United American Securities Inc. (d/b/a UAS Asset Management)
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $493,027,562 | Individuals and high net worth (63%) |
| Apr 2025 to Mar 2026 | $449,916,954 | Individuals and high net worth (65%) |
| Apr 2024 to Mar 2025 | $413,944,149 | Individuals and high net worth (62%) |
| May 2023 to Mar 2024 | $324,904,617 | Individuals and high net worth (65%) |
| Apr 2023 | $324,904,617 | Individuals and high net worth (65%) |
| Apr 2022 to Mar 2023 | $488,110,721 | Individuals and high net worth (61%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 74.1%; sector active share 42.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 32.2% | $149,346,665 |
| Technology | 24.1% | $111,667,268 |
| Consumer Cyclical | 17.2% | $79,728,212 |
| Communication Services | 16.3% | $75,811,510 |
| Consumer Defensive | 7.2% | $33,290,570 |
| Industrials | 2.0% | $9,203,373 |
| Healthcare | 1.1% | $5,037,606 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −100,771 | 36,466 | $13,602,547 | |
| META | Meta Platforms, Inc. | −48,706 | 21,609 | $12,172,133 | |
| AAPL | Apple Inc. | −13,032 | 58,513 | $16,931,321 | |
| GOOGL | Alphabet Inc. | −12,496 | 178,077 | $63,639,377 | |
| BRK-B | Berkshire Hathaway Inc | −8,823 | 296,964 | $148,597,815 | |
| AMZN | Amazon Com Inc | −2,088 | 332,113 | $79,155,812 | |
| COST | Costco Wholesale Corp | −1,752 | 35,587 | $33,290,570 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 12,798 | $3,128,343 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 296,964 | $148,597,815 | 32.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 332,113 | $79,155,812 | 17.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 178,077 | $63,639,377 | 13.71% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 126,214 | $60,276,019 | 12.99% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 35,587 | $33,290,570 | 7.17% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 104,240 | $20,857,381 | 4.49% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 58,513 | $16,931,321 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 36,466 | $13,602,547 | 2.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 21,609 | $12,172,133 | 2.62% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 53,865 | $9,203,373 | 1.98% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 4,200 | $5,037,606 | 1.09% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 1 | $748,850 | 0.16% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
NEW | 4,000 | $572,400 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.