United American Securities Inc. (d/b/a UAS Asset Management) 13F Filings & AI Analysis

CIK: 0001349353

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$458.3M

Reporting period: 2026-03-31 · Number of holdings: 19

United American Securities Inc. (d/b/a UAS Asset Management) disclosed 19 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $458.3M and a quarterly turnover rate of 22.1%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "U"

Personality snowflake

Concentration: 68.75
Portfolio Stability: 22.11
Momentum/Contrarian: 100
Sector conviction: 68.77
Diversification: 22
Sizing Uniformity: 90.1

Recent moves

Add META
+149.7%　$21.6M
Trim NVDA
-62.6%　-$17.3M
Add TSM
+102.3%　$15.5M
Trim JNJ
-81.9%　-$11.5M
Trim MSFT
+12.7%　-$8.1M
Add COST
-0.8%　$4.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 11 holdings (of 19 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	31.97%	-0.88%	-1.33%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	15.19%	+0.11%	+7.91%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	11.96%	-0.39%	+1.84%
4	MSFT	Microsoft CORP	Stock-Tech	11.08%	-1.34%	+12.71%
5	META	Meta Platforms Inc-class A	Stock-Comm Services	8.78%	+4.86%	+149.65%
6	COST	Costco Wholesale CORP	Stock-Consumer Staples	8.12%	+1.28%	-0.76%
7	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	6.08%	+3.47%	+102.31%
8	AAPL	Apple INC	Stock-Tech	3.96%	+0.50%	+18.49%
9	NVDA	Nvidia CORP	Stock-Tech	2.03%	-3.58%	-62.60%
10	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	-2.40%	-81.89%
11	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.16%	—	—

Portfolio Performance

Performance for Q3 2026

-4.6%

Performance Last 4 Quarters

-6.2%

Based on 50% of reported portfolio value with available pricing

Stdev: +16.8%
Beta: +1.57
Alpha: -21.4%
Max Drawdown: -14.2%
Annualized Perf: -9.2%
Batting Avg vs S&P: +37.5%
Sortino: -0.64
Stutzer: -0.16
Treynor: -0.05
Sterling: —
Calmar: -0.65
Information Ratio: -1.14
Tracking Error: +14.6%
Stdev Down: +13.2%
Winning Months %: +50%
Losing Months %: +50%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.2
Sharpe: -0.5
Stdev Sectors: +10.2%
Skewness: -0.36
Kurtosis: -1.18
Upside Potential: +1.43

