Filed: 2/14/2023ACC: 0001349353-23-000002
π What this filing means
UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT) filed this quarterly 13FβHR report disclosing 20 equity positions with a total reported market value of $280.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$280.61M
Total AUM (reported)
1.41M
Total Shares
Allocation by class
COM$175.80M62.6%
CL B NEW$92.36M32.9%
SPON ADS$10.48M3.7%
CL A$1.97M0.7%
Portfolio Concentration
Top 3$159.50M56.8%
4β10$109.57M39.0%
11β25$11.55M4.1%
Top 3 weight
56.8%
Top 10 weight
95.9%
Voting Authority Distribution
Total shares with voting rights: 1.41M
Sole
Full voting authority
350.49K
shares
% of voting shares24.9%
Shared
Joint voting authority
1.06M
shares
% of voting shares75.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeShared Β· 75.1% of voting shares
Institutional Holdings20
Rows:
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares299K
TypeSH
Market value$92.36M
32.91%
Sole
35K
Shared
264K
None
0.00
MICROSOFT CORP
SOLEShares160.11K
TypeSH
Market value$38.40M
13.68%
Sole
47.64K
Shared
112.47K
None
0.00
APPLE INC COM
SOLEShares221.19K
TypeSH
Market value$28.74M
10.24%
Sole
33.50K
Shared
187.69K
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares47.36K
TypeSH
Market value$25.11M
8.95%
Sole
8K
Shared
39.36K
None
0.00
HOME DEPOT INC
SOLEShares73.48K
TypeSH
Market value$23.21M
8.27%
Sole
12.85K
Shared
60.63K
None
0.00
COSTCO WHOLESALE CORP
SOLEShares44.84K
TypeSH
Market value$20.47M
7.29%
Sole
8.33K
Shared
36.51K
None
0.00
AMAZON COM INC
SOLEShares214.22K
TypeSH
Market value$17.99M
6.41%
Sole
82K
Shared
132.22K
None
0.00
PROCTER & GAMBLE CO
SOLEShares73.45K
TypeSH
Market value$11.13M
3.97%
Sole
0.00
Shared
73.45K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares122.90K
TypeSH
Market value$9.15M
3.26%
Sole
10K
Shared
112.90K
None
0.00
SCHWAB CHARLES CORP
SOLEShares30K
TypeSH
Market value$2.50M
0.89%
Sole
30K
Shared
0.00
None
0.00
TESLA INC
SOLEShares20.10K
TypeSH
Market value$2.48M
0.88%
Sole
15.16K
Shared
4.94K
None
0.00
META PLATFORMS INC
SOLEShares12.50K
TypeSH
Market value$1.50M
0.54%
Sole
12.50K
Shared
0.00
None
0.00
SHERWIN-WILLIAMS CO
SOLEShares6.30K
TypeSH
Market value$1.50M
0.53%
Sole
0.00
Shared
6.30K
None
0.00
COCA COLA CO
SOLEShares20.89K
TypeSH
Market value$1.33M
0.47%
Sole
0.00
Shared
20.89K
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares15K
TypeSH
Market value$1.32M
0.47%
Sole
15K
Shared
0.00
None
0.00
GENERAL ELEC CO
SOLEShares10K
TypeSH
Market value$837.9K
0.30%
Sole
10K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares3K
TypeSH
Market value$835.9K
0.30%
Sole
3K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares25.07K
TypeSH
Market value$755.0K
0.27%
Sole
17.50K
Shared
7.58K
None
0.00
PFIZER INC
SOLEShares10.30K
TypeSH
Market value$527.8K
0.19%
Sole
10K
Shared
301.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares1.00
TypeSH
Market value$468.7K
0.17%
Sole
0.00
Shared
1.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CLSOLE | CL B NEW | 299K | SH | $92.36M 32.91% | 35K | 264K | 0.00 |
MICROSOFT CORPSOLE | COM | 160.11K | SH | $38.40M 13.68% | 47.64K | 112.47K | 0.00 |
APPLE INC COMSOLE | COM | 221.19K | SH | $28.74M 10.24% | 33.50K | 187.69K | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 47.36K | SH | $25.11M 8.95% | 8K | 39.36K | 0.00 |
HOME DEPOT INCSOLE | COM | 73.48K | SH | $23.21M 8.27% | 12.85K | 60.63K | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 44.84K | SH | $20.47M 7.29% | 8.33K | 36.51K | 0.00 |
AMAZON COM INCSOLE | COM | 214.22K | SH | $17.99M 6.41% | 82K | 132.22K | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 73.45K | SH | $11.13M 3.97% | 0.00 | 73.45K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPON ADS | 122.90K | SH | $9.15M 3.26% | 10K | 112.90K | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 30K | SH | $2.50M 0.89% | 30K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 20.10K | SH | $2.48M 0.88% | 15.16K | 4.94K | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.50K | SH | $1.50M 0.54% | 12.50K | 0.00 | 0.00 |
SHERWIN-WILLIAMS COSOLE | COM | 6.30K | SH | $1.50M 0.53% | 0.00 | 6.30K | 0.00 |
COCA COLA COSOLE | COM | 20.89K | SH | $1.33M 0.47% | 0.00 | 20.89K | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPON ADS | 15K | SH | $1.32M 0.47% | 15K | 0.00 | 0.00 |
GENERAL ELEC COSOLE | COM | 10K | SH | $837.9K 0.30% | 10K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 3K | SH | $835.9K 0.30% | 3K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COM | 25.07K | SH | $755.0K 0.27% | 17.50K | 7.58K | 0.00 |
PFIZER INCSOLE | COM | 10.30K | SH | $527.8K 0.19% | 10K | 301.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CL A | 1.00 | SH | $468.7K 0.17% | 0.00 | 1.00 | 0.00 |