Institutions / Union Heritage Capital, LLC
Union Heritage Capital, LLC
CIK 1862428 · Institution · as of Dec 31, 2025
Portfolio value
$295.25M
Positions
60
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| Amphenol Corp /De | $21.50M | 7.3% |
| Microsoft Corp | $19.44M | 6.6% |
| Apple Inc. | $18.96M | 6.4% |
| Oracle Corp | $14.28M | 4.8% |
| ELI LILLY & Co | $13.48M | 4.6% |
| NVIDIA Corp | $13.19M | 4.5% |
| Amazon.com Inc | $10.84M | 3.7% |
| Mastercard Inc | $9.90M | 3.4% |
| JPMorgan Chase & Co | $9.73M | 3.3% |
| AMETEK Inc | $8.49M | 2.9% |
| Rollins Inc | $7.85M | 2.7% |
| Warren E. Buffett | $5.99M | 2.0% |
| Graco Inc | $5.96M | 2.0% |
| O Reilly Automotive Inc | $5.84M | 2.0% |
| Morgan Stanley | $5.83M | 2.0% |
| ConocoPhillips | $5.74M | 1.9% |
| Sei Investments Co | $5.63M | 1.9% |
| AbbVie Inc. | $5.32M | 1.8% |
| Lockheed Martin Corp | $5.03M | 1.7% |
| Expeditors International of Washington Inc | $4.96M | 1.7% |
| Stryker Corp | $4.57M | 1.5% |
| Toro Co | $4.37M | 1.5% |
| Copart Inc | $4.33M | 1.5% |
| Wells Fargo & COMPANY/MN | $4.28M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $4.07M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.