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	19	$458.3M	22	1BRK-B 2AMZN 3GOOGL Top holdings2026-03-31 1.BRK-B 2.AMZN 3.GOOGL 4.MSFT 5.META 6.COST 7.TSM 8.AAPL 9.NVDA 10.JNJ
2025-12-31	16	$474.2M	23	1BRK-B 2AMZN 3MSFT Top holdings2025-12-31 1.BRK-B 2.AMZN 3.MSFT 4.GOOGL 5.COST 6.NVDA 7.META 8.AAPL 9.JNJ 10.TSM
2025-09-30	14	$472.6M	31	1BRK-B 2AMZN 3MSFT Top holdings2025-09-30 1.BRK-B 2.AMZN 3.MSFT 4.GOOGL 5.COST 6.META 7.UBER 8.NVDA 9.AAPL 10.TSM
2025-06-30	15	$463.5M	0	1BRK-B 2AMZN 3MSFT Top holdings2025-06-30 1.BRK-B 2.AMZN 3.MSFT 4.COST 5.META 6.UBER 7.GOOGL 8.AAPL 9.CB 10.CMG
2025-03-31	11	$415.7M	100	1BRK-B 2AMZN 3MSFT Top holdings2025-03-31 1.BRK-B 2.AMZN 3.MSFT 4.COST 5.META 6.UBER 7.TSM 8.CB 9.AAPL 10.NVDA
2024-12-31	15	$414.7M	0	1BRK-B 2AMZN 3MSFT Top holdings2024-12-31 1.BRK-B 2.AMZN 3.MSFT 4.COST 5.META 6.AAPL 7.TSM 8.GOOGL 9.CB 10.UBER
2024-09-30	11	$411.8M	0	1BRK-B 2MSFT 3AMZN Top holdings2024-09-30 1.BRK-B 2.MSFT 3.AMZN 4.COST 5.META 6.AAPL 7.TSM 8.CB 9.LLY 10.BRK-A
2024-06-30	17	$417.5M	0	1BRK-B 2MSFT 3AMZN Top holdings2024-06-30 1.BRK-B 2.MSFT 3.AMZN 4.COST 5.META 6.AAPL 7.GOOGL 8.TSM 9.LLY 10.TSLA
2024-03-31	15	$374.1M	0	1BRK-B 2MSFT 3AMZN Top holdings2024-03-31 1.BRK-B 2.MSFT 3.AMZN 4.COST 5.AAPL 6.UNH 7.META 8.LLY 9.UBER 10.TSM
2023-12-31	20	$393.5M	0	1BRK-B 2MSFT 3TSLA Top holdings2023-12-31 1.BRK-B 2.MSFT 3.TSLA 4.AMZN 5.AAPL 6.COST 7.UNH 8.CSGP 9.NVDA 10.SCHW
2023-09-30	12	$327.1M	0	1BRK-B 2MSFT 3TSLA Top holdings2023-09-30 1.BRK-B 2.MSFT 3.TSLA 4.AMZN 5.AAPL 6.COST 7.UNH 8.UBER 9.META 10.BX
2023-06-30	16	$349.4M	0	1BRK-B 2MSFT 3AMZN Top holdings2023-06-30 1.BRK-B 2.MSFT 3.AMZN 4.AAPL 5.TSLA 6.COST 7.UNH 8.HD 9.META 10.CSGP
2023-03-31	20	$293.4M	0	1BRK-B 2MSFT 3CVX Top holdings2023-03-31 1.BRK-B 2.MSFT 3.CVX 4.AAPL 5.COST 6.HD 7.UNH 8.SCHW 9.TSLA 10.MU
2022-12-31	20	$282.1M	0	1BRK-B 2MSFT 3AAPL Top holdings2022-12-31 1.BRK-B 2.MSFT 3.AAPL 4.UNH 5.HD 6.COST 7.AMZN 8.PG 9.TSM 10.SCHW
2022-09-30	12	$316.5M	0	1BRK-B 2AMZN 3MSFT Top holdings2022-09-30 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.TSLA 6.COST 7.UNH 8.SCHW 9.MCO 10.BRK-A
2022-06-30	20	$346.7M	0	1BRK-B 2AMZN 3MSFT Top holdings2022-06-30 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.GOOGL 6.UNH 7.COST 8.TSLA 9.SCHW 10.BAC
2022-03-31	14	$450.9M	0	1BRK-B 2AMZN 3AAPL Top holdings2022-03-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.COST 6.TSLA 7.NVDA 8.NCLH 9.CARR 10.GOOGL
2021-12-31	19	$451.1M	0	1BRK-B 2MSFT 3AAPL Top holdings2021-12-31 1.BRK-B 2.MSFT 3.AAPL 4.AMZN 5.GOOGL 6.TSLA 7.GTM 8.UBER 9.COST 10.UNH
2021-09-30	18	$383.1M	0	1BRK-B 2MSFT 3AMZN Top holdings2021-09-30 1.BRK-B 2.MSFT 3.AMZN 4.AAPL 5.GTM 6.MA 7.AXP 8.TSLA 9.GOOGL 10.PYPL
2021-06-30	28	$407.8M	94	1BRK-B 2AMZN 3MSFT Top holdings2021-06-30 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.MA 6.SYY 7.TSLA 8.GTM 9.ARKG 10.PYPL
2021-03-31	16	$360.8M	35	1BRK-B 2AMZN 3MSFT Top holdings2021-03-31 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.MA 6.VZ 7.SYY 8.TSLA 9.KO 10.PYPL
2020-12-31	24	$354.4M	22	1BRK-B 2AAPL 3AMZN Top holdings2020-12-31 1.BRK-B 2.AAPL 3.AMZN 4.MSFT 5.MA 6.TSLA 7.ARKG 8.SYY 9.V 10.Z
2020-09-30	27	$327.3M	35	1BRK-B 2AAPL 3AMZN Top holdings2020-09-30 1.BRK-B 2.AAPL 3.AMZN 4.MSFT 5.MA 6.TSLA 7.SYY 8.HD 9.V 10.BABA
2020-06-30	23	$277.5M	54	1AMZN 2BRK-B 3AAPL Top holdings2020-06-30 1.AMZN 2.BRK-B 3.AAPL 4.MSFT 5.MA 6.TSLA 7.SBUX 8.SYY 9.DIS 10.V
2020-03-31	23	$233.9M	45	1BRK-B 2AMZN 3AAPL Top holdings2020-03-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.MA 6.DIS 7.SYY 8.V 9.WFC 10.MDT
