United American Securities Inc. (d/b/a UAS Asset Management)
CIK 1349353
13F filing for Q2 2026・No. 4,088
- Holdings
- US$464.09M
- Quarter change
- +US$5.75M
- Entries
- 22
- Net bought (estimate)
- −US$37.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 1
- Cut 7
- Added 2
- Corporate actions 0
- Unchanged 1
Largest holdings
13 stocks worth US$464.09M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 296,964 | US$148.6M | 32.02% |
| AMZNAmazonCOM | Cut | 332,113 | US$79.16M | 17.06% |
| GOOGLAlphabetCAP STK CL A | Cut | 178,077 | US$63.64M | 13.71% |
| TSMTSMC ADRSPONSORED ADS | Added | 126,214 | US$60.28M | 12.99% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 35,587 | US$33.29M | 7.17% |
| NVDANvidiaCOM | Added | 104,240 | US$20.86M | 4.49% |
| AAPLAppleCOM | Cut | 58,513 | US$16.93M | 3.65% |
| MSFTMicrosoftCOM | Cut | 36,466 | US$13.6M | 2.93% |
| METAMetaCL A | Cut | 21,609 | US$12.17M | 2.62% |
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 53,865 | US$9.2M | 1.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.