UAS Asset Management
Latest statistics and disclosures from United American Securities's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MSFT, AMZN, COST, AAPL, and represent 87.76% of United American Securities's stock portfolio.
- Added to shares of these 8 stocks: AMZN (+$11M), META (+$7.0M), CRH, LLY, UBER, PEP, UNH, BRK.B.
- Started 3 new stock positions in CRH, META, PEP.
- Reduced shares in these 10 stocks: TSLA (-$36M), AAPL (-$13M), NVDA, CSGP, SCHW, MSFT, COST, FIGS, INTC, NVO.
- Sold out of its positions in FIGS, INTC, NVO, NVDA, SCHW, SNOW, VRTX, UBS.
- United American Securities was a net seller of stock by $-42M.
- United American Securities has $374M in assets under management (AUM), dropping by -4.93%.
- Central Index Key (CIK): 0001349353
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Portfolio Holdings for United American Securities
United American Securities holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl Cl B New (BRK.B) | 36.3 | $136M | 323k | 420.52 |
|
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| Microsoft Corporation (MSFT) | 22.5 | $84M | -2% | 200k | 420.72 |
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| Amazon (AMZN) | 17.1 | $64M | +20% | 355k | 180.38 |
|
| Costco Wholesale Corporation (COST) | 7.5 | $28M | -7% | 38k | 732.63 |
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| Apple (AAPL) | 4.4 | $17M | -43% | 96k | 171.48 |
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| UnitedHealth (UNH) | 4.2 | $16M | +2% | 32k | 494.70 |
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| Meta Platforms Cl A (META) | 1.9 | $7.0M | NEW | 15k | 485.58 |
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| Eli Lilly & Co. (LLY) | 1.6 | $5.9M | +81% | 7.6k | 777.96 |
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| Uber Technologies (UBER) | 0.9 | $3.5M | +133% | 45k | 76.99 |
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| Taiwan Semiconductor Mfg Spon Ads (TSM) | 0.9 | $3.3M | -3% | 24k | 136.05 |
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| Tesla Motors (TSLA) | 0.9 | $3.2M | -91% | 18k | 175.79 |
|
| CRH Ord (CRH) | 0.9 | $3.2M | NEW | 37k | 86.26 |
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| CoStar (CSGP) | 0.8 | $2.9M | -53% | 30k | 96.60 |
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| Berkshire Hathaway Cl A (BRK.A) | 0.2 | $634k | 1.00 | 634440.00 |
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| Pepsi (PEP) | 0.1 | $525k | NEW | 3.0k | 175.01 |
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Past Filings by United American Securities
SEC 13F filings are viewable for United American Securities going back to 2010
- United American Securities 2024 Q1 filed May 10, 2024
- United American Securities 2023 Q4 filed Feb. 14, 2024
- United American Securities 2023 Q3 filed Nov. 14, 2023
- United American Securities 2022 Q4 restated filed Aug. 15, 2023
- United American Securities 2022 Q3 restated filed Aug. 15, 2023
- United American Securities 2022 Q2 restated filed Aug. 15, 2023
- United American Securities 2023 Q2 filed Aug. 14, 2023
- United American Securities 2023 Q1 restated filed Aug. 14, 2023
- United American Securities 2023 Q1 filed May 15, 2023
- United American Securities 2023 Q1 restated filed May 15, 2023
- united american securities 2022 Q4 filed Feb. 14, 2023
- united american securities 2022 Q3 filed Nov. 14, 2022
- united american securities 2022 Q2 filed Aug. 15, 2022
- united american securities 2022 Q1 filed May 16, 2022
- united american securities 2021 Q4 filed Feb. 14, 2022
- united american securities 2021 Q3 filed Nov. 12, 2021