2019-12-31	36	$270.6M	34	1BRK-B 2AMZN 3AAPL Top holdings2019-12-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.DIS 6.GOOGL 7.MA 8.WFC 9.SBUX 10.MDT
2019-09-30	32	$250.8M	27	1BRK-B 2AMZN 3MSFT Top holdings2019-09-30 1.BRK-B 2.AMZN 3.MSFT 4.DIS 5.GOOGL 6.AAPL 7.PYPL 8.BA 9.MA 10.MDT
2019-06-30	26	$224.7M	30	1BRK-B 2AMZN 3MSFT Top holdings2019-06-30 1.BRK-B 2.AMZN 3.MSFT 4.DIS 5.AAPL 6.PYPL 7.JNJ 8.GOOGL 9.SBUX 10.MDT
2019-03-31	23	$221.4M	49	1BRK-B 2AMZN 3AAPL Top holdings2019-03-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.DIS 6.GOOGL 7.PYPL 8.SBUX 9.UTXZ 10.JNJ
2018-12-31	24	$147.3M	54	1BRK-B 2AMZN 3MSFT Top holdings2018-12-31 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.GOOGL 6.JNJ 7.UNH 8.MA 9.LUV 10.HLT
2018-09-30	28	$231.0M	43	1BRK-B 2AMZN 3MSFT Top holdings2018-09-30 1.BRK-B 2.AMZN 3.MSFT 4.JNJ 5.AAPL 6.UNH 7.GOOGL 8.MA 9.SFIX 10.LUV
2018-06-30	23	$200.7M	33	1BRK-B 2AMZN 3JNJ Top holdings2018-06-30 1.BRK-B 2.AMZN 3.JNJ 4.UNH 5.GOOGL 6.MSFT 7.MA 8.BNY 9.PEP 10.AAPL
2018-03-31	30	$204.7M	34	1BRK-B 2AMZN 3JNJ Top holdings2018-03-31 1.BRK-B 2.AMZN 3.JNJ 4.BNY 5.UNH 6.PEP 7.GOOGL 8.MSFT 9.LUV 10.MA
2017-12-31	23	$215.8M	32	1BRK-B 2AMZN 3META Top holdings2017-12-31 1.BRK-B 2.AMZN 3.META 4.JNJ 5.PEP 6.UNH 7.GOOGL 8.FDX 9.MA 10.BNY
2017-09-30	27	$205.6M	34	1BRK-B 2AMZN 3JNJ Top holdings2017-09-30 1.BRK-B 2.AMZN 3.JNJ 4.PEP 5.META 6.UNH 7.GOOGL 8.BABA 9.BNY 10.MA
2017-06-30	27	$190.4M	29	1BRK-B 2AMZN 3JNJ Top holdings2017-06-30 1.BRK-B 2.AMZN 3.JNJ 4.PEP 5.UNH 6.GOOGL 7.META 8.BNY 9.KO 10.DIS
2017-03-31	25	$173.7M	43	1BRK-B 2AMZN 3PEP Top holdings2017-03-31 1.BRK-B 2.AMZN 3.PEP 4.JNJ 5.GOOGL 6.UNH 7.BMY 8.DIS 9.BAC 10.META
2016-12-31	28	$169.0M	45	1BRK-B 2PEP 3JNJ Top holdings2016-12-31 1.BRK-B 2.PEP 3.JNJ 4.AMZN 5.GOOGL 6.AEP 7.KO 8.DIS 9.IBM 10.BNY
2016-09-30	25	$145.6M	44	1BRK-B 2PEP 3JNJ Top holdings2016-09-30 1.BRK-B 2.PEP 3.JNJ 4.AMZN 5.GOOGL 6.META 7.BMY 8.KO 9.AXP 10.PFE
2016-06-30	23	$172.5M	34	1BRK-B 2WFC 3JNJ Top holdings2016-06-30 1.BRK-B 2.WFC 3.JNJ 4.PEP 5.BAC 6.KO 7.AXP 8.AMZN 9.GOOGL 10.META
2016-03-31	28	$169.3M	36	1BRK-B 2WFC 3PEP Top holdings2016-03-31 1.BRK-B 2.WFC 3.PEP 4.KO 5.JNJ 6.AXP 7.BNY 8.GOOGL 9.BAC 10.MS
2015-12-31	24	$156.2M	43	1BRK-B 2WFC 3PEP Top holdings2015-12-31 1.BRK-B 2.WFC 3.PEP 4.BAC 5.JNJ 6.KO 7.AXP 8.META 9.PG 10.BMY
2015-09-30	21	$148.1M	40	1BRK-B 2BAC 3WFC Top holdings2015-09-30 1.BRK-B 2.BAC 3.WFC 4.PEP 5.AIG 6.KO 7.JNJ 8.AXP 9.MS 10.IBM
2015-06-30	32	$192.0M	26	1AIG 2BRK-B 3BAC Top holdings2015-06-30 1.AIG 2.BRK-B 3.BAC 4.WFC 5.BMY 6.PEP 7.KO 8.IBM 9.AXP 10.BIDU
2015-03-31	31	$187.0M	21	1AIG 2BRK-B 3BAC Top holdings2015-03-31 1.AIG 2.BRK-B 3.BAC 4.WFC 5.BMY 6.PEP 7.KO 8.PG 9.JNJ 10.AXP
2014-12-31	26	$187.2M	27	1AIG 2BRK-B 3BAC Top holdings2014-12-31 1.AIG 2.BRK-B 3.BAC 4.WFC 5.PEP 6.BMY 7.PG 8.JNJ 9.KO 10.AXP
2014-09-30	24	$175.0M	30	1AIG 2BRK-B 3BAC Top holdings2014-09-30 1.AIG 2.BRK-B 3.BAC 4.WFC 5.PEP 6.IBM 7.PG 8.BMY 9.JNJ 10.KO
2014-06-30	29	$180.0M	15	1AIG 2BRK-B 3WFC Top holdings2014-06-30 1.AIG 2.BRK-B 3.WFC 4.BAC 5.BP 6.PEP 7.BMY 8.PG 9.JNJ 10.KO
2014-03-31	23	$167.9M	26	1AIG 2BRK-B 3BAC Top holdings2014-03-31 1.AIG 2.BRK-B 3.BAC 4.WFC 5.BMY 6.PEP 7.PG 8.JNJ 9.KO 10.AXP
2013-12-31	30	$165.3M	20	1AIG 2BRK-B 3BAC Top holdings2013-12-31 1.AIG 2.BRK-B 3.BAC 4.BMY 5.WFC 6.PEP 7.PG 8.KO 9.JNJ 10.DNKN
2013-09-30	25	$145.7M	16	1AIG 2BRK-B 3BAC Top holdings2013-09-30 1.AIG 2.BRK-B 3.BAC 4.BMY 5.WFC 6.PEP 7.PG 8.KO 9.DNKN 10.JNJ
2013-06-30	31	$143.6M	0	1AIG 2BRK-B 3BAC Top holdings2013-06-30 1.AIG 2.BRK-B 3.BAC 4.PEP 5.WFC 6.BMY 7.PG 8.KO 9.DNKN 10.JNJ

