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

CIK: 0001349353SEC EDGAR →

Portfolio Value

$474K

Holdings

16

As of

Q4 2025

New Positions

14

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

AMAZON COM INC

309,715$71.5M
15076.48%
2

MICROSOFT CORP

121,764$58.9M
12418.99%
3

ALPHABET INC

187,132$58.6M
12352.56%
4

NVIDIA CORP

142,517$26.6M
5605.39%
5

APPLE INC

60,382$16.4M
3461.85%
6

JOHNSON & JOHNSON

70,650$14.6M
3083.50%
7

TAIWAN SEMICONDUCTOR MFG LTD

40,746$12.4M
2611.31%
8

FACTSET RESH SYS INC

7,500$2.2M
458.91%
9

PDD HOLDINGS INC

15,000$1.7M
358.52%
10

TESLA INC

1,000$449K
94.69%

Quarterly Changes

Top Buys

MSFT↑ Increased
$58.8M
GOOGL↑ Increased
$20.0M
JNJ↑ Increased
$10.6M
NVDA↑ Increased
$10.2M
TSM↑ Increased
$3.8M

Top Sells

UBERCLOSED
$24.2M
BABACLOSED
$3.6M
AMZN↓ Decreased
$3.3M
AAPL↓ Decreased
$837K
META↓ Decreased
$15K

New Positions (4)

$2.2M · 8K shares
$449K · 1K shares
$431K · 1K shares
$3K · 3K shares

Closed Positions (2)

$24.2M · 247K shares
$3.6M · 20K shares

Sector Breakdown

Sector# HoldingsValue%
Technology4$114.3M43.3%
Consumer Cyclical3$73.6M27.9%
Communication Services2$58.6M22.2%
Healthcare2$14.6M5.5%
Financial Services2$2.6M1.0%
Unknown2$157K0.1%
Consumer Defensive1$32K0.0%