Union Heritage Capital, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AMETEK Inc | $8.49M | 2.9% |
| JPMORGAN CHASE & CO | $9.73M | 3.3% |
| Mastercard Inc | $9.90M | 3.4% |
| Amazon.com Inc | $10.84M | 3.7% |
| NVIDIA Corp | $13.19M | 4.5% |
| ELI LILLY & Co | $13.48M | 4.6% |
| ORACLE CORP | $14.28M | 4.8% |
| Apple Inc. | $18.96M | 6.4% |
| MICROSOFT CORP | $19.44M | 6.6% |
| AMPHENOL CORP /DE | $21.50M | 7.3% |