United American Securities Inc. (d/b/a UAS Asset Management) — 13F Holdings & Portfolio
CIK 1349353 · latest 13F-HR filed 2026-05-14
United American Securities Inc. (d/b/a UAS Asset Management) manages $458.3M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (27.79%), AMZN (11.21%), GOOGL (8.19%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 5, added to 4, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$458.3M
Long-equity book
19
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −5 / ↑4 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- META PLATFORMS INC$21.6M +116.4%
- TAIWAN SEMICONDUCTOR MANUFAC$15.5M +125.0%
- COSTCO WHOLESALE CORPORATION$4.8M +14.7%
- APPLE INC$1.7M +10.6%
Top Trims
- NVIDIA CORPORATION-$17.3M -65.0%
- JOHNSON & JOHNSON-$11.5M -78.6%
- BERKSHIRE HATHAWAY INC DEL-$9.2M -5.9%
- MICROSOFT CORP-$8.1M -13.7%
- ALPHABET INC-$3.8M -6.4%
Exited Positions
- LILLY ELI & CO$2.9M
- FACTSET RESH SYS INC$2.2M
- PDD HOLDINGS INC$1.7M
- TESLA INC$449.7K
- JPMORGAN CHASE & CO$431.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $127.4M | 27.79% | 265,787 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $51.4M | 11.21% | 246,701 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $37.5M | 8.19% | 130,573 | SH |
| 4 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $37.2M | 8.12% | 37,339 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $36.0M | 7.85% | 97,237 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $27.6M | 6.03% | 48,315 | SH |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $19.6M | 4.27% | 57,933 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $19.2M | 4.18% | 40,000 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $18.2M | 3.98% | 87,500 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $17.3M | 3.76% | 60,000 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $15.6M | 3.41% | 61,545 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $14.8M | 3.23% | 40,000 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $12.6M | 2.75% | 22,000 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.5M | 1.85% | 48,750 | SH |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $8.3M | 1.81% | 24,500 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.1M | 0.68% | 12,798 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $2.5M | 0.55% | 10,000 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $793.5K | 0.17% | 4,550 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.16% | 1 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $458.3M | 19 | 0000919574-26-003005 |
| 2025-12-31 | 2026-02-17 | $474.2M | 16 | 0001349353-26-000003 |
| 2025-09-30 | 2025-11-12 | $472.6M | 14 | 0001349353-25-000009 |