United American Securities Inc. (d/b/a UAS Asset Management) holds a concentrated book of 13 stocks worth $464.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 32% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as United American Securities Inc. (d/b/a UAS Asset Management)
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| AVIVA PLC | 14 / 13 | $19.0B |
| ROYAL LONDON ASSET MANAGEMENT LTD | 14 / 13 | $16.8B |
| CREDIT AGRICOLE S A | 14 / 13 | $12.9B |
| BLAIR WILLIAM & CO/IL | 14 / 13 | $8.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 / 13 | $7.0B |
| Connor, Clark & Lunn Investment Management Ltd. | 14 / 13 | $5.7B |
| COMMERCE BANK | 14 / 13 | $5.7B |
| TD Waterhouse Canada Inc. | 14 / 13 | $5.6B |
Ranked by the share of each fund's own book sitting in the names it shares with United American Securities Inc. (d/b/a UAS Asset Management): only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $148.6M | 297.0K | 32.0% | ▼−2.9% Reduced · −9K sh | |
| 2 | Amazon Com Inc COM | $79.2M | 332.1K | 17.1% | ▼−0.6% Reduced · −2K sh | |
| 3 | Alphabet Inc CAP STK CL A | $63.6M | 178.1K | 13.7% | ▼−6.5% Reduced · −12K sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $60.3M | 126.2K | 13.0% | ▲+53% Added · +44K sh | |
| 5 | Costco Wholesale Corporation COM | $33.3M | 35.6K | 7.2% | ▼−4.7% Reduced · −2K sh | |
| 6 | Nvidia Corporation COM | $20.9M | 104.2K | 4.5% | ▲+96% Added · +51K sh | |
| 7 | Apple Inc COM | $16.9M | 58.5K | 3.6% | ▼−18% Reduced · −13K sh | |
| 8 | Microsoft Corp COM | $13.6M | 36.5K | 2.9% | ▼−73% Reduced · −101K sh | |
| 9 | Meta Platforms Inc CL A | $12.2M | 21.6K | 2.6% | ▼−69% Reduced · −49K sh | |
| 10 | Space Exploration Techn Corp CLASS A COM STK | $9.2M | 53.9K | 2.0% | ▲New New position | |
| 11 | Eli Lilly & Co COM | $5.0M | 4.2K | 1.1% | ▲New New position | |
| 12 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.2% | —Held | |
| 13 | Airbnb Inc COM CL A | $572K | 4.0K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1349353/holdings"
Use Arkolith to show United American Securities Inc. (d/b/a UAS Asset Management)'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.