United American Securities Inc. (d/b/a UAS Asset Management)
•CIK: 1349353•Filing: Q4 2025
**United American Securities Inc. (d/b/a UAS Asset Management)** manages $474M across a concentrated portfolio of 16 positions. The fund exhibits a significant overweight to mega-cap technology and industrials, with its top holding, BRK/B, representing $155.8M. Further concentration is evident in core tech names, including AMZN ($71.5M), MSFT ($58.9M), and GOOGL ($58.6M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$474.2M
QoQ Performance
N/A
Positions
15
Top 10 Concentration
98.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
AMZN
MSFT
GOOGL
COST
NVDA
BRK/B32.9%
AMZN15.1%
MSFT12.4%
GOOGL12.4%
COST6.8%
NVDA5.6%
META3.9%
AAPL3.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology37.8%
Financial33.1%
Consumer22.0%
Healthcare3.7%
Other3.4%