$347 Thousand is the total value of United American Securities Inc. (d/b/a UAS Asset Management)'s 20 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 128.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $81,976 | -99.9% | 300,255 | -10.7% | 23.64% | -10.2% |
| AMZN | Buy | AMAZON COM INC | $66,681 | -99.9% | 627,820 | +1686.5% | 19.23% | -24.3% |
| MSFT | Sell | MICROSOFT CORP | $63,730 | -99.9% | 248,141 | -13.7% | 18.38% | -6.5% |
| AAPL | Sell | APPLE INC | $44,677 | -100.0% | 326,776 | -36.2% | 12.89% | -35.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $33,454 | -95.3% | 15,351 | +5896.5% | 9.65% | +6007.0% |
| UNH | New | UNITEDHEALTH GROUP INC | $24,478 | – | 47,658 | +100.0% | 7.06% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $9,713 | -99.9% | 20,266 | -33.0% | 2.80% | -27.5% |
| TSLA | Sell | TESLA INC | $7,798 | -100.0% | 11,579 | -21.7% | 2.25% | -36.3% |
| SCHW | New | SCHWAB CHARLES CORP | $3,159 | – | 50,000 | +100.0% | 0.91% | – |
| BAC | New | BK OF AMER CORP | $2,335 | – | 75,000 | +100.0% | 0.67% | – |
| C | New | CITIGROUP INC | $2,299 | – | 50,000 | +100.0% | 0.66% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,577 | – | 5,000 | +100.0% | 0.46% | – |
| MCO | New | MOODYS CORP | $1,088 | – | 4,000 | +100.0% | 0.31% | – |
| KO | New | COCA COLA CO | $865 | – | 13,750 | +100.0% | 0.25% | – |
| AXP | New | AMERICAN EXPRESS CO | $797 | – | 5,745 | +100.0% | 0.23% | – |
| DE | New | DEERE & CO | $599 | – | 2,000 | +100.0% | 0.17% | – |
| SNOW | New | SNOWFLAKE INCcl a | $417 | – | 3,000 | +100.0% | 0.12% | – |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409 | -99.9% | 1 | 0.0% | 0.12% | +0.9% | |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $385 | – | 5,000 | +100.0% | 0.11% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $282 | – | 2,000 | +100.0% | 0.08% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,500 | -100.0% | -0.07% | – |
| U | Exit | UNITY SOFTWARE INC | $0 | – | -4,000 | -100.0% | -0.09% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -3,000 | -100.0% | -0.09% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -25,125 | -100.0% | -0.26% | – |
| NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -60,000 | -100.0% | -0.29% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -5,000 | -100.0% | -0.30% | – |
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/A filed 2023-08-15
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.