Portfolio (Quarterly)
Guide ↗
United American Securities Inc. (d/b/a UAS Asset Management)
· CIK 0001349353| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LLY | LILLY ELI & CO | Healthcare | 2,700 | $2.9M | 0.61% | SOLD |
| 2 | FDS | FACTSET RESH SYS INC | Financial Services | 7,500 | $2.2M | 0.46% | SOLD |
| 3 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 15,000 | $1.7M | 0.36% | SOLD |
| 4 | TSLA | TESLA INC | Consumer Cyclical | 1,000 | $450K | 0.10% | SOLD |
| 5 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,339 | $431K | 0.09% | SOLD |
Sector Allocation
Technology
34.1%
Communication Services
30.5%
Consumer Cyclical
22.4%
Consumer Defensive
12.0%
Healthcare
1.0%