Q1 2026 · 13F-HR
United American Securities Inc. (d/b/a UAS Asset Management)holdings as filed
Filed 2026-05-14 · accession 0000919574-26-003005
The Brief · United American Securities Inc. (d/b/a UAS Asset Management) · Q1 2026
AI · grounded in 13F
United American Securities Inc. (d/b/a UAS Asset Management) closed its position in Eli Lilly & Co LLY, reducing its holdings by $2.9M. The fund significantly increased its exposure to Meta Platforms Inc META and Taiwan Semiconductor Manuf TSM, raising share counts by 149.65% and 102.31% respectively. Additionally, the manager trimmed its holdings in Johnson & Johnson JNJ by 81.89% and Nvidia Corporation NVDA by 62.60%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $146.5M | 32.0% | 305,787 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $69.6M | 15.2% | 334,201 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $54.8M | 12.0% | 190,573 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $50.8M | 11.1% | 137,237 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $40.2M | 8.78% | 70,315 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $37.2M | 8.12% | 37,339 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.9M | 6.08% | 82,433 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $18.2M | 3.96% | 71,545 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.3M | 2.03% | 53,300 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.1M | 0.68% | 12,798 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.16% | 1 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.