united american securities inc.

RIA/Wealth

united american securities inc. is a RIA/Wealth based in New York, NY led by Bahman Mossavarrahmani, managing $472.6M across 14 long positions as of Q3 2025 with 34% Financial Services concentration, 98% concentrated in top 10 holdings, and 34% allocation to BRK.B.

PresidentBahman Mossavarrahmani

Portfolio Value: $472.6M
Positions: 14
Top Holding: BRK.B at 33.55%
Last Reported: Q3 2025

Address655 Third Avenue, Suite 2906, New York, NY, 10017, United States

Top Holdings

Largest long holdings in united american securities inc.'s portfolio (97.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$158.6M	33.55%	-$2.1M Sold	0.01% 315.4K shares	Q4 2019 Held for 6 years
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$68.2M	14.43%	-$25.0M Sold	0.00% 310.7K shares	Q2 2015 Held for 10y 6m
3 Microsoft MSFT	Software - Infrastructure Technology	$63.0M	13.33%	-$1.2M Sold	0.00% 121.6K shares	Q1 2017 Held for 8y 9m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$38.6M	8.16%	+$20.8M Bought	0.00% 158.6K shares	Q2 2024 Held for 1y 6m
5 Costco Wholesale COST	Discount Stores Consumer Defensive	$35.5M	7.52%	-$2.3M Sold	0.01% 38.4K shares	Q4 2021 Held for 4 years
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$34.0M	7.19%	+$1.2M Bought	0.00% 46.3K shares	Q4 2022 Held for 3 years
7 Uber Technologies UBER	Software - Application Technology	$24.2M	5.11%	-$10.1M Sold	0.01% 246.7K shares	Q3 2023 Held for 2y 3m
8 Nvidia NVDA	Semiconductors Technology	$16.4M	3.46%	+$13.6M Bought	0.00% 87.7K shares	Q1 2025 Held for 9 months
9 Apple AAPL	Consumer Electronics Technology	$15.6M	3.30%	-$37.7K Sold	0.00% 61.2K shares	Q3 2016 Held for 9y 3m
10 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$8.6M	1.82%	+$8.6M Bought	— 30.7K shares	Q1 2024 Held for 1y 9m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in united american securities inc.'s latest filing

See all changes

GthenC

Market Value

$472.6M

Prior: $463.5M

Q/Q Change

+1.96%

+$9.1M

Net Flows % of MV

-4.03%

Turnover Ratio

11.17%

New Purchases

1 stocks

$1.7M

Added To

3 stocks

+$35.5M

Sold Out Of

4 stocks

$15.3M

Reduced Holdings

7 stocks

-$40.9M

Increased Positions

Position	Shares Δ	Change
1 PDD PDD Holdings PDD	New	0 → 12.5K +$1.7M
2 Nvidia NVDA	+484.83%	15.0K → 87.7K +$13.6M
3 Alphabet Inc. GOOGL	+116.66%	73.2K → 158.6K +$20.8M
4 Meta Platforms, Inc. META	+3.61%	44.7K → 46.3K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 Chubb CB	Sold	23.0K → 0 −$6.7M
2 Chipotle Mexican Grill CMG	Sold	98.1K → 0 −$5.5M
3 Airbnb ABNB	Sold	20.1K → 0 −$2.7M
4 Amphenol APH	Sold	5.0K → 0 −$493.8K
5 Uber Technologies UBER	-29.44%	349.6K → 246.7K −$10.1M