United American Securities Inc. (d/b/a UAS Asset Management) reported 13 positions worth $464.09M for the quarter ended Jun 30, 2026, up 1.3% on the prior quarter. It opened 3 new positions, added to 2, trimmed 7 and exited 1. Its largest holding is Berkshire Hathaway Inc at 32% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +43.8K | +53.1% | $20.91M | 12.99% |
| NVDA Nvidia Corp | +50.9K | +95.6% | $10.19M | 4.49% |
| SPCX Space Exploration Technologies Corp | +53.9K | – | $9.20M | 1.98% |
| LLY ELI LILLY & Co | +4,200 | – | $5.04M | 1.09% |
| ABNB Airbnb, Inc. | +4,000 | – | $572.40K | 0.123% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -100.8K | -73.4% | $37.59M | 2.93% |
| META Meta Platforms, Inc. | -48.7K | -69.3% | $27.44M | 2.62% |
| GOOGL Alphabet Inc. | -12.5K | -6.6% | $4.47M | 13.71% |
| BRK-B Berkshire Hathaway Inc | -8,823 | -2.9% | $4.41M | 32.02% |
| AAPL Apple Inc. | -13.0K | -18.2% | $3.77M | 3.65% |
| JNJ Johnson & Johnson | -12.8K | -100.0% | $3.13M | Exited |
| COST Costco Wholesale Corp | -1,752 | -4.7% | $1.64M | 7.17% |
| AMZN Amazon Com Inc | -2,088 | -0.6% | $497.65K | 17.06% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| JNJ Johnson & Johnson | -12.8K | $3.13M | 0.683% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 297.0K | $148.60M | 32.02% | -8,823 | -2.9% | Reduced | 0.02% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 332.1K | $79.16M | 17.06% | -2,088 | -0.6% | Reduced | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 178.1K | $63.64M | 13.71% | -12.5K | -6.6% | Reduced | 0% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 126.2K | $60.28M | 12.99% | +43.8K | +53.1% | Added | 0% |
| 5 | COST Costco Wholesale Corp | Consumer Staples | 35.6K | $33.29M | 7.17% | -1,752 | -4.7% | Reduced | 0.01% |
| 6 | NVDA Nvidia Corp | Technology | 104.2K | $20.86M | 4.49% | +50.9K | +95.6% | Added | 0% |
| 7 | AAPL Apple Inc. | Technology | 58.5K | $16.93M | 3.65% | -13.0K | -18.2% | Reduced | 0% |
| 8 | MSFT Microsoft Corp | Technology | 36.5K | $13.60M | 2.93% | -100.8K | -73.4% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 21.6K | $12.17M | 2.62% | -48.7K | -69.3% | Reduced | 0% |
| 10 | SPCX Space Exploration Technologies Corp | Industrials | 53.9K | $9.20M | 1.98% | +53.9K | – | New | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 4,200 | $5.04M | 1.09% | +4,200 | – | New | 0% |
| 12 | BRK-A Berkshire Hathaway Inc | Financial Services | 1 | $748.85K | 0.161% | 0 | 0.0% | Unchanged | 0% |
| 13 | ABNB Airbnb, Inc. | Technology | 4,000 | $572.40K | 0.123% | +4,000 | – | New | 0% |
Tip. Select a row to see that position’s full history at United American Securities Inc. (d.
As of its Q2 2026 13F filing, United American Securities Inc. (d/b/a UAS Asset Management)’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 32.0%, Amazon Com Inc (AMZN) at 17.1%, Alphabet Inc. (GOOGL) at 13.7%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 13.0%, Costco Wholesale Corp (COST) at 7.2% of the reported portfolio.
United American Securities Inc. (d/b/a UAS Asset Management) reported a 13F portfolio worth $464.09M across 13 positions for Q2 2026. That is up 1.3% from the previous quarter.
Its largest purchases by value were Taiwan Semiconductor Manufacturing Co Ltd ($20.91M), Nvidia Corp ($10.19M), Space Exploration Technologies Corp ($9.20M). It opened 3 new positions.
Its largest sales by value were Microsoft Corp ($37.59M), Meta Platforms, Inc. ($27.44M), Alphabet Inc. ($4.47M). It exited 1 positions entirely.
From the Form 13F-HR reports United American Securities Inc. (d/b/a UAS Asset Management) files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.