reported 11 stock positions worth $458.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 32.0% of the portfolio, followed by Amazon.com (AMZN, 15.2%) and Alphabet Class A (GOOGL, 12.0%). Compared with Q4 2025, it sold out of 5, added to 6 and reduced 4. The biggest buy was Meta Platforms Class A (META, shares +150%) and the biggest sale Nvidia (NVDA, shares −63%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001349353
Portfolio Value
$458.3M (Q1 2026)
SEC Filing
0000919574-26-003005 ↗ filed May 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $374.1M Q1 2024 Q2 2024: $417.5M Q2 2024 Q3 2024: $411.8M Q3 2024 Q4 2024: $414.7M Q4 2024 Q1 2025: $415.7M Q1 2025 Q2 2025: $463.5M Q2 2025 Q3 2025: $472.6M Q3 2025 Q4 2025: $474.2M Q4 2025 Q1 2026: $458.3M $458.3M Q1 2026 Q2 2026: $464.1M Q2 2026

Holdings 11 stocks · $458.3M
BRK.B Berkshire Hathaway Inc. Class B 31.97% 305,787 $146.5M Reduce -1.3%
AMZN Amazon.com Inc. 15.19% 334,201 $69.6M Add +7.9%
GOOGL Alphabet Inc. Class A 11.96% 190,573 $54.8M Add +1.8%
MSFT Microsoft Corp. 11.08% 137,237 $50.8M Add +12.7%
META Meta Platforms Inc. Class A 8.78% 70,315 $40.2M Add +149.7%
COST Costco Wholesale Corp. 8.12% 37,339 $37.2M Reduce -0.8%
TSM Taiwan Semiconductor-SP ADR 6.08% 82,433 $27.9M Add +102.3%
AAPL Apple Inc. 3.96% 71,545 $18.2M Add +18.5%
NVDA Nvidia Corp. 2.03% 53,300 $9.3M Reduce -62.6%
JNJ Johnson & Johnson 0.68% 12,798 $3.1M Reduce -81.9%
BRK.A Berkshire Hathaway Inc. Class A 0.16% 1 $718K No change

Portfolio Sells Q4 2025 → Q1 2026
NVDA Nvidia Corp. Reduce -62.6% 2.03% −3.58
JNJ Johnson & Johnson Reduce -81.9% 0.68% −2.40
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 31.97% −0.88
LLY Eli Lilly & Co. Sold out 0.00% −0.61
FDS Factset Research Systems Inc. Sold out 0.00% −0.46
PDD PDD Holdings Inc. Sold out 0.00% −0.36
TSLA Tesla Inc. Sold out 0.00% −0.09
JPM JPMorgan Chase & Co. Sold out 0.00% −0.09
COST Costco Wholesale Corp. Reduce -0.8% 8.12% +1.27

Portfolio Buys Q4 2025 → Q1 2026
META Meta Platforms Inc. Class A Add +149.7% 8.78% +4.86
TSM Taiwan Semiconductor-SP ADR Add +102.3% 6.08% +3.47
AAPL Apple Inc. Add +18.5% 3.96% +0.50
AMZN Amazon.com Inc. Add +7.9% 15.19% +0.11
GOOGL Alphabet Inc. Class A Add +1.8% 11.96% −0.40
MSFT Microsoft Corp. Add +12.7% 11.08% −1.34

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$464.1MBRK.B, AMZN, GOOGL, TSM, COST
Q1 2026 11$458.3MBRK.B, AMZN, GOOGL, MSFT, META
Q4 2025 16$474.2MBRK.B, AMZN, MSFT, GOOGL, COST
Q3 2025 14$472.6MBRK.B, AMZN, MSFT, GOOGL, COST
Q2 2025 15$463.5MBRK.B, AMZN, MSFT, COST, META
Q1 2025 11$415.7MBRK.B, AMZN, MSFT, COST, META
Q4 2024 15$414.7MBRK.B, AMZN, MSFT, COST, META
Q3 2024Amended 11$411.8MBRK.B, MSFT, AMZN, COST, META
Q2 2024 17$417.5MBRK.B, MSFT, AMZN, COST, META
Q1 2024 15$374.1MBRK.B, MSFT, AMZN, COST, AAPL