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

Name: United American Securities Inc. (d/b/a UAS Asset Management) Q2 2026 13F Filing | 13F Explorer
Creator: United American Securities Inc. (d/b/a UAS Asset Management)
Published: 2026-08-14

Location: New York, NY

CIK: 0001349353 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $464M (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (3)

SPCX SPACE EXPLORATION TECHN CORP 2.0%

Value $9.203M Shares 53,865 Est. Cost — Unrealized —

LLY ELI LILLY & CO 1.1%

Value $5.038M Shares 4,200 Est. Cost — Unrealized —

ABNB AIRBNB INC 0.1%

Value $572K Shares 4,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPCX	SPACE EXPLORATION TECHN CORP	53,865	$9.203M	2.0%	—	—	CLASS A COM STK	84615Q103
LLY	ELI LILLY & CO	4,200	$5.038M	1.1%	—	—	COM	532457108
ABNB	AIRBNB INC	4,000	$572K	0.1%	—	—	COM CL A	009066101

Increased Positions (2)

TSM TAIWAN SEMICONDUCTOR MANUFAC 13.0%

Value $60.28M (+116.4%) Shares 126,214 (+53.1%) Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 4.5%

Value $20.86M (+124.4%) Shares 104,240 (+95.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	126,214 (+53.1%)	$60.28M (+116.4%)	13.0%	—	—	SPONSORED ADS	874039100
NVDA	NVIDIA CORPORATION	104,240 (+95.6%)	$20.86M (+124.4%)	4.5%	—	—	COM	67066G104

Exited Positions (1)

JNJ JOHNSON & JOHNSON 0.7%

Value $3.128M Shares 12,798 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JNJ	JOHNSON & JOHNSON	12,798	$3.128M	0.7%	—	—	—	478160104

Decreased Positions (6)

MSFT MICROSOFT CORP 2.9%

Value $13.6M (-73.2%) Shares 36,466 (-73.4%) Est. Cost — Unrealized —

META META PLATFORMS INC 2.6%

Value $12.17M (-69.7%) Shares 21,609 (-69.3%) Est. Cost — Unrealized —

GOOGL ALPHABET INC 13.7%

Value $63.64M (+16.1%) Shares 178,077 (-6.6%) Est. Cost — Unrealized —

COST COSTCO WHOLESALE CORPORATION 7.2%

Value $33.29M (-10.5%) Shares 35,587 (-4.7%) Est. Cost — Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 32.0%

Value $149M (+1.4%) Shares 296,964 (-2.9%) Est. Cost — Unrealized —

AAPL APPLE INC 3.6%

Value $16.93M (-6.8%) Shares 58,513 (-18.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	36,466 (-73.4%)	$13.6M (-73.2%)	2.9%	—	—	COM	594918104
META	META PLATFORMS INC	21,609 (-69.3%)	$12.17M (-69.7%)	2.6%	—	—	CL A	30303M102
GOOGL	ALPHABET INC	178,077 (-6.6%)	$63.64M (+16.1%)	13.7%	—	—	CAP STK CL A	02079K305
COST	COSTCO WHOLESALE CORPORATION	35,587 (-4.7%)	$33.29M (-10.5%)	7.2%	—	—	COM	22160K105
BRK/B	BERKSHIRE HATHAWAY INC DEL	296,964 (-2.9%)	$149M (+1.4%)	32.0%	—	—	CL B NEW	084670702
AAPL	APPLE INC	58,513 (-18.2%)	$16.93M (-6.8%)	3.6%	—	—	COM	037833100

Unchanged Positions (2)

AMZN AMAZON COM INC 17.1%

Value $79.16M Shares 332,113 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%

Value $749K Shares 1 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	332,113	$79.16M	17.1%	—	—	COM	023135106
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$749K	0.2%	—	—	CL A	084670108