Portfolio (Quarterly)
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United American Securities Inc. (d/b/a UAS Asset Management)
· CIK 0001349353| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 309,900.0 | $155.8M | 32.85% | NEW | — | $502.65 | — |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 309,715.0 | $71.5M | 15.08% | NEW | — | $230.82 | +14.5% |
| 3 | MSFT | MICROSOFT CORP | Technology | 121,764.0 | $58.9M | 12.42% | NEW | — | $483.62 | -14.1% |
| 4 | GOOGL | ALPHABET INC | Communication Services | 187,132.0 | $58.6M | 12.35% | NEW | — | $313.00 | +24.0% |
| 5 | COST | COSTCO WHOLESALE CORP NEW | Consumer Defensive | 37,625.0 | $32.4M | 6.84% | NEW | — | $862.34 | +15.9% |
| 6 | NVDA | NVIDIA CORP | Technology | 142,517.0 | $26.6M | 5.61% | NEW | — | $186.50 | +15.6% |
| 7 | META | META PLATFORMS INC | Communication Services | 28,165.0 | $18.6M | 3.92% | NEW | — | $660.09 | -8.1% |
| 8 | AAPL | APPLE INC | Technology | 60,382.0 | $16.4M | 3.46% | NEW | — | $271.86 | +14.6% |
| 9 | JNJ | JOHNSON & JOHNSON | Healthcare | 70,650.0 | $14.6M | 3.08% | NEW | — | $206.95 | +11.1% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 40,746.0 | $12.4M | 2.61% | NEW | — | $303.89 | +36.1% |
| 11 | LLY | LILLY ELI & CO | Healthcare | 2,700.0 | $2.9M | 0.61% | NEW | — | $1074.68 | +0.1% |
| 12 | FDS | FACTSET RESH SYS INC | Financial Services | 7,500.0 | $2.2M | 0.46% | NEW | — | $290.19 | -19.4% |
| 13 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 15,000.0 | $1.7M | 0.36% | NEW | — | $113.39 | -14.5% |
| 14 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $755K | 0.16% | NEW | — | $754800.00 | — |
| 15 | TSLA | TESLA INC | Consumer Cyclical | 1,000.0 | $450K | 0.10% | NEW | — | $449.72 | -4.3% |
| 16 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,339.0 | $431K | 0.09% | NEW | — | $322.22 | -4.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.0%
Communication Services
24.3%
Consumer Cyclical
23.2%
Consumer Defensive
10.2%
Healthcare
5.5%
Financial Services
0.8%