United American Securities Inc. (D Portfolio Holdings by Sector
United American Securities Inc. (D
- $463 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$156,000
33.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$93,179
20.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$61,663
13.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$45,858
9.89% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$40,521
8.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER 1 stocks |
$32,618
7.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,582
2.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$6,662
1.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$5,509
1.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$3,358
0.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$2,662
0.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$2,369
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$493
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|