United American Securities Inc. (d/b/a UAS Asset Management)
NEW YORK, NY
$464m in 13 US stocks at the end of 30 June 2026. The top 10 are 98.6% of the money. It changed about 16.2% of the portfolio this quarter.
Value
$464m
Stocks
13
Top 10 share
98.6%
Turnover
16.2%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX2.0% of the fund
- Eli LillyLLY1.1% of the fund
- AirbnbABNB0.1% of the fund
Added
Bought more of a stock they already held.
- Taiwan Semiconductor ManufacturingTSM13.0% of the fund+53%
- NvidiaNVDA4.5% of the fund+96%
Cut
Sold some of their stake.
- Berkshire HathawayBRK-B32.0% of the fund-3%
- AlphabetGOOGL13.7% of the fund-7%
- Costco WholesaleCOST7.2% of the fund-5%
- AppleAAPL3.6% of the fund-18%
- MicrosoftMSFT2.9% of the fund-73%
- Meta PlatformsMETA2.6% of the fund-69%
Sold out
Sold their entire stake.
- Johnson & JohnsonJNJ-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 2.0%
- Value
- $9m
- Shares
- 53,865
New
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.2%
- Value
- $748,850
- Shares
- 1
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 32.0% | $149m | 296,964 | -3% |
| Amazon.comAMZN | 17.1% | $79m | 332,113 | Held |
| AlphabetGOOGL | 13.7% | $64m | 178,077 | -7% |
| Taiwan Semiconductor ManufacturingTSM | 13.0% | $60m | 126,214 | +53% |
| Costco WholesaleCOST | 7.2% | $33m | 35,587 | -5% |
| NvidiaNVDA | 4.5% | $21m | 104,240 | +96% |
| AppleAAPL | 3.6% | $17m | 58,513 | -18% |
| MicrosoftMSFT | 2.9% | $14m | 36,466 | -73% |
| Meta PlatformsMETA | 2.6% | $12m | 21,609 | -69% |
| Space Exploration TechnologiesSPCX | 2.0% | $9m | 53,865 | New |
| Eli LillyLLY | 1.1% | $5m | 4,200 | New |
| Berkshire Hathaway INC DELBRK-A | 0.2% | $748,850 | 1 | Held |
| AirbnbABNB | 0.1% | $572,400 | 4,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 0.1% since 30 June 2025.
Where the money is
Financial services32.0%
Technology26.0%
Retail & consumer17.2%
Media & telecom16.3%
Everyday goods7.2%
Health care1.1%
Other0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.