United American Securities Inc. (d/b/a UAS Asset Management)

Portfolio Overview

United American Securities Inc. (d/b/a UAS Asset Management) disclosed 13 positions worth $464.1M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 32.0% of the equity portfolio, followed by $AMZN and $GOOG. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $SPCX and a full exit from $JNJ. The portfolio is most concentrated in Technology (42.5% of disclosed assets). All figures are sourced directly from United American Securities Inc. (d/b/a UAS Asset Management)’s Form 13F-HR filing with the SEC under CIK 1349353.

• 

  BERKSHIRE HATHAWAY INC

  $BRK.B

  73.6#124

  Quality

  $148.6M296,964 sh
• 

  AMAZON COM INC

  $AMZN

  68.4#301

  Quality

  $79.2M332,113 sh
• 

  Alphabet Inc.

  $GOOG

  78.1#58

  Quality

  $63.6M178,077 sh
• 

  TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

  $TSM

  —

  Quality

  $60.3M126,214 sh
• 

  COSTCO WHOLESALE CORP /NEW

  $COST

  65.9

  Quality

  $33.3M35,587 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $20.9M104,240 sh
• 

  Apple Inc.

  $AAPL

  76.3

  Quality

  $16.9M58,513 sh
• 

  MICROSOFT CORP

  $MSFT

  79.7

  Quality

  $13.6M36,466 sh
• 

  Meta Platforms, Inc.

  $META

  79.6

  Quality

  $12.2M21,609 sh
• 

  SPACE EXPLORATION TECHNOLOGIES CORP

  $SPCX

  —

  Quality

  $9.2M53,865 sh

Company	Quality	Value	Shares
BERKSHIRE HATHAWAY INC$BRK.B	73.6#124	$148.6M	296,964
AMAZON COM INC$AMZN	68.4#301	$79.2M	332,113
Alphabet Inc.$GOOG	78.1#58	$63.6M	178,077
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM	—	$60.3M	126,214
COSTCO WHOLESALE CORP /NEW$COST	65.9	$33.3M	35,587
NVIDIA CORP$NVDA	85.9	$20.9M	104,240
Apple Inc.$AAPL	76.3	$16.9M	58,513
MICROSOFT CORP$MSFT	79.7	$13.6M	36,466
Meta Platforms, Inc.$META	79.6	$12.2M	21,609
SPACE EXPLORATION TECHNOLOGIES CORP$SPCX	—	$9.2M	53,865

Showing top 10 of 13 holdings.

Full Holdings — United American Securities Inc. (d/b/a UAS Asset Management) (Q2 2026)

All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$BRK.B	BERKSHIRE HATHAWAY INC	$148.6M	32.0%	-3%	73.6
2	$AMZN	AMAZON COM INC	$79.2M	17.1%	-1%	68.4
3	$GOOG	Alphabet Inc.	$63.6M	13.7%	-7%	78.1
4	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$60.3M	13.0%	+53%	—
5	$COST	COSTCO WHOLESALE CORP /NEW	$33.3M	7.2%	-5%	65.9
6	$NVDA	NVIDIA CORP	$20.9M	4.5%	+96%	85.9
7	$AAPL	Apple Inc.	$16.9M	3.6%	-18%	76.3
8	$MSFT	MICROSOFT CORP	$13.6M	2.9%	-73%	79.7
9	$META	Meta Platforms, Inc.	$12.2M	2.6%	-69%	79.6
10	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	$9.2M	2.0%	NEW	—
11	$LLY	ELI LILLY & Co	$5.0M	1.1%	NEW	87.5
12	$BRK.A	BERKSHIRE HATHAWAY INC	$748,850	0.2%	+0%	73.6
13	$ABNB	Airbnb, Inc.	$572,400	0.1%	NEW	70.9