The Analysis of United American Securities Inc. (d/b/a UAS Asset Management)'s Holdings & P&L


Currently, United American Securities Inc. (d/b/a UAS Asset Management) holds 11 types of securities in its portfolio with a total value $458.3M. In the most recent quarter, they have increased their positions in META (+42.1K shares, valued at $24.1M), TSM (+41.7K shares, valued at $14.1M), MSFT (+15.5K shares, valued at $5.7M); decreased their positions in NVDA (-89.2K shares, valued at $15.6M), JNJ (-57.9K shares, valued at $14.1M), N/A (-4.1K shares, valued at $2.0M).


1M P&L
+7.4M+2.49%
3M P&L
+33.9M+12.53%
HY P&L
+22.5M+7.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail69.6M
27.1%
2Software - Infrastructure50.8M
19.8%
3Internet Content & Information40.2M
15.7%

Top Industries by Stock Count

1Semiconductors2 stocks
22.2%
2Internet Retail1 stocks
11.1%
3Consumer Electronics1 stocks
11.1%
Stock Holdings
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.33%
Shares305.8K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
7.91%
Shares334.2K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
1.84%
Shares190.6K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
12.71%
Shares137.2K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
149.65%
Shares70.3K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
-0.76%
Shares37.3K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
102.31%
Shares82.4K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
18.49%
Shares71.5K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
-62.60%
Shares53.3K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
-81.89%
Shares12.8K
Event2026-03-31
Filed2026-05-14
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
United American Securities Inc. (d/b/a UAS Asset Management) Institutional Holdings, Portfolio & P&L β€” TradeFomo