DOSSIER · 13F-HR · Q2 2026

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

$464M in tracked AUM across 22 positions as of Q2 2026.

UA
CIK 0001349353 · last filed Jun 30, 2026
Total AUM
$464M
as of Q2 2026
Holdings
22
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

United American Securities Inc. (UAS Asset Management) has executed a drastic restructuring of its portfolio during the quarter ending September 30, 2025. The firm reduced its total assets under management (AUM) reported in this filing by 67.2%, plummeting from $463.48 million to $152.19 million. This capital reduction was not merely a result of market performance but was driven by a significant culling of positions, with the firm exiting 10 holdings and initiating only 1...

Key Holdings

The portfolio is dominated by a tight group of mega-cap companies, with the top three positions—Alphabet (GOOGL), Costco (COST), and Meta Platforms (META)—accounting for approximately 71% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$149M297K32.0%
02
AMZN
AMAZON COM INC
$79M332K17.1%
03
GOOGL
ALPHABET INC
$64M178K13.7%
04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$60M126K13.0%
05
COST
COSTCO WHOLESALE CORPORATION
$33M36K7.2%
06
NVDA
NVIDIA CORPORATION
$21M104K4.5%
07
AAPL
APPLE INC
$17M59K3.6%
08
MSFT
MICROSOFT CORP
$14M36K2.9%
09
META
META PLATFORMS INC
$12M22K2.6%
10
SPCX
SPACE EXPLORATION TECHN CORP
$9M54K2.0%

Filing history

2026Q2Jun 30
$464M 1.3%
22 positionsView →
2026Q1Mar 31
$458M 3.3%
19 positionsView →
2025Q4Dec 31
$474M 211.6%
16 positionsView →
2025Q3Sep 30
$152M 67.2%
6 positionsView →
2025Q2Jun 30
$463M 363.7%
15 positionsLocked
2025Q1Mar 31
$100M 75.9%
5 positionsLocked
2024Q4Dec 31
$415M 0.7%
15 positionsLocked
2024Q3Sep 30
$412M 1.4%
11 positionsLocked
2024Q2Jun 30
$418M 11.6%
17 positionsLocked
2024Q1Mar 31
$374M 4.9%
15 positionsLocked
2023Q4Dec 31
$394M 20.3%
20 positionsLocked
2023Q3Sep 30
$327M 6.4%
12 positionsLocked
Showing 12 of 72