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United American Securities Inc. (D/B/A Uas Asset Management) Top Holdings and 13F Report (2024)

About United American Securities Inc. (D/B/A Uas Asset Management)

Investment Activity

  • United American Securities Inc. (D/B/A Uas Asset Management) has $374.15 million in total holdings as of March 31, 2024.
  • United American Securities Inc. (D/B/A Uas Asset Management) owns shares of 15 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 7.16% of the portfolio was purchased this quarter.
  • About 18.43% of the portfolio was sold this quarter.
  • This quarter, United American Securities Inc. (D/B/A Uas Asset Management) has purchased 20 new stocks and bought additional shares in 5 stocks.
  • United American Securities Inc. (D/B/A Uas Asset Management) sold shares of 6 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$135,687,927
Microsoft
$84,024,095
Amazon.com
$64,078,372
Costco Wholesale
$28,012,841
Apple
$16,534,273

Largest New Holdings this Quarter

Meta Platforms
$7,040,910 Holding
CRH PLC
$3,195,502 Holding
PepsiCo
$525,030 Holding

Largest Purchases this Quarter

Amazon.com
59,421 shares (about $10.72M)
Meta Platforms
14,500 shares (about $7.04M)
CRH PLC
37,045 shares (about $3.20M)
Eli Lilly and Company
3,410 shares (about $2.65M)
Uber Technologies
25,790 shares (about $1.99M)

Largest Sales this Quarter

Tesla
207,239 shares (about $36.43M)
Apple
74,262 shares (about $12.73M)
CoStar Group
35,195 shares (about $3.40M)
Microsoft
5,914 shares (about $2.49M)
Costco Wholesale
2,960 shares (about $2.17M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited American Securities Inc. (D/B/A Uas Asset Management)

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$135,687,927$254,415 0.2%322,66736.3%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$84,024,095$2,488,138 -2.9%199,71522.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$64,078,372$10,718,360 20.1%355,24117.1%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$28,012,841$2,168,585 -7.2%38,2367.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$16,534,273$12,734,448 -43.5%96,4214.4%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$15,601,354$407,138 2.7%31,5374.2%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,040,910$7,040,910 New Holding14,5001.9%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,920,276$2,652,844 81.2%7,6101.6%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,467,784$1,985,572 134.0%45,0420.9%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,289,689$111,561 -3.3%24,1800.9%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,233,130$36,430,547 -91.8%18,3920.9%Auto/Tires/Trucks
CRH PLC
$3,195,502$3,195,502 New Holding37,0450.9%ORD
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$2,901,381$3,399,837 -54.0%30,0350.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$634,4400.0%10.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$525,030$525,030 New Holding3,0000.1%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$0$3,837,955 -100.0%00.0%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$0$2,825,960 -100.0%00.0%Finance
FIGS, Inc. stock logo
FIGS
FIGS
$0$2,085,000 -100.0%00.0%Retail/Wholesale
Intel Co. stock logo
INTC
Intel
$0$1,005,000 -100.0%00.0%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$517,250 -100.0%00.0%Medical
Snowflake Inc. stock logo
SNOW
Snowflake
$0$497,500 -100.0%00.0%Computer and Technology
UBS Group AG stock logo
UBS
UBS Group
$0$463,500 -100.0%00.0%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$0$406,890 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: