Q2 2026 13F · SEC CIK 1349353
United American Securities Inc. (d/b/a UAS Asset Management)
Broker-dealerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $464.1M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +13.8%
- Average holding period
- 7.0 yrs
United American Securities Inc. (d/b/a UAS Asset Management) is a broker-dealer that reported 13 positions worth $464.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 32.0%), Amazon Com Inc Com (AMZN, 17.1%), Alphabet Inc (GOOGL, 13.7%). A portfolio copying its top holdings returned 13.8% a year over the last 3 years, against 20.4% for the S&P 500.
United American Securities Inc. (d/b/a UAS Asset Management) holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BRK-BBerkshire Hathaway Inc Del | 32.0% | -2.9% | $148.6M |
| AMZNAmazon Com Inc Com | 17.1% | -0.6% | $79.2M |
| GOOGLAlphabet Inc | 13.7% | -6.6% | $63.6M |
| TSMTaiwan Semiconductor Manufac | 13.0% | +53.1% | $60.3M |
| COSTCostco Whsl Corp New | 7.2% | -4.7% | $33.3M |
| NVDANvidia Corporation Com | 4.5% | +95.6% | $20.9M |
| AAPLApple Inc | 3.6% | -18.2% | $16.9M |
| MSFTMicrosoft Corp | 2.9% | -73.4% | $13.6M |
| METAMeta Platforms Inc Class A | 2.6% | -69.3% | $12.2M |
| SPCXSpace Ex Tech Spacex Class A | 2.0% | — | $9.2M |
| LLYLilly Eli & Co | 1.1% | — | $5.0M |
| BRK-ABerkshire Hathaway Inc Del | 0.2% | +0.0% | $749K |
| ABNBAirbnb Inc | 0.1% | — | $572K |
What United American Securities Inc. (d/b/a UAS Asset Management) bought and sold in Q2 2026, against Q1 2026.
New positions
- SPCX Space Ex Tech Spacex Class A2.0% of 13F
- LLY Lilly Eli & Co1.1% of 13F
- ABNB Airbnb Inc0.1% of 13F
Added to
- NVDA Nvidia Corporation Com+95.6% shares
- TSM Taiwan Semiconductor Manufac+53.1% shares
Reduced
- MSFT Microsoft Corp-73.4% shares
- META Meta Platforms Inc Class A-69.3% shares
- AAPL Apple Inc-18.2% shares
- GOOGL Alphabet Inc-6.6% shares
Sold out
- JNJ Johnson & Johnsonwas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +4.9% /yr
- S&P 500 +20.1%
- 3 years
- +13.8% /yr
- S&P 500 +20.4%
- 5 years
- +5.6% /yr
- S&P 500 +10.9%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $464.1M | 13 |
| Q1 2026 | $458.3M | 11 |
| Q4 2025 | $474.2M | 16 |
| Q3 2025 | $472.6M | 14 |
| Q2 2025 | $463.5M | 15 |
| Q1 2025 | $415.7M | 11 |
| Q4 2024 | $414.7M | 15 |
| Q3 2024 | $411.8M | 11 |
| Q2 2024 | $417.5M | 17 |
| Q1 2024 | $374.1M | 15 |
| Q4 2023 | $393.5M | 20 |
| Q3 2023 | $327.1M | 12 |
Questions about United American Securities Inc. (d/b/a UAS Asset Management)'s portfolio
What stocks does United American Securities Inc. (d/b/a UAS Asset Management) own?
United American Securities Inc. (d/b/a UAS Asset Management)'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 13 positions worth $464.1M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 32.0%, Amazon Com Inc Com (AMZN) at 17.1%, Alphabet Inc (GOOGL) at 13.7%, Taiwan Semiconductor Manufac (TSM) at 13.0% and Costco Whsl Corp New (COST) at 7.2%.
What did United American Securities Inc. (d/b/a UAS Asset Management) buy last quarter?
In Q2 2026, United American Securities Inc. (d/b/a UAS Asset Management) added a new position in Space Ex Tech Spacex Class A (SPCX), a new position in Lilly Eli & Co (LLY), a new position in Airbnb Inc (ABNB), Nvidia Corporation Com (NVDA) (+95.6% shares) and Taiwan Semiconductor Manufac (TSM) (+53.1% shares), compared with its Q1 2026 filing.
What did United American Securities Inc. (d/b/a UAS Asset Management) sell last quarter?
In Q2 2026, United American Securities Inc. (d/b/a UAS Asset Management) sold all of Johnson & Johnson (JNJ), Microsoft Corp (MSFT) (-73.4% shares), Meta Platforms Inc Class A (META) (-69.3% shares) and Apple Inc (AAPL) (-18.2% shares), compared with its Q1 2026 filing.
How has United American Securities Inc. (d/b/a UAS Asset Management)'s portfolio performed?
A portfolio copying United American Securities Inc. (d/b/a UAS Asset Management)'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.9% against +20.1%. Over 5 years: +5.6% a year against +10.9%.
When is United American Securities Inc. (d/b/a UAS Asset Management)'s next 13F filing due?
13F filings are due 45 days after each quarter ends. United American Securities Inc. (d/b/a UAS Asset Management)'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.