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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 $464,085,212 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 98.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005290

Period
2026-06-30
Reported value
$464M
Holdings
13
Top 10 weight
98.63%
New
3
Sold out
1

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
TSMadded+43,781$20.9M
NVDAadded+50,940$10.2M
SPCXnew+53,865$9.2M
LLYnew+4,200$5.04M
ABNBnew+4,000$572K

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
MSFTreduced-100,771-$37.6M
METAreduced-48,706-$27.4M
GOOGLreduced-12,496-$4.47M
BRK-Breduced-8,823-$4.41M
AAPLreduced-13,032-$3.77M

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, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005290, largest first. % of portfolio is the value over $464,085,212, 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; 2024Q3: 311,115 shares; 2024Q4: 317,569 shares; 2025Q1: 315,188 shares; 2025Q2: 319,643 shares; 2025Q3: 315,410 shares; 2025Q4: 309,900 shares; 2026Q1: 305,787 shares; 2026Q2: 296,964 shares 296,964$149M32.02%-8,823Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,683 shares; 2024Q4: 362,508 shares; 2025Q1: 407,455 shares; 2025Q2: 424,723 shares; 2025Q3: 310,659 shares; 2025Q4: 309,715 shares; 2026Q1: 334,201 shares; 2026Q2: 332,113 shares 332,113$79.2M17.06%-2,088Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,924 shares; 2025Q1: not reported; 2025Q2: 73,210 shares; 2025Q3: 158,614 shares; 2025Q4: 187,132 shares; 2026Q1: 190,573 shares; 2026Q2: 178,077 shares 178,077$63.6M13.71%-12,496Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,867 shares; 2024Q4: 81,588 shares; 2025Q1: 83,802 shares; 2025Q2: not reported; 2025Q3: 30,714 shares; 2025Q4: 40,746 shares; 2026Q1: 82,433 shares; 2026Q2: 126,214 shares 126,214$60.3M12.99%+43,781Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,528 shares; 2024Q4: 37,721 shares; 2025Q1: 43,461 shares; 2025Q2: 40,933 shares; 2025Q3: 38,403 shares; 2025Q4: 37,625 shares; 2026Q1: 37,339 shares; 2026Q2: 35,587 shares 35,587$33.3M7.17%-1,752Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,100 shares; 2025Q2: 15,000 shares; 2025Q3: 87,725 shares; 2025Q4: 142,517 shares; 2026Q1: 53,300 shares; 2026Q2: 104,240 shares 104,240$20.9M4.49%+50,940Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,651 shares; 2024Q4: 92,201 shares; 2025Q1: 50,614 shares; 2025Q2: 61,329 shares; 2025Q3: 61,181 shares; 2025Q4: 60,382 shares; 2026Q1: 71,545 shares; 2026Q2: 58,513 shares 58,513$16.9M3.65%-13,032Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,661 shares; 2024Q4: 120,114 shares; 2025Q1: 118,324 shares; 2025Q2: 123,970 shares; 2025Q3: 121,588 shares; 2025Q4: 121,764 shares; 2026Q1: 137,237 shares; 2026Q2: 36,466 shares 36,466$13.6M2.93%-100,771Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,439 shares; 2024Q4: 41,137 shares; 2025Q1: 41,469 shares; 2025Q2: 44,652 shares; 2025Q3: 46,265 shares; 2025Q4: 28,165 shares; 2026Q1: 70,315 shares; 2026Q2: 21,609 shares 21,609$12.2M2.62%-48,706Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,865 shares 53,865$9.2M1.98%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200$5.04M1.09%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$749K0.16%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000$572K0.12%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
JNJJOHNSON & JOHNSON12,798$3.13Mshares

How Q2 2026 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 0000919574-26-005290 base2026-08-14acceptance time not in the bulk data set