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CIK: 0001349353
Total reported value
$464.1M
$464.1M
11 檔
76.8%
According to the latest 13F quarterly dataset, United American Securities Inc. managed an equity portfolio of $464.1M at the end of Q3 2024, spanning 11 distinct U.S. exchange-listed positions.
In Q3 2024, United American Securities Inc. adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 34.78% | +0.05% | -0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 20.24% | -8.15% | -0.31% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 17.18% | +1.87% | +7.82% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 8.08% | -0.95% | -1.26% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.32% | -6.16% | +5.21% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.19% | -0.31% | -3.72% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.75% | +6.91% | +33.54% | |
| 8 | CB | Chubb Limited | Stock-Financials | 3.16% | — | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +1.09% | NEW | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.17% | — | — | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 0.11% | — | -85.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +4.4% | -0.26% | Trim |
| 2 | CB | Chubb Limited | +3.2% | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | +1.1% | +5.21% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1% | +33.54% | Add |
| 5 | AMZN | Amazon.com Inc | +0.9% | +7.82% | Add |
| 6 | AAPL | Apple Inc | +0.4% | -3.72% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.3% | -1.26% | Trim |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 9 | PEP | Pepsico Inc | -0.3% | EXIT | Sold out |
| 10 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | EXIT | Sold out |
| 11 | ASML | ASML Holding N.V. | -0.5% | EXIT | Sold out |
| 12 | CSGP | Costar Group Inc | -0.5% | EXIT | Sold out |
| 13 | MSFT | Microsoft CORP | -0.6% | -0.31% | Trim |
| 14 | UBER | Uber Technologies Inc | -0.6% | -85.31% | Trim |
| 15 | NVDA | Nvidia CORP | -1.5% | EXIT | Sold out |
| 16 | LLY | Eli Lilly & Co | -1.6% | -59.92% | Trim |
| 17 | TSLA | Tesla Inc | -2.5% | EXIT | Sold out |
| 18 | GOOGL | Alphabet Inc-cl A | -2.8% | EXIT | Sold out |
According to official SEC Form 13F filings, United American Securities Inc. reported a total U.S. public equity portfolio value of $464.1M across 11 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AMZN) accounted for 76.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
CB
市值: $13.0M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $11.8M
During Q3 2024, United American Securities Inc.'s top holdings by market value included BRK-B (34.8%)、MSFT (20.2%)、AMZN (17.2%). The largest single position, BRK-B, represented 34.8% of total portfolio value.
In Q3 2024, United American Securities Inc. made 17 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 6 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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