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united american securities inc. (d/b/a uas asset management)13F | |
| united american securities inc. (d/b/a uas asset m | |
| Last update 2025-05-15 | 11 Stocks (1 new) |
| Value $416.00 Mil | Turnover 8 % |
united american securities inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 315,188 | 167,862.8 | -0.75% | 40.380 | -0.26% | 0.010 | -7.48% | +5.28% | 1,030,190.6 | Insurance | |
AMZN | Amazon.com Inc | 407,455 | 77,522.4 | +12.40% | 18.650 | +2.06% | 0.000 | +22.20% | +0.94% | 2,350,991.2 | Retail - Cyclical | |
MSFT | Microsoft Corp | 118,324 | 44,417.7 | -1.49% | 10.680 | -0.18% | 0.000 | +31.38% | +19.10% | 3,717,015.2 | Software | |
COST | Costco Wholesale Corp | 43,461 | 41,104.6 | +15.22% | 9.890 | +1.31% | 0.010 | +1.46% | +6.90% | 433,332.5 | Retail - Defensive | |
META | Meta Platforms Inc | 41,469 | 23,901.1 | +0.81% | 5.750 | +0.05% | 0.000 | +33.18% | +24.37% | 1,827,853.1 | Interactive Media | |
UBER | Uber Technologies Inc | 244,220 | 17,793.9 | +197.24% | 4.280 | +2.84% | 0.010 | +35.97% | +59.91% | 201,704.7 | Software | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 83,802 | 13,911.1 | +2.71% | 3.350 | +0.09% | 0.000 | +52.57% | +17.21% | 1,191,706.7 | Semiconductors | |
CB | Chubb Ltd | 46,031 | 13,900.9 | +14.37% | 3.340 | +0.42% | 0.010 | -0.64% | +1.85% | 112,047.2 | Insurance | |
AAPL | Apple Inc | 50,614 | 11,242.9 | -45.10% | 2.700 | -2.51% | 0.000 | +11.92% | -14.80% | 3,178,866.5 | Hardware | |
NVDA | NVIDIA Corp | 30,100 | 3,262.2 | New Holding | 0.780 | +0.78% | 0.000 | +51.30% | +21.21% | 3,968,831.0 | Semiconductors |
united american securities inc. (d/b/a uas asset management)'s Historical Top Holdings Breakdowns
united american securities inc. (d/b/a uas asset management)'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -3.83% | 154.33 ($181.36) 206.38 | $176.21 | -2.84% | Sold Out | 0 | -83,924 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +2.84% | 63.17 ($72.04) 81.49 | $96.46 | 33.89% | Add 197.24% | 244,220 | 162,057 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -2.51% | 209.68 ($231.67) 247.1 | $212.84 | -8.13% | Reduce -45.1% | 50,614 | -41,587 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +2.06% | 190.26 ($217) 242.06 | $221.45 | 2.05% | Add 12.4% | 407,455 | 44,947 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +1.31% | 890.62 ($974.97) 1076.86 | $977.13 | 0.22% | Add 15.22% | 43,461 | 5,740 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.98% | 222.15 ($333.26) 428.22 | $304.14 | -8.74% | Sold Out | 0 | -10,021 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +0.78% | 106.98 ($126.74) 149.43 | $162.74 | 28.40% | New holding | 30,100 | 30,100 | |
RKLB | Rocket Lab USA Inc | 2025-03-31 | Sold Out Sold Out | -0.75% | 17.12 ($23.96) 31.57 | $38.99 | 62.73% | Sold Out | 0 | -122,640 | |
ASML | ASML Holding NV | 2025-03-31 | Sold Out Sold Out | -0.67% | 662.63 ($727.48) 776.99 | $805.67 | 10.75% | Sold Out | 0 | -4,000 | |
CB | Chubb Ltd | 2025-03-31 | Add Add | +0.42% | 257.71 ($277.87) 301.99 | $279.54 | 0.60% | Add 14.37% | 46,031 | 5,785 |
united american securities inc. (d/b/a uas asset management) Total Holding History ($B)
united american securities inc. (d/b/a uas asset management)'s Asset Allocation
united american securities inc. (d/b/a uas asset management) Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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united american securities inc. (d/b/a uas asset management)'s Hypothetical Growth since 2025-03-31
united american securities inc. (d/b/a uas asset management)'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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united american securities inc. (d/b/a uas asset management)'s Holdings Heat Map
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united american securities inc. (d/b/a uas asset management)'s Holdings Bubble Chart
united american securities inc. (d/b/a uas asset management) News
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