Institutional
United American Securities Inc. (d/b/a UAS Asset Management)
CIK 0001349353
$458.3M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $146.5M | 31.97% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $69.6M | 15.19% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $54.8M | 11.96% | — | HELD |
| 4 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $50.8M | 11.08% | — | HELD |
| 5 | META | META PLATFORMS INC | $585.61 | -1.31% | -20.62% | 57.79% | $40.2M | 8.78% | — | HELD |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $974.03 | 0.77% | 2.82% | 125.57% | $37.2M | 8.12% | — | HELD |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | 61.05% | 241.53% | $27.9M | 6.08% | — | HELD |
| 8 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $18.2M | 3.96% | — | HELD |
| 9 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $9.3M | 2.03% | — | HELD |
| 10 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $3.1M | 0.68% | — | HELD |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $718K | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.