Q4 2025 · 13F-HR
United American Securities Inc. (d/b/a UAS Asset Management)holdings as filed
Filed 2026-02-17 · accession 0001349353-26-000003
$474.2M
Reported value
16
Positions
2025-12-31
Period end
The Brief · United American Securities Inc. (d/b/a UAS Asset Management) · Q4 2025
AI · grounded in 13F
United American Securities Inc. (d/b/a UAS Asset Management) closed its position in UBER, reducing exposure by $24.17M. The fund established a new position in LLY valued at $2.9M and exited its holding in BABA for $3.57M. Additionally, the manager increased share counts in JNJ by 222.56% and NVDA by 62.46%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $155.8M | 32.9% | 309,900 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $71.5M | 15.1% | 309,715 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $58.9M | 12.4% | 121,764 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $58.6M | 12.4% | 187,132 | Common | SHARED |
| 22160K105 | COST | COSTCO WHOLESALE CORP NEW | $32.4M | 6.84% | 37,625 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORP | $26.6M | 5.61% | 142,517 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $18.6M | 3.92% | 28,165 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $16.4M | 3.46% | 60,382 | Common | SHARED |
| 478160104 | JNJ | JOHNSON & JOHNSON | $14.6M | 3.08% | 70,650 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $12.4M | 2.61% | 40,746 | Common | SHARED |
| 532457108 | LLY | LILLY ELI & CO | $2.9M | 0.61% | 2,700 | Common | SHARED |
| 303075105 | FDS | FACTSET RESH SYS INC | $2.2M | 0.46% | 7,500 | Common | SHARED |
| 722304102 | PDD | PDD HOLDINGS INC | $1.7M | 0.36% | 15,000 | Common | SHARED |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $754,800 | 0.16% | 1 | Common | SHARED |
| 88160R101 | TSLA | TESLA INC | $449,720 | 0.09% | 1,000 | Common | SHARED |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $431,453 | 0.09% | 1,339 | 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.