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Union Heritage Capital, LLC

Q1 2026 13F Holdings

  • Location