Holding changes this quarter

United American Securities Inc. (d/b/a UAS Asset Management)'s most significant position changes for 2026-03-31: Sold out: Eli Lilly & Co (LLY); Sold out: Factset Research Systems INC (FDS); Sold out: Pdd Holdings INC (PDD); Sold out: Tesla INC (TSLA); Sold out: Jpmorgan Chase & Co (JPM).

Position changes disclosed by United American Securities Inc. (d/b/a UAS Asset Management) for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	META	Meta Platforms Inc-class A	+4.9%	+149.65%	Add
2	TSM	Taiwan Semiconductor-sp Adr	+3.5%	+102.31%	Add
3	COST	Costco Wholesale CORP	+1.3%	-0.76%	Trim
4	AAPL	Apple INC	+0.5%	+18.49%	Add
5	AMZN	Amazon.com INC	+0.1%	+7.91%	Add
6	BRK-A	Berkshire Hathaway Inc-cl A	—	—	Unchanged
7	GOOGL	Alphabet Inc-cl A	-0.4%	+1.84%	Add
8	BRK-B	Berkshire Hathaway Inc-cl B	-0.9%	-1.33%	Trim
9	MSFT	Microsoft CORP	-1.3%	+12.71%	Add
10	JNJ	Johnson & Johnson	-2.4%	-81.89%	Trim
11	NVDA	Nvidia CORP	-3.6%	-62.60%	Trim
12	LLY	Eli Lilly & Co	—	EXIT	Sold out
13	FDS	Factset Research Systems INC	—	EXIT	Sold out
14	PDD	Pdd Holdings INC	—	EXIT	Sold out
15	TSLA	Tesla INC	—	EXIT	Sold out
16	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out

FAQ

What is United American Securities Inc. (d/b/a UAS Asset Management) and what type of investor is it?

United American Securities Inc. (d/b/a UAS Asset Management) is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $458.3M, spread across 19 disclosed positions.

What are United American Securities Inc. (d/b/a UAS Asset Management)'s largest equity positions?

Based on the latest 13F filing, United American Securities Inc. (d/b/a UAS Asset Management)'s top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $146.5M (32.0%) 2. Amazon.com INC (AMZN) — $69.6M (15.2%) 3. Alphabet Inc-cl A (GOOGL) — $54.8M (12.0%) 4. Microsoft CORP (MSFT) — $50.8M (11.1%) 5. Meta Platforms Inc-class A (META) — $40.2M (8.8%)

What changes did United American Securities Inc. (d/b/a UAS Asset Management) make in its most recent portfolio filing?

