$317 Thousand is the total value of United American Securities Inc. (d/b/a UAS Asset Management)'s 12 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INCcl b new | $85,286 | +4.0% | 319,401 | +6.4% | 26.94% | +14.0% |
| AMZN | Sell | AMAZON COM INC | $61,027 | -8.5% | 540,057 | -14.0% | 19.28% | +0.2% |
| MSFT | Sell | MICROSOFT CORP | $54,844 | -13.9% | 235,482 | -5.1% | 17.33% | -5.7% |
| AAPL | Buy | APPLE INC | $51,083 | +14.3% | 369,629 | +13.1% | 16.14% | +25.2% |
| TSLA | Buy | TESLA INC | $24,349 | +212.2% | 91,796 | +692.8% | 7.69% | +242.0% |
| COST | Buy | COSTCO WHOLESALE CORP | $19,711 | +102.9% | 41,737 | +105.9% | 6.23% | +122.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $15,280 | -37.6% | 30,256 | -36.5% | 4.83% | -31.6% |
| SCHW | Sell | SCHWAB CHARLES CORP | $2,875 | -9.0% | 40,000 | -20.0% | 0.91% | -0.3% |
| MCO | Buy | MOODYS CORP | $1,216 | +11.8% | 5,000 | +25.0% | 0.38% | +22.3% |
| BRKA | BERKSHIRE HATHAWAY INCcl a | $406 | -0.7% | 1 | 0.0% | 0.13% | +8.5% | |
| SIVB | New | SVB FINANCIAL GROUP COM | $252 | – | 750 | +100.0% | 0.08% | – |
| PFE | New | PFIZER INC | $219 | – | 5,000 | +100.0% | 0.07% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,000 | -100.0% | -0.08% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -5,000 | -100.0% | -0.11% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -3,000 | -100.0% | -0.12% | – |
| DE | Exit | DEERE & CO | $0 | – | -2,000 | -100.0% | -0.17% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -5,745 | -100.0% | -0.23% | – |
| KO | Exit | COCA COLA CO | $0 | – | -13,750 | -100.0% | -0.25% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -5,000 | -100.0% | -0.46% | – |
| C | Exit | CITIGROUP INC | $0 | – | -50,000 | -100.0% | -0.66% | – |
| BAC | Exit | BK OF AMER CORP | $0 | – | -75,000 | -100.0% | -0.67% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -15,351 | -100.0% | -9.65% | – |
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.