Q2 2025 · 13F-HR
United American Securities Inc. (d/b/a UAS Asset Management)holdings as filed
Filed 2025-08-13 · accession 0001349353-25-000008
$463.5M
Reported value
15
Positions
2025-06-30
Period end
The Brief · United American Securities Inc. (d/b/a UAS Asset Management) · Q2 2025
AI · grounded in 13F
United American Securities Inc. (d/b/a UAS Asset Management) established a new position in BRK/B valued at $155.3M. The fund also initiated new stakes in AMZN for $93.2M and MSFT for $61.7M. Additional new positions include COST, META, and UBER. Total assets under management stand at $463.5M across 15 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $155.3M | 33.5% | 319,643 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $93.2M | 20.1% | 424,723 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $61.7M | 13.3% | 123,970 | Common | SHARED |
| 22160K105 | COST | COSTCO WHOLESALE CORP NEW | $40.5M | 8.74% | 40,933 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $33.0M | 7.11% | 44,652 | Common | SHARED |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $32.6M | 7.04% | 349,606 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $12.9M | 2.78% | 73,210 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $12.6M | 2.71% | 61,329 | Common | SHARED |
| H1467J104 | CB | CHUBB LIMITED | $6.7M | 1.44% | 22,996 | Common | SHARED |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $5.5M | 1.19% | 98,123 | Common | SHARED |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.4M | 0.72% | 21,985 | Common | SHARED |
| 009066101 | ABNB | AIRBNB INC | $2.7M | 0.57% | 20,118 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORP | $2.4M | 0.51% | 15,000 | Common | SHARED |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $728,800 | 0.16% | 1 | Common | SHARED |
| 032095101 | APH | AMPHENOL CORP NEW | $493,750 | 0.11% | 5,000 | Common | SHARED |
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.