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

Location: New York, NY

CIK: 0001349353 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value: $463M (100.0% shares, 0.0% debt)

Holdings (15)

BRK/B BERKSHIRE HATHAWAY INC DEL 33.5%
Value $155M Shares 319,643 Share Price $485.77 * Est. Cost/Share $204.12 Unrealized @ Report Date +148.8%
AMZN AMAZON COM INC 20.1%
Value $93.18M Shares 424,723 Share Price $219.39 * Est. Cost/Share $143.54 Unrealized @ Report Date +37.9%
MSFT MICROSOFT CORP 13.3%
Value $61.66M Shares 123,970 Share Price $497.41 * Est. Cost/Share $183.08 Unrealized @ Report Date +136.2%
COST COSTCO WHOLESALE CORP NEW 8.7%
Value $40.52M Shares 40,933 Share Price $989.94 Est. Cost/Share $564.11 Unrealized @ Report Date +75.6%
META META PLATFORMS INC 7.1%
Value $32.96M Shares 44,652 Share Price $738.09 * Est. Cost/Share $482.25 Unrealized @ Report Date +27.9%
UBER UBER TECHNOLOGIES INC 7.0%
Value $32.62M Shares 349,606 Share Price $93.30 * Est. Cost/Share $74.81 Unrealized @ Report Date +10.0%
GOOGL ALPHABET INC 2.8%
Value $12.9M Shares 73,210 Share Price $176.23 * Est. Cost/Share $163.29 Unrealized @ Report Date 0.0%
AAPL APPLE INC 2.7%
Value $12.58M Shares 61,329 Share Price $205.17 Est. Cost/Share $132.62 Unrealized @ Report Date +51.9%
CB CHUBB LIMITED 1.4%
Value $6.662M Shares 22,996 Share Price $289.72 Est. Cost/Share $271.47 Unrealized @ Report Date +5.7%
CMG CHIPOTLE MEXICAN GRILL INC 1.2%
Value $5.51M Shares 98,123 Share Price $56.15 * Est. Cost/Share $50.88 Unrealized @ Report Date 0.0%
JNJ JOHNSON & JOHNSON 0.7%
Value $3.358M Shares 21,985 Share Price $152.75 Est. Cost/Share $150.84 Unrealized @ Report Date 0.0%
ABNB AIRBNB INC 0.6%
Value $2.662M Shares 20,118 Share Price $132.34 * Est. Cost/Share $126.67 Unrealized @ Report Date 0.0%
NVDA NVIDIA CORP 0.5%
Value $2.37M Shares 15,000 Share Price $157.99 * Est. Cost/Share $126.71 Unrealized @ Report Date -0.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $729K Shares 1 Share Price $728800.00 * Est. Cost/Share $165023.42 Unrealized @ Report Date +361.6%
APH AMPHENOL CORP NEW 0.1%
Value $494K Shares 5,000 Share Price $98.75 * Est. Cost/Share $81.39 Unrealized @ Report Date 0.0%