In the latest reported quarter, United American Securities Inc. (d/b/a UAS Asset Management) made 15 notable position adjustments: 0 new positions were initiated, 6 existing holdings were added to, 4 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Eli Lilly & Co (LLY); Sold out: Factset Research Systems INC (FDS); Sold out: Pdd Holdings INC (PDD); Sold out: Tesla INC (TSLA); Sold out: Jpmorgan Chase & Co (JPM)

What sectors does United American Securities Inc. (d/b/a UAS Asset Management) focus on?

United American Securities Inc. (d/b/a UAS Asset Management) is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 32.0% • Information Technology: 23.2% • Communication Services: 20.8% • Consumer Discretionary: 15.2% • Consumer Staples: 8.1% • Health Care: 0.7%

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United American Securities Inc. (d/b/a UAS Asset Management) 13F Filings & AI Analysis

CIK: 0001349353

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$458.3M

Reporting period: 2026-03-31 · Number of holdings: 19

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "U"

Personality snowflake

Concentration: 68.75
Portfolio Stability: 22.11
Momentum/Contrarian: 100
Sector conviction: 68.77
Diversification: 22
Sizing Uniformity: 90.1

Recent moves

Add META
+149.7%　$21.6M
Trim NVDA
-62.6%　-$17.3M
Add TSM
+102.3%　$15.5M
Trim JNJ
-81.9%　-$11.5M
Trim MSFT
+12.7%　-$8.1M
Add COST
-0.8%　$4.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 11 holdings (of 19 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	31.97%	-0.88%	-1.33%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	15.19%	+0.11%	+7.91%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	11.96%	-0.39%	+1.84%
4	MSFT	Microsoft CORP	Stock-Tech	11.08%	-1.34%	+12.71%
5	META	Meta Platforms Inc-class A	Stock-Comm Services	8.78%	+4.86%	+149.65%
6	COST	Costco Wholesale CORP	Stock-Consumer Staples	8.12%	+1.28%	-0.76%
7	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	6.08%	+3.47%	+102.31%
8	AAPL	Apple INC	Stock-Tech	3.96%	+0.50%	+18.49%
9	NVDA	Nvidia CORP	Stock-Tech	2.03%	-3.58%	-62.60%
10	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	-2.40%	-81.89%
11	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.16%	—	—

Portfolio Performance

Performance for Q3 2026

-4.6%

Performance Last 4 Quarters

-6.2%

Based on 50% of reported portfolio value with available pricing

Stdev: +16.8%
Beta: +1.57
Alpha: -21.4%
Max Drawdown: -14.2%
Annualized Perf: -9.2%
Batting Avg vs S&P: +37.5%
Sortino: -0.64
Stutzer: -0.16
Treynor: -0.05
Sterling: —
Calmar: -0.65
Information Ratio: -1.14
Tracking Error: +14.6%
Stdev Down: +13.2%
Winning Months %: +50%
Losing Months %: +50%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.2
Sharpe: -0.5
Stdev Sectors: +10.2%
Skewness: -0.36
Kurtosis: -1.18
Upside Potential: +1.43

