$282 Million is the total value of United American Securities Inc. (d/b/a UAS Asset Management)'s 20 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 83.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CLcl b new | $92,847,308 | +108765.8% | 300,574 | -5.9% | 32.92% | +22.2% |
| MSFT | Sell | MICROSOFT CORP | $38,594,472 | +70271.4% | 160,931 | -31.7% | 13.68% | -21.0% |
| AAPL | Sell | APPLE INC COM | $28,927,875 | +56529.2% | 222,642 | -39.8% | 10.26% | -36.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $25,256,185 | +165189.2% | 47,637 | +57.4% | 8.95% | +85.5% |
| HD | New | HOME DEPOT INC | $23,338,895 | – | 73,890 | +100.0% | 8.27% | – |
| COST | Buy | COSTCO WHOLESALE CORP | $20,603,215 | +104426.5% | 45,133 | +8.1% | 7.30% | +17.3% |
| AMZN | Sell | AMAZON COM INC | $18,040,428 | +29461.4% | 214,767 | -60.2% | 6.40% | -66.8% |
| PG | New | PROCTER & GAMBLE CO | $11,208,014 | – | 73,951 | +100.0% | 3.97% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDspon ads | $9,154,970 | – | 122,902 | +100.0% | 3.25% | – |
| SCHW | Sell | SCHWAB CHARLES CORP | $2,497,800 | +86780.0% | 30,000 | -25.0% | 0.89% | -2.4% |
| TSLA | Sell | TESLA INC | $2,475,918 | +10068.5% | 20,100 | -78.1% | 0.88% | -88.6% |
| FB | New | META PLATFORMS INCcl a | $1,504,250 | – | 12,500 | +100.0% | 0.53% | – |
| SHW | New | SHERWIN-WILLIAMS CO | $1,495,179 | – | 6,300 | +100.0% | 0.53% | – |
| KO | New | COCA COLA CO | $1,366,979 | – | 21,490 | +100.0% | 0.48% | – |
| BABA | New | ALIBABA GROUP HLDG LTDspon ads | $1,321,350 | – | 15,000 | +100.0% | 0.47% | – |
| New | GENERAL ELEC CO | $837,900 | – | 10,000 | +100.0% | 0.30% | – | |
| MCO | Sell | MOODYS CORP | $835,860 | +68638.5% | 3,000 | -40.0% | 0.30% | -22.9% |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $755,008 | – | 25,075 | +100.0% | 0.27% | – |
| PFE | Buy | PFIZER INC | $527,823 | +240915.1% | 10,301 | +106.0% | 0.19% | +171.0% |
| BRKA | BERKSHIRE HATHAWAY INCcl a | $468,711 | +115346.1% | 1 | 0.0% | 0.17% | +29.7% | |
| SIVB | Exit | SVB FINANCIAL GROUP COM | $0 | – | -750 | -100.0% | -0.08% | – |
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.