$293 Million is the total value of United American Securities Inc. (d/b/a UAS Asset Management)'s 20 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 80.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CLcl b new | $96,522,428 | +4.0% | 312,603 | +4.0% | 32.90% | -0.1% |
| MSFT | Buy | MICROSOFT CORP | $53,578,537 | +38.8% | 185,843 | +15.5% | 18.26% | +33.5% |
| CVX | New | CHEVRON CORP | $22,467,295 | – | 137,701 | +100.0% | 7.66% | – |
| AAPL | Sell | APPLE INC | $22,177,731 | -23.3% | 134,492 | -39.6% | 7.56% | -26.3% |
| COST | Sell | COSTCO WHOLESALE CORP | $21,350,007 | +3.6% | 42,969 | -4.8% | 7.28% | -0.4% |
| HD | Sell | HOME DEPOT INC | $20,084,687 | -13.9% | 68,056 | -7.9% | 6.84% | -17.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $17,086,019 | -32.3% | 36,154 | -24.1% | 5.82% | -35.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $8,392,690 | +236.0% | 160,227 | +434.1% | 2.86% | +222.8% |
| TSLA | Buy | TESLA INC | $7,851,739 | +217.1% | 37,847 | +88.3% | 2.68% | +204.8% |
| MU | New | MICRON TECHNOLOGY INC | $6,133,561 | – | 101,650 | +100.0% | 2.09% | – |
| AMZN | Sell | AMAZON COM INC | $4,060,020 | -77.5% | 39,307 | -81.7% | 1.38% | -78.4% |
| BX | New | BLACKSTONE INC | $3,365,502 | – | 38,314 | +100.0% | 1.15% | – |
| OXY | New | OCCIDENTAL PETE CORP | $3,121,500 | – | 50,000 | +100.0% | 1.06% | – |
| ABNB | New | AIRBNB INC | $2,674,600 | – | 21,500 | +100.0% | 0.91% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDspon ads | $1,788,150 | +35.3% | 17,500 | +16.7% | 0.61% | +30.1% |
| SHW | Sell | SHERWIN-WILLIAMS CO | $1,205,891 | -19.3% | 5,365 | -14.8% | 0.41% | -22.5% |
| AXP | New | AMERICAN EXPRESS CO | $522,892 | – | 3,170 | +100.0% | 0.18% | – |
| STX | New | SEAGATE TECHNOLOGY HLDGS PL | $495,900 | – | 7,500 | +100.0% | 0.17% | – |
| BRKA | BERKSHIRE HATHAWAY INCcl a | $465,600 | -0.7% | 1 | 0.0% | 0.16% | -4.2% | |
| FIGS | New | FIGS INCcl a | $63,138 | – | 10,200 | +100.0% | 0.02% | – |
| PFE | Exit | PFIZER INC | $0 | – | -10,301 | -100.0% | -0.19% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC | $0 | – | -25,075 | -100.0% | -0.27% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -3,000 | -100.0% | -0.30% | – |
| Exit | GENERAL ELEC CO | $0 | – | -10,000 | -100.0% | -0.30% | – | |
| KO | Exit | COCA COLA CO | $0 | – | -21,490 | -100.0% | -0.48% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -12,500 | -100.0% | -0.53% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDspon ads | $0 | – | -122,902 | -100.0% | -3.25% | – |
| PG | Exit | PROCTER & GAMBLE CO | $0 | – | -73,951 | -100.0% | -3.97% | – |
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 2023-08-14
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.