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 | $235.50 | 3.90% | 9.66% | 35.70% | $69.6M | 15.19% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $54.8M | 11.96% | — | HELD |
| 4 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $50.8M | 11.08% | — | HELD |
| 5 | META | META PLATFORMS INC | $539.03 | -7.95% | -21.66% | 55.72% | $40.2M | 8.78% | — | HELD |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | 0.49% | 120.47% | $37.2M | 8.12% | — | HELD |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.31 | 7.64% | 73.36% | 267.64% | $27.9M | 6.08% | — | HELD |
| 8 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $18.2M | 3.96% | — | HELD |
| 9 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $9.3M | 2.03% | — | HELD |
| 10 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $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.