United American Securities Inc. (D Portfolio Holdings by Sector
United American Securities Inc. (D
- $418 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$127,497
30.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$86,828
20.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$68,049
16.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$33,538
8.03% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$32,304
7.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$20,049
4.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$17,859
4.28% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$10,933
2.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$10,239
2.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER 1 stocks |
$2,907
0.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$2,226
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$2,045
0.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$1,879
0.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,154
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|