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	19	$458.3M	22	1BRK-B 2AMZN 3GOOGL Top holdings2026-03-31 1.BRK-B 2.AMZN 3.GOOGL 4.MSFT 5.META 6.COST 7.TSM 8.AAPL 9.NVDA 10.JNJ
2025-12-31	16	$474.2M	23	1BRK-B 2AMZN 3MSFT Top holdings2025-12-31 1.BRK-B 2.AMZN 3.MSFT 4.GOOGL 5.COST 6.NVDA 7.META 8.AAPL 9.JNJ 10.TSM
2025-09-30	14	$472.6M	31	1BRK-B 2AMZN 3MSFT Top holdings2025-09-30 1.BRK-B 2.AMZN 3.MSFT 4.GOOGL 5.COST 6.META 7.UBER 8.NVDA 9.AAPL 10.TSM
2025-06-30	15	$463.5M	0	1BRK-B 2AMZN 3MSFT Top holdings2025-06-30 1.BRK-B 2.AMZN 3.MSFT 4.COST 5.META 6.UBER 7.GOOGL 8.AAPL 9.CB 10.CMG
2025-03-31	11	$415.7M	100	1BRK-B 2AMZN 3MSFT Top holdings2025-03-31 1.BRK-B 2.AMZN 3.MSFT 4.COST 5.META 6.UBER 7.TSM 8.CB 9.AAPL 10.NVDA
2024-12-31	15	$414.7M	0	1BRK-B 2AMZN 3MSFT Top holdings2024-12-31 1.BRK-B 2.AMZN 3.MSFT 4.COST 5.META 6.AAPL 7.TSM 8.GOOGL 9.CB 10.UBER
2024-09-30	11	$411.8M	0	1BRK-B 2MSFT 3AMZN Top holdings2024-09-30 1.BRK-B 2.MSFT 3.AMZN 4.COST 5.META 6.AAPL 7.TSM 8.CB 9.LLY 10.BRK-A
2024-06-30	17	$417.5M	0	1BRK-B 2MSFT 3AMZN Top holdings2024-06-30 1.BRK-B 2.MSFT 3.AMZN 4.COST 5.META 6.AAPL 7.GOOGL 8.TSM 9.LLY 10.TSLA
2024-03-31	15	$374.1M	0	1BRK-B 2MSFT 3AMZN Top holdings2024-03-31 1.BRK-B 2.MSFT 3.AMZN 4.COST 5.AAPL 6.UNH 7.META 8.LLY 9.UBER 10.TSM
2023-12-31	20	$393.5M	0	1BRK-B 2MSFT 3TSLA Top holdings2023-12-31 1.BRK-B 2.MSFT 3.TSLA 4.AMZN 5.AAPL 6.COST 7.UNH 8.CSGP 9.NVDA 10.SCHW
2023-09-30	12	$327.1M	0	1BRK-B 2MSFT 3TSLA Top holdings2023-09-30 1.BRK-B 2.MSFT 3.TSLA 4.AMZN 5.AAPL 6.COST 7.UNH 8.UBER 9.META 10.BX
2023-06-30	16	$349.4M	0	1BRK-B 2MSFT 3AMZN Top holdings2023-06-30 1.BRK-B 2.MSFT 3.AMZN 4.AAPL 5.TSLA 6.COST 7.UNH 8.HD 9.META 10.CSGP
2023-03-31	20	$293.4M	0	1BRK-B 2MSFT 3CVX Top holdings2023-03-31 1.BRK-B 2.MSFT 3.CVX 4.AAPL 5.COST 6.HD 7.UNH 8.SCHW 9.TSLA 10.MU
2022-12-31	20	$282.1M	0	1BRK-B 2MSFT 3AAPL Top holdings2022-12-31 1.BRK-B 2.MSFT 3.AAPL 4.UNH 5.HD 6.COST 7.AMZN 8.PG 9.TSM 10.SCHW
2022-09-30	12	$316.5M	0	1BRK-B 2AMZN 3MSFT Top holdings2022-09-30 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.TSLA 6.COST 7.UNH 8.SCHW 9.MCO 10.BRK-A
2022-06-30	20	$346.7M	0	1BRK-B 2AMZN 3MSFT Top holdings2022-06-30 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.GOOGL 6.UNH 7.COST 8.TSLA 9.SCHW 10.BAC
2022-03-31	14	$450.9M	0	1BRK-B 2AMZN 3AAPL Top holdings2022-03-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.COST 6.TSLA 7.NVDA 8.NCLH 9.CARR 10.GOOGL
2021-12-31	19	$451.1M	0	1BRK-B 2MSFT 3AAPL Top holdings2021-12-31 1.BRK-B 2.MSFT 3.AAPL 4.AMZN 5.GOOGL 6.TSLA 7.GTM 8.UBER 9.COST 10.UNH
2021-09-30	18	$383.1M	0	1BRK-B 2MSFT 3AMZN Top holdings2021-09-30 1.BRK-B 2.MSFT 3.AMZN 4.AAPL 5.GTM 6.MA 7.AXP 8.TSLA 9.GOOGL 10.PYPL
2021-06-30	28	$407.8M	94	1BRK-B 2AMZN 3MSFT Top holdings2021-06-30 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.MA 6.SYY 7.TSLA 8.GTM 9.ARKG 10.PYPL
2021-03-31	16	$360.8M	35	1BRK-B 2AMZN 3MSFT Top holdings2021-03-31 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.MA 6.VZ 7.SYY 8.TSLA 9.KO 10.PYPL
2020-12-31	24	$354.4M	22	1BRK-B 2AAPL 3AMZN Top holdings2020-12-31 1.BRK-B 2.AAPL 3.AMZN 4.MSFT 5.MA 6.TSLA 7.ARKG 8.SYY 9.V 10.Z
2020-09-30	27	$327.3M	35	1BRK-B 2AAPL 3AMZN Top holdings2020-09-30 1.BRK-B 2.AAPL 3.AMZN 4.MSFT 5.MA 6.TSLA 7.SYY 8.HD 9.V 10.BABA
2020-06-30	23	$277.5M	54	1AMZN 2BRK-B 3AAPL Top holdings2020-06-30 1.AMZN 2.BRK-B 3.AAPL 4.MSFT 5.MA 6.TSLA 7.SBUX 8.SYY 9.DIS 10.V
2020-03-31	23	$233.9M	45	1BRK-B 2AMZN 3AAPL Top holdings2020-03-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.MA 6.DIS 7.SYY 8.V 9.WFC 10.MDT
