Portfolio (Quarterly)
Guide ↗
United American Securities Inc. (d/b/a UAS Asset Management)
· CIK 0001349353| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 305,787.0 | $146.5M | 31.97% | -4K | -1.3% | $479.20 | — |
| 2 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 37,339.0 | $37.2M | 8.12% | -286.0 | -0.8% | $996.43 | +3.2% |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 53,300.0 | $9.3M | 2.03% | -89K | -62.6% | $174.40 | +23.5% |
| 4 | JNJ | JOHNSON & JOHNSON | Healthcare | 12,798.0 | $3.1M | 0.68% | -58K | -81.9% | $244.44 | -4.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.1%
Communication Services
30.5%
Consumer Cyclical
22.4%
Consumer Defensive
12.0%
Healthcare
1.0%