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

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13F filer, CIK 1349353, NEW YORK, NY

United American Securities Inc. (d/b/a UAS Asset Management) reported $472,574,203 across 14 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 97.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001349353-25-000009

Period
2025-09-30
Reported value
$473M
Holdings
14
Top 10 weight
97.88%
New
3
Sold out
4

Part of the filer group United American Securities Inc. (d/b/a UAS Asset Management)

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+85,404$20.8M
NVDAadded+72,725$13.6M
TSMnew+30,714$8.58M
BABAnew+20,000$3.57M
PDDnew+12,500$1.65M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNreduced-114,064-$25M
UBERreduced-102,914-$10.1M
CBexited-22,996-$6.66M
CMGexited-98,123-$5.51M
ABNBexited-20,118-$2.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001349353-25-000009, largest first. % of portfolio is the value over $472,574,203, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,115 shares; 2024Q4: 317,569 shares; 2025Q1: 315,188 shares; 2025Q2: 319,643 shares; 2025Q3: 315,410 shares 315,410$159M33.55%-4,233Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,683 shares; 2024Q4: 362,508 shares; 2025Q1: 407,455 shares; 2025Q2: 424,723 shares; 2025Q3: 310,659 shares 310,659$68.2M14.43%-114,064Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,661 shares; 2024Q4: 120,114 shares; 2025Q1: 118,324 shares; 2025Q2: 123,970 shares; 2025Q3: 121,588 shares 121,588$63M13.33%-2,382Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,924 shares; 2025Q1: not reported; 2025Q2: 73,210 shares; 2025Q3: 158,614 shares 158,614$38.6M8.16%+85,404Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,528 shares; 2024Q4: 37,721 shares; 2025Q1: 43,461 shares; 2025Q2: 40,933 shares; 2025Q3: 38,403 shares 38,403$35.5M7.52%-2,530Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,439 shares; 2024Q4: 41,137 shares; 2025Q1: 41,469 shares; 2025Q2: 44,652 shares; 2025Q3: 46,265 shares 46,265$34M7.19%+1,613Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 82,163 shares; 2025Q1: 244,220 shares; 2025Q2: 349,606 shares; 2025Q3: 246,692 shares 246,692$24.2M5.11%-102,914Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,100 shares; 2025Q2: 15,000 shares; 2025Q3: 87,725 shares 87,725$16.4M3.46%+72,725Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,651 shares; 2024Q4: 92,201 shares; 2025Q1: 50,614 shares; 2025Q2: 61,329 shares; 2025Q3: 61,181 shares 61,181$15.6M3.3%-148Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,867 shares; 2024Q4: 81,588 shares; 2025Q1: 83,802 shares; 2025Q2: not reported; 2025Q3: 30,714 shares 30,714$8.58M1.82%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,985 shares; 2025Q3: 21,903 shares 21,903$4.06M0.86%-82Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000$3.57M0.76%newTimeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,500 shares 12,500$1.65M0.35%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1$754K0.16%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CBCHUBB LIMITED22,996$6.66Mshares
CMGCHIPOTLE MEXICAN GRILL INC98,123$5.51Mshares
ABNBAIRBNB INC20,118$2.66Mshares
APHAMPHENOL CORP5,000$494Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001349353-25-000009 base2025-11-12acceptance time not in the bulk data set