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CIK: 0001349353
Total reported value
$464.1M
$464.1M
15 檔
71.7%
During the Q4 2024 filing period, United American Securities Inc. (CIK: 0001349353) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $464.1M across 15 reported positions.
In Q4 2024, United American Securities Inc. displayed an active expansion posture, initiating 5 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 34.71% | +0.05% | +2.07% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 19.18% | +1.87% | -4.52% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 12.21% | -8.15% | -37.98% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 8.33% | -0.95% | +0.51% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.81% | -6.16% | -9.47% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.57% | -0.31% | +0.60% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.89% | +6.91% | -8.19% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | +1.75% | — | |
| 9 | CB | Chubb Limited | Stock-Financials | 2.68% | — | -10.78% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 1.20% | — | +1298.52% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | — | — | |
| 12 | RKLB | Rocket Lab Corporation | Stock-Industrials | 0.75% | — | — | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 0.67% | — | — | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.16% | — | — | |
| 15 | MANU | Manchester United plc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.8% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +2% | -4.52% | Trim |
| 3 | UBER | Uber Technologies Inc | +1.1% | +1298.52% | Add |
| 4 | TSLA | Tesla Inc | +1% | NEW | New buy |
| 5 | RKLB | Rocket Lab Corporation | +0.8% | NEW | New buy |
| 6 | ASML | ASML Holding N.V. | +0.7% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.4% | +0.60% | Add |
| 8 | COST | Costco Wholesale CORP | +0.3% | +0.51% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -8.19% | Trim |
| 10 | MANU | Manchester United plc | 0% | NEW | New buy |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +2.07% | Add |
| 13 | CB | Chubb Limited | -0.5% | -10.78% | Trim |
| 14 | META | Meta Platforms Inc-class A | -0.5% | -9.47% | Trim |
| 15 | LLY | Eli Lilly & Co | -1% | EXIT | Sold out |
| 16 | MSFT | Microsoft CORP | -8% | -37.98% | Trim |
According to official SEC Form 13F filings, United American Securities Inc. reported a total U.S. public equity portfolio value of $464.1M across 15 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, AMZN, MSFT) accounted for 71.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
GOOGL
市值: $15.9M
Top Position Liquidated / Trimmed
LLY
前期市值: $4.3M
During Q4 2024, United American Securities Inc.'s top holdings by market value included BRK-B (34.7%)、AMZN (19.2%)、MSFT (12.2%). The largest single position, BRK-B, represented 34.7% of total portfolio value.
In Q4 2024, United American Securities Inc. made 15 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 1 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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