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

CIK 0001349353 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

United American Securities Inc. (d/b/a UAS Asset Management) reported 13 positions worth $464.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BRK-B (32.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$464.1M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
98.6%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$148.6M32.02%296,964
2AMZNAMAZON COM INCSH$79.2M17.06%332,113
3GOOGLALPHABET INCSH$63.6M13.71%178,077
4TSMTAIWAN SEMICONDUCTOR MANUFACSH$60.3M12.99%126,214
5COSTCOSTCO WHOLESALE CORPORATIONSH$33.3M7.17%35,587
6NVDANVIDIA CORPORATIONSH$20.9M4.49%104,240
7AAPLAPPLE INCSH$16.9M3.65%58,513
8MSFTMICROSOFT CORPSH$13.6M2.93%36,466
9METAMETA PLATFORMS INCSH$12.2M2.62%21,609
10SPCXSPACE EXPLORATION TECHN CORPSH$9.2M1.98%53,865

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does United American Securities Inc. (d/b/a UAS Asset Management) hold as of Q2 2026?

United American Securities Inc. (d/b/a UAS Asset Management) reported 13 positions worth $464.1M in its Q2 2026 13F filing. Largest positions: BRK-B (32.0%), AMZN (17.1%), GOOGL (13.7%), TSM (13.0%) and COST (7.2%).

What did United American Securities Inc. (d/b/a UAS Asset Management) buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did United American Securities Inc. (d/b/a UAS Asset Management) sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.