$327 Million is the total value of United American Securities Inc. (d/b/a UAS Asset Management)'s 12 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CLcl b new | $108,396,482 | +1.9% | 309,439 | -0.8% | 33.14% | +8.8% |
| MSFT | Buy | MICROSOFT CORP COM | $63,596,471 | -2.0% | 201,414 | +5.7% | 19.44% | +4.7% |
| TSLA | Buy | TESLA INC | $46,448,839 | +77.5% | 185,632 | +85.7% | 14.20% | +89.7% |
| AMZN | Sell | AMAZON COM INC | $30,407,231 | -38.0% | 239,201 | -36.4% | 9.30% | -33.8% |
| AAPL | Sell | APPLE INC | $29,227,944 | -13.3% | 170,714 | -1.8% | 8.94% | -7.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $21,052,669 | +4.1% | 37,264 | -0.8% | 6.44% | +11.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $15,558,799 | -22.0% | 30,859 | -25.7% | 4.76% | -16.7% |
| UBER | New | UBER TECHNOLOGIES INC | $4,384,089 | – | 95,327 | +100.0% | 1.34% | – |
| FB | META PLATFORMS INCcl a | $3,752,625 | +4.6% | 12,500 | 0.0% | 1.15% | +11.7% | |
| BX | New | BLACKSTONE INC | $3,150,452 | – | 29,405 | +100.0% | 0.96% | – |
| SCHW | New | SCHWAB CHARLES CORP | $549,000 | – | 10,000 | +100.0% | 0.17% | – |
| BRKA | BERKSHIRE HATHAWAY INCcl a | $531,477 | +2.6% | 1 | 0.0% | 0.16% | +10.1% | |
| MRNA | Exit | MODERNA INC | $0 | – | -1,750 | -100.0% | -0.06% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -7,000 | -100.0% | -0.13% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,212 | -100.0% | -0.15% | – |
| ASML | Exit | ASML HLDG N V | $0 | – | -750 | -100.0% | -0.16% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -7,328 | -100.0% | -0.89% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -35,000 | -100.0% | -0.89% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -54,532 | -100.0% | -4.85% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 41.6% |
| BERKSHIRE HATHAWAY INC DEL CL A | 42 | Q3 2023 | 0.4% |
| AMAZON COM INC | 33 | Q3 2023 | 25.4% |
| COCA COLA COMPANY | 33 | Q4 2022 | 7.9% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 20.6% |
| UNITEDHEALTH GROUP INC COM | 32 | Q3 2023 | 9.0% |
| APPLE INC COM | 28 | Q3 2023 | 20.2% |
| JOHNSON & JOHNSON COM | 26 | Q2 2023 | 9.5% |
| META PLATFORMS INC CL A | 26 | Q3 2023 | 7.7% |
| BK OF AMER CORP | 24 | Q2 2022 | 15.7% |
View United American Securities Inc. (d/b/a UAS Asset Management)'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR/A | 2023-08-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-05-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View United American Securities Inc. (d/b/a UAS Asset Management)'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.