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

CIK: 0001349353 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $463,483 (100.0% shares, 0.0% debt)

Holdings (15)

BRK/B BERKSHIRE HATHAWAY INC DEL 33.5%

Value ($000) $155,273 Shares 319,643 Est. Cost $204.12 Unrealized +148.8%

AMZN AMAZON COM INC 20.1%

Value ($000) $93,180 Shares 424,723 Est. Cost $143.54 Unrealized +37.9%

MSFT MICROSOFT CORP 13.3%

Value ($000) $61,664 Shares 123,970 Est. Cost $183.08 Unrealized +136.2%

COST COSTCO WHOLESALE CORP NEW 8.7%

Value ($000) $40,521 Shares 40,933 Est. Cost $564.11 Unrealized +75.6%

META META PLATFORMS INC 7.1%

Value ($000) $32,957 Shares 44,652 Est. Cost $482.25 Unrealized +27.9%

UBER UBER TECHNOLOGIES INC 7.0%

Value ($000) $32,618 Shares 349,606 Est. Cost $74.81 Unrealized +10.0%

GOOGL ALPHABET INC 2.8%

Value ($000) $12,902 Shares 73,210 Est. Cost $163.29 Unrealized 0.0%

AAPL APPLE INC 2.7%

Value ($000) $12,583 Shares 61,329 Est. Cost $132.62 Unrealized +51.9%

CB CHUBB LIMITED 1.4%

Value ($000) $6,662 Shares 22,996 Est. Cost $271.47 Unrealized +5.7%

CMG CHIPOTLE MEXICAN GRILL INC 1.2%

Value ($000) $5,510 Shares 98,123 Est. Cost $50.88 Unrealized 0.0%

JNJ JOHNSON & JOHNSON 0.7%

Value ($000) $3,358 Shares 21,985 Est. Cost $150.84 Unrealized 0.0%

ABNB AIRBNB INC 0.6%

Value ($000) $2,662 Shares 20,118 Est. Cost $126.67 Unrealized 0.0%

NVDA NVIDIA CORP 0.5%

Value ($000) $2,370 Shares 15,000 Est. Cost $126.71 Unrealized -0.7%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $729 Shares 1 Est. Cost $165023.42 Unrealized +361.6%

APH AMPHENOL CORP NEW 0.1%

Value ($000) $494 Shares 5,000 Est. Cost $81.39 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	319,643	$155,273	33.5%	$204.12	+148.8%	CL B NEW	084670702
AMZN	AMAZON COM INC	424,723	$93,180	20.1%	$143.54	+37.9%	COM	023135106
MSFT	MICROSOFT CORP	123,970	$61,664	13.3%	$183.08	+136.2%	COM	594918104
COST	COSTCO WHOLESALE CORP NEW	40,933	$40,521	8.7%	$564.11	+75.6%	COM	22160K105
META	META PLATFORMS INC	44,652	$32,957	7.1%	$482.25	+27.9%	CL A	30303M102
UBER	UBER TECHNOLOGIES INC	349,606	$32,618	7.0%	$74.81	+10.0%	COM	90353T100
GOOGL	ALPHABET INC	73,210	$12,902	2.8%	$163.29	0.0%	CAP STK CL A	02079K305
AAPL	APPLE INC	61,329	$12,583	2.7%	$132.62	+51.9%	COM	037833100
CB	CHUBB LIMITED	22,996	$6,662	1.4%	$271.47	+5.7%	COM	H1467J104
CMG	CHIPOTLE MEXICAN GRILL INC	98,123	$5,510	1.2%	$50.88	0.0%	COM	169656105
JNJ	JOHNSON & JOHNSON	21,985	$3,358	0.7%	$150.84	0.0%	COM	478160104
ABNB	AIRBNB INC	20,118	$2,662	0.6%	$126.67	0.0%	COM CL A	009066101
NVDA	NVIDIA CORP	15,000	$2,370	0.5%	$126.71	-0.7%	COM	67066G104
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$729	0.2%	$165023.42	+361.6%	CL A	084670108
APH	AMPHENOL CORP NEW	5,000	$494	0.1%	$81.39	0.0%	CL A	032095101