Filed: 8/14/2023ACC: 0001349353-23-000010
π What this filing means
UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT) filed this quarterly 13FβHR report disclosing 16 equity positions with a total reported market value of $349.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$349.39M
Total AUM (reported)
1.35M
Total Shares
Allocation by class
COM$238.33M68.2%
CL B NEW$106.41M30.5%
CL A$4.11M1.2%
N Y REGISTRY SHS$543.6K0.2%
Portfolio Concentration
Top 3$220.35M63.1%
4β10$123.70M35.4%
11β25$5.35M1.5%
Top 3 weight
63.1%
Top 10 weight
98.5%
Voting Authority Distribution
Total shares with voting rights: 1.35M
Sole
Full voting authority
295.50K
shares
% of voting shares21.8%
Shared
Joint voting authority
1.06M
shares
% of voting shares78.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeShared Β· 78.2% of voting shares
Institutional Holdings16
Rows:
BERKSHIRE HATHAWAY INC DEL CL
SOLEShares312.07K
TypeSH
Market value$106.41M
30.46%
Sole
35K
Shared
277.07K
None
0.00
MICROSOFT CORP
SOLEShares190.54K
TypeSH
Market value$64.89M
18.57%
Sole
40K
Shared
150.54K
None
0.00
AMAZON COM INC
SOLEShares376.26K
TypeSH
Market value$49.05M
14.04%
Sole
125K
Shared
251.26K
None
0.00
APPLE INC
SOLEShares173.80K
TypeSH
Market value$33.71M
9.65%
Sole
0.00
Shared
173.80K
None
0.00
TESLA INC
SOLEShares99.95K
TypeSH
Market value$26.16M
7.49%
Sole
35K
Shared
64.95K
None
0.00
COSTCO WHOLESALE CORP
SOLEShares37.57K
TypeSH
Market value$20.23M
5.79%
Sole
0.00
Shared
37.57K
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares41.51K
TypeSH
Market value$19.95M
5.71%
Sole
5K
Shared
36.51K
None
0.00
HOME DEPOT INC
SOLEShares54.53K
TypeSH
Market value$16.94M
4.85%
Sole
0.00
Shared
54.53K
None
0.00
META PLATFORMS INC
SOLEShares12.50K
TypeSH
Market value$3.59M
1.03%
Sole
12.50K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares35K
TypeSH
Market value$3.12M
0.89%
Sole
35K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares7.33K
TypeSH
Market value$3.10M
0.89%
Sole
5.50K
Shared
1.83K
None
0.00
ASML HLDG N V
SOLEShares750.00
TypeSH
Market value$543.6K
0.16%
Sole
750.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares3.21K
TypeSH
Market value$531.6K
0.15%
Sole
0.00
Shared
3.21K
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares1.00
TypeSH
Market value$517.8K
0.15%
Sole
0.00
Shared
1.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares7K
TypeSH
Market value$441.8K
0.13%
Sole
0.00
Shared
7K
None
0.00
MODERNA INC
SOLEShares1.75K
TypeSH
Market value$212.6K
0.06%
Sole
1.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CLSOLE | CL B NEW | 312.07K | SH | $106.41M 30.46% | 35K | 277.07K | 0.00 |
MICROSOFT CORPSOLE | COM | 190.54K | SH | $64.89M 18.57% | 40K | 150.54K | 0.00 |
AMAZON COM INCSOLE | COM | 376.26K | SH | $49.05M 14.04% | 125K | 251.26K | 0.00 |
APPLE INCSOLE | COM | 173.80K | SH | $33.71M 9.65% | 0.00 | 173.80K | 0.00 |
TESLA INCSOLE | COM | 99.95K | SH | $26.16M 7.49% | 35K | 64.95K | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 37.57K | SH | $20.23M 5.79% | 0.00 | 37.57K | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 41.51K | SH | $19.95M 5.71% | 5K | 36.51K | 0.00 |
HOME DEPOT INCSOLE | COM | 54.53K | SH | $16.94M 4.85% | 0.00 | 54.53K | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.50K | SH | $3.59M 1.03% | 12.50K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 35K | SH | $3.12M 0.89% | 35K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 7.33K | SH | $3.10M 0.89% | 5.50K | 1.83K | 0.00 |
ASML HLDG N VSOLE | N Y REGISTRY SHS | 750.00 | SH | $543.6K 0.16% | 750.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 3.21K | SH | $531.6K 0.15% | 0.00 | 3.21K | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CL A | 1.00 | SH | $517.8K 0.15% | 0.00 | 1.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 7K | SH | $441.8K 0.13% | 0.00 | 7K | 0.00 |
MODERNA INCSOLE | COM | 1.75K | SH | $212.6K 0.06% | 1.75K | 0.00 | 0.00 |