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

Location: NEW YORK, NY

CIK: 0001349353 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $458,332 (100.0% shares, 0.0% debt)

Holdings (11)

Increased Positions (6)

META META PLATFORMS INC 8.8%

Value ($000) $40,229 (+116.4%) Shares 70,315 (+149.7%) Est. Cost $589.79 Unrealized +11.2%

TSM TAIWAN SEMICONDUCTOR MANUFAC 6.1%

Value ($000) $27,858 (+125.0%) Shares 82,433 (+102.3%) Est. Cost $311.95 Unrealized —

MSFT MICROSOFT CORP 11.1%

Value ($000) $50,801 (-13.7%) Shares 137,237 (+12.7%) Est. Cost $211.44 Unrealized +105.6%

GOOGL ALPHABET INC 12.0%

Value ($000) $54,801 (-6.4%) Shares 190,573 (+1.8%) Est. Cost $205.06 Unrealized +57.7%

AMZN AMAZON COM INC 15.2%

Value ($000) $69,604 (-2.6%) Shares 334,201 (+7.9%) Est. Cost $149.64 Unrealized +51.6%

AAPL APPLE INC 4.0%

Value ($000) $18,157 (+10.6%) Shares 71,545 (+18.5%) Est. Cost $152.94 Unrealized +71.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	70,315 (+149.7%)	$40,229 (+116.4%)	8.8%	$589.79	+11.2%	CL A	30303M102
TSM	TAIWAN SEMICONDUCTOR MANUFAC	82,433 (+102.3%)	$27,858 (+125.0%)	6.1%	$311.95	—	SPONSORED ADS	874039100
MSFT	MICROSOFT CORP	137,237 (+12.7%)	$50,801 (-13.7%)	11.1%	$211.44	+105.6%	COM	594918104
GOOGL	ALPHABET INC	190,573 (+1.8%)	$54,801 (-6.4%)	12.0%	$205.06	+57.7%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	334,201 (+7.9%)	$69,604 (-2.6%)	15.2%	$149.64	+51.6%	COM	023135106
AAPL	APPLE INC	71,545 (+18.5%)	$18,157 (+10.6%)	4.0%	$152.94	+71.9%	COM	037833100

Exited Positions (5)

LLY LILLY ELI & CO 0.6%

Value ($000) $2,902 Shares 2,700 Est. Cost $955.55 Unrealized +9.6%

FDS FACTSET RESH SYS INC 0.5%

Value ($000) $2,176 Shares 7,500 Est. Cost $280.03 Unrealized -11.8%

PDD PDD HOLDINGS INC 0.4%

Value ($000) $1,701 Shares 15,000 Est. Cost $129.04 Unrealized —

TSLA TESLA INC 0.1%

Value ($000) $450 Shares 1,000 Est. Cost $443.29 Unrealized -3.9%

JPM JPMORGAN CHASE & CO 0.1%

Value ($000) $431 Shares 1,339 Est. Cost $309.53 Unrealized +0.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	2,700	$2,902	0.6%	$955.55	+9.6%	—	532457108
FDS	FACTSET RESH SYS INC	7,500	$2,176	0.5%	$280.03	-11.8%	—	303075105
PDD	PDD HOLDINGS INC	15,000	$1,701	0.4%	$129.04	—	—	722304102
TSLA	TESLA INC	1,000	$450	0.1%	$443.29	-3.9%	—	88160R101
JPM	JPMORGAN CHASE & CO	1,339	$431	0.1%	$309.53	+0.6%	—	46625H100

Decreased Positions (3)

NVDA NVIDIA CORPORATION 2.0%

Value ($000) $9,296 (-65.0%) Shares 53,300 (-62.6%) Est. Cost $173.84 Unrealized +7.4%

JNJ JOHNSON & JOHNSON 0.7%

Value ($000) $3,128 (-78.6%) Shares 12,798 (-81.9%) Est. Cost $182.70 Unrealized +24.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 32.0%

Value ($000) $146,533 (-5.9%) Shares 305,787 (-1.3%) Est. Cost $204.12 Unrealized +141.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	53,300 (-62.6%)	$9,296 (-65.0%)	2.0%	$173.84	+7.4%	COM	67066G104
JNJ	JOHNSON & JOHNSON	12,798 (-81.9%)	$3,128 (-78.6%)	0.7%	$182.70	+24.7%	COM	478160104
BRK/B	BERKSHIRE HATHAWAY INC DEL	305,787 (-1.3%)	$146,533 (-5.9%)	32.0%	$204.12	+141.8%	CL B NEW	084670702

Unchanged Positions (2)

COST COSTCO WHOLESALE CORPORATION 8.1%

Value ($000) $37,206 Shares 37,339 Est. Cost $564.11 Unrealized +70.8%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $718 Shares 1 Est. Cost $165023.42 Unrealized +348.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
COST	COSTCO WHOLESALE CORPORATION	37,339	$37,206	8.1%	$564.11	+70.8%	COM	22160K105
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$718	0.2%	$165023.42	+348.7%	CL A	084670108