2026 Q2 Portfolio Activity
In 2026 Q2, United American Securities Inc. (d/b/a UAS Asset Management) maintained a portfolio of 14 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 1.98% of the total fund value. They heavily accumulated shares in TAIWAN SEMICONDUCTOR MANUFAC, increasing the position by 53.1%. The fund also reduced its exposure to MICROSOFT CORP by 73.4%.
Position History
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United American Securities Inc. (d/b/a UAS Asset Management)
Denver, CO
RIA / Broker-Dealer
AUM $464M
Total Positions
14
Quarter
2026 Q2
Top Holding
BRK/B (32.0%)
Top 10 Concentration
98.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
United American Securities Inc. (d/b/a UAS Asset Management) Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 32.02% | 31.97% |
#1
Prev: #1
|
6.5 |
—
|
-8,823 | -2.9% |
P
S
|
296,964 | $148,597,816 |
$171.68
+196.2%
|
2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 17.06% | 15.19% |
#2
Prev: #2
|
6.0 |
—
|
-2,088 | -0.6% |
P
S
|
332,113 | $79,155,812 |
$126.77
+103.9%
|
2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 13.71% | 11.96% |
#3
Prev: #3
|
5.5 |
—
|
-12,496 | -6.6% |
P
S
|
178,077 | $63,639,378 |
$205.93
+64.6%
|
2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TSM
TAIWAN SEMICOND...
|
Technology | 12.99% | 6.08% |
#4
3
Prev: #7
|
7.5 |
—
|
43,781 | 53.1% |
P
S
|
126,214 | $60,276,020 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 7.17% | 8.12% |
#5
1
Prev: #6
|
3.9 |
—
|
-1,752 | -4.7% |
P
S
|
35,587 | $33,290,571 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.49% | 2.03% |
#6
3
Prev: #9
|
4.8 |
—
|
50,940 | 95.6% |
P
S
|
104,240 | $20,857,382 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 3.65% | 3.96% |
#7
1
Prev: #8
|
2.0 |
—
|
-13,032 | -18.2% |
P
S
|
58,513 | $16,931,321 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.93% | 11.08% |
#8
4
Prev: #4
|
1.2 |
—
|
-100,771 | -73.4% |
P
S
|
36,466 | $13,602,548 | 2011 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.62% | 8.78% |
#9
4
Prev: #5
|
1.0 |
—
|
-48,706 | -69.3% |
P
S
|
21,609 | $12,172,134 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 1.98% | — |
#10
Prev: #—
|
4.3 |
—
|
53,865 | — |
NEW
|
53,865 | $9,203,374 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.09% | — |
#11
Prev: #—
|
3.9 |
—
|
4,200 | — |
NEW
|
4,200 | $5,037,606 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.16% | 0.16% |
#12
1
Prev: #11
|
1.1 |
—
|
no change | no change |
P
S
|
1 | $748,850 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.12% | — |
#13
Prev: #—
|
3.5 |
—
|
4,000 | — |
NEW
|
4,000 | $572,400 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.00% | 0.68% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-12,798 | -100.0% |
CLOSED
|
— | $— | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-14 of 14 holdings