United American Securities Inc. (d/b/a UAS Asset Management) 13F Holdings · Q2 2026
United American Securities Inc. (d/b/a UAS Asset Management) reported 13 securities worth $464.09M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRKB (32.02%), AMZN (17.06%), GOOGL (13.71%). Among its top 25 positions this quarter: 3 new, 2 added, 7 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $148.6M | 32.02% | 296,964 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $79.2M | 17.06% | 332,113 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $63.6M | 13.71% | 178,077 | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.3M | 12.99% | 126,214 | Added |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $33.3M | 7.17% | 35,587 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $20.9M | 4.49% | 104,240 | Added |
| 7 | AAPL | APPLE INC | $16.9M | 3.65% | 58,513 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $13.6M | 2.93% | 36,466 | Trimmed |
| 9 | META | META PLATFORMS INC | $12.2M | 2.62% | 21,609 | Trimmed |
| 10 | SPCX | SPACE EXPLORATION TECHN CORP | $9.2M | 1.98% | 53,865 | New |
| 11 | LLY | ELI LILLY & CO | $5.0M | 1.09% | 4,200 | New |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 0.16% | 1 | Hold |
| 13 | ABNB | AIRBNB INC | $572,400 | 0.12% | 4,000 | New |
| 14 | JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR