United American Securities Inc. (d/b/a UAS Asset Management)
CIK: 0001349353SEC EDGAR →
Portfolio Value
$474.2M
Holdings
16
As of
Q4 2025
New Positions
14
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 309,900 | $155.8M | 32.85% |
| 2 | AMAZON COM INC | 309,715 | $71.5M | 15.08% |
| 3 | MICROSOFT CORP | 121,764 | $58.9M | 12.42% |
| 4 | ALPHABET INC | 187,132 | $58.6M | 12.35% |
| 5 | COSTCO WHOLESALE CORP NEW | 37,625 | $32.4M | 6.84% |
| 6 | NVIDIA CORP | 142,517 | $26.6M | 5.61% |
| 7 | META PLATFORMS INC | 28,165 | $18.6M | 3.92% |
| 8 | APPLE INC | 60,382 | $16.4M | 3.46% |
| 9 | JOHNSON & JOHNSON | 70,650 | $14.6M | 3.08% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 40,746 | $12.4M | 2.61% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 2 | $156.5M | 33.0% |
| Technology | 4 | $114.3M | 24.1% |
| Communication Services | 2 | $77.2M | 16.3% |
| Consumer Cyclical | 3 | $73.6M | 15.5% |
| Consumer Defensive | 1 | $32.4M | 6.8% |
| Healthcare | 2 | $17.5M | 3.7% |
| Financial Services | 2 | $2.6M | 0.5% |