Union Heritage Capital, LLC

Q1 2025 13F Holdings

  • Location
    detroit, MI
  • Num holdings

    64

  • Value ($000)

    $268,614

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001862428
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$18.49M
7 %

83,238

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.28M
6 %

40,696

CPRT
CPRT

COPART INC

COM
217204106
$12.38M
5 %

218,683

LLY
LLY

ELI LILLY & CO

COM
532457108
$10.84M
4 %

13,120

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$10.55M
4 %

160,890

ORCL
ORCL

ORACLE CORP

COM
68389X105
$10.47M
4 %

74,887

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$10.05M
4 %

18,339

AMZN
AMZN

AMAZON COM INC

COM
023135106
$9.26M
3 %

48,664

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$7.41M
3 %

30,205

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.12M
3 %

65,740

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