2019-12-31	36	$270.6M	34	1BRK-B 2AMZN 3AAPL Top holdings2019-12-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.DIS 6.GOOGL 7.MA 8.WFC 9.SBUX 10.MDT
2019-09-30	32	$250.8M	27	1BRK-B 2AMZN 3MSFT Top holdings2019-09-30 1.BRK-B 2.AMZN 3.MSFT 4.DIS 5.GOOGL 6.AAPL 7.PYPL 8.BA 9.MA 10.MDT
2019-06-30	26	$224.7M	30	1BRK-B 2AMZN 3MSFT Top holdings2019-06-30 1.BRK-B 2.AMZN 3.MSFT 4.DIS 5.AAPL 6.PYPL 7.JNJ 8.GOOGL 9.SBUX 10.MDT
2019-03-31	23	$221.4M	49	1BRK-B 2AMZN 3AAPL Top holdings2019-03-31 1.BRK-B 2.AMZN 3.AAPL 4.MSFT 5.DIS 6.GOOGL 7.PYPL 8.SBUX 9.UTXZ 10.JNJ
2018-12-31	24	$147.3M	54	1BRK-B 2AMZN 3MSFT Top holdings2018-12-31 1.BRK-B 2.AMZN 3.MSFT 4.AAPL 5.GOOGL 6.JNJ 7.UNH 8.MA 9.LUV 10.HLT
2018-09-30	28	$231.0M	43	1BRK-B 2AMZN 3MSFT Top holdings2018-09-30 1.BRK-B 2.AMZN 3.MSFT 4.JNJ 5.AAPL 6.UNH 7.GOOGL 8.MA 9.SFIX 10.LUV
2018-06-30	23	$200.7M	33	1BRK-B 2AMZN 3JNJ Top holdings2018-06-30 1.BRK-B 2.AMZN 3.JNJ 4.UNH 5.GOOGL 6.MSFT 7.MA 8.BNY 9.PEP 10.AAPL
2018-03-31	30	$204.7M	34	1BRK-B 2AMZN 3JNJ Top holdings2018-03-31 1.BRK-B 2.AMZN 3.JNJ 4.BNY 5.UNH 6.PEP 7.GOOGL 8.MSFT 9.LUV 10.MA
2017-12-31	23	$215.8M	32	1BRK-B 2AMZN 3META Top holdings2017-12-31 1.BRK-B 2.AMZN 3.META 4.JNJ 5.PEP 6.UNH 7.GOOGL 8.FDX 9.MA 10.BNY
2017-09-30	27	$205.6M	34	1BRK-B 2AMZN 3JNJ Top holdings2017-09-30 1.BRK-B 2.AMZN 3.JNJ 4.PEP 5.META 6.UNH 7.GOOGL 8.BABA 9.BNY 10.MA
2017-06-30	27	$190.4M	29	1BRK-B 2AMZN 3JNJ Top holdings2017-06-30 1.BRK-B 2.AMZN 3.JNJ 4.PEP 5.UNH 6.GOOGL 7.META 8.BNY 9.KO 10.DIS
2017-03-31	25	$173.7M	43	1BRK-B 2AMZN 3PEP Top holdings2017-03-31 1.BRK-B 2.AMZN 3.PEP 4.JNJ 5.GOOGL 6.UNH 7.BMY 8.DIS 9.BAC 10.META
2016-12-31	28	$169.0M	45	1BRK-B 2PEP 3JNJ Top holdings2016-12-31 1.BRK-B 2.PEP 3.JNJ 4.AMZN 5.GOOGL 6.AEP 7.KO 8.DIS 9.IBM 10.BNY
2016-09-30	25	$145.6M	44	1BRK-B 2PEP 3JNJ Top holdings2016-09-30 1.BRK-B 2.PEP 3.JNJ 4.AMZN 5.GOOGL 6.META 7.BMY 8.KO 9.AXP 10.PFE
2016-06-30	23	$172.5M	34	1BRK-B 2WFC 3JNJ Top holdings2016-06-30 1.BRK-B 2.WFC 3.JNJ 4.PEP 5.BAC 6.KO 7.AXP 8.AMZN 9.GOOGL 10.META
2016-03-31	28	$169.3M	36	1BRK-B 2WFC 3PEP Top holdings2016-03-31 1.BRK-B 2.WFC 3.PEP 4.KO 5.JNJ 6.AXP 7.BNY 8.GOOGL 9.BAC 10.MS
2015-12-31	24	$156.2M	43	1BRK-B 2WFC 3PEP Top holdings2015-12-31 1.BRK-B 2.WFC 3.PEP 4.BAC 5.JNJ 6.KO 7.AXP 8.META 9.PG 10.BMY
2015-09-30	21	$148.1M	40	1BRK-B 2BAC 3WFC Top holdings2015-09-30 1.BRK-B 2.BAC 3.WFC 4.PEP 5.AIG 6.KO 7.JNJ 8.AXP 9.MS 10.IBM
2015-06-30	32	$192.0M	26	1AIG 2BRK-B 3BAC Top holdings2015-06-30 1.AIG 2.BRK-B 3.BAC 4.WFC 5.BMY 6.PEP 7.KO 8.IBM 9.AXP 10.BIDU
2015-03-31	31	$187.0M	21	1AIG 2BRK-B 3BAC Top holdings2015-03-31 1.AIG 2.BRK-B 3.BAC 4.WFC 5.BMY 6.PEP 7.KO 8.PG 9.JNJ 10.AXP
2014-12-31	26	$187.2M	27	1AIG 2BRK-B 3BAC Top holdings2014-12-31 1.AIG 2.BRK-B 3.BAC 4.WFC 5.PEP 6.BMY 7.PG 8.JNJ 9.KO 10.AXP
2014-09-30	24	$175.0M	30	1AIG 2BRK-B 3BAC Top holdings2014-09-30 1.AIG 2.BRK-B 3.BAC 4.WFC 5.PEP 6.IBM 7.PG 8.BMY 9.JNJ 10.KO
2014-06-30	29	$180.0M	15	1AIG 2BRK-B 3WFC Top holdings2014-06-30 1.AIG 2.BRK-B 3.WFC 4.BAC 5.BP 6.PEP 7.BMY 8.PG 9.JNJ 10.KO
2014-03-31	23	$167.9M	26	1AIG 2BRK-B 3BAC Top holdings2014-03-31 1.AIG 2.BRK-B 3.BAC 4.WFC 5.BMY 6.PEP 7.PG 8.JNJ 9.KO 10.AXP
2013-12-31	30	$165.3M	20	1AIG 2BRK-B 3BAC Top holdings2013-12-31 1.AIG 2.BRK-B 3.BAC 4.BMY 5.WFC 6.PEP 7.PG 8.KO 9.JNJ 10.DNKN
2013-09-30	25	$145.7M	16	1AIG 2BRK-B 3BAC Top holdings2013-09-30 1.AIG 2.BRK-B 3.BAC 4.BMY 5.WFC 6.PEP 7.PG 8.KO 9.DNKN 10.JNJ
2013-06-30	31	$143.6M	0	1AIG 2BRK-B 3BAC Top holdings2013-06-30 1.AIG 2.BRK-B 3.BAC 4.PEP 5.WFC 6.BMY 7.PG 8.KO 9.DNKN 10.JNJ

Holding changes this quarter

Position changes disclosed by United American Securities Inc. (d/b/a UAS Asset Management) for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	META	Meta Platforms Inc-class A	+4.9%	+149.65%	Add
2	TSM	Taiwan Semiconductor-sp Adr	+3.5%	+102.31%	Add
3	COST	Costco Wholesale CORP	+1.3%	-0.76%	Trim
4	AAPL	Apple INC	+0.5%	+18.49%	Add
5	AMZN	Amazon.com INC	+0.1%	+7.91%	Add
6	BRK-A	Berkshire Hathaway Inc-cl A	—	—	Unchanged
7	GOOGL	Alphabet Inc-cl A	-0.4%	+1.84%	Add
8	BRK-B	Berkshire Hathaway Inc-cl B	-0.9%	-1.33%	Trim
9	MSFT	Microsoft CORP	-1.3%	+12.71%	Add
10	JNJ	Johnson & Johnson	-2.4%	-81.89%	Trim
11	NVDA	Nvidia CORP	-3.6%	-62.60%	Trim
12	LLY	Eli Lilly & Co	—	EXIT	Sold out
13	FDS	Factset Research Systems INC	—	EXIT	Sold out
14	PDD	Pdd Holdings INC	—	EXIT	Sold out
15	TSLA	Tesla INC	—	EXIT	Sold out
16	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out