$231 Million is the total value of United American Securities Inc. (d/b/a UAS Asset Management)'s 28 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 125.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL | $56,660,000 | +16.9% | 264,630 | +1.9% | 24.53% | +1.5% |
| MSFT | Buy | MICROSOFT CORP COM | $18,828,000 | +58.0% | 164,624 | +36.2% | 8.15% | +37.2% |
| AAPL | Buy | APPLE INC COM | $18,132,000 | +150.3% | 80,323 | +105.3% | 7.85% | +117.5% |
| GOOGL | Buy | ALPHABET INC CL A | $14,043,000 | +7.9% | 11,634 | +0.9% | 6.08% | -6.3% |
| MA | Buy | MASTERCARD INC CL A COM | $12,477,000 | +15.1% | 56,050 | +1.6% | 5.40% | +0.0% |
| SFIX | New | STITCH FIX INC CL A COM | $8,835,000 | – | 201,850 | +100.0% | 3.82% | – |
| UTX | Buy | UNITED TECHNOLOGIES CORP COM | $6,120,000 | +2348.0% | 43,775 | +2088.8% | 2.65% | +2019.2% |
| STZ | New | CONSTELLATION BRANDS INC CL A | $4,834,000 | – | 22,419 | +100.0% | 2.09% | – |
| HLT | Buy | HILTON WORLDWIDE HLDGS INC COM | $4,139,000 | +6.0% | 51,240 | +3.9% | 1.79% | -7.9% |
| DIS | Buy | DISNEY WALT CO DISNEY COM | $3,732,000 | +11.8% | 31,915 | +0.2% | 1.62% | -2.8% |
| BA | New | BOEING CO COM | $1,859,000 | – | 5,000 | +100.0% | 0.80% | – |
| ILMN | New | ILLUMINA INC COM | $842,000 | – | 2,293 | +100.0% | 0.36% | – |
| FB | New | FACEBOOK INC CL A | $469,000 | – | 2,850 | +100.0% | 0.20% | – |
| BABA | New | ALIBABA GROUP HLDG LTDspon ads | $412,000 | – | 2,500 | +100.0% | 0.18% | – |
| KO | New | COCA COLA COMPANY | $361,000 | – | 7,825 | +100.0% | 0.16% | – |
| MMM | New | 3M CO COM | $337,000 | – | 1,600 | +100.0% | 0.15% | – |
| FDX | New | FEDEX CORP COM | $307,000 | – | 1,275 | +100.0% | 0.13% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC COM | $247,000 | – | 1,000 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
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 | 2024-05-10 |
| 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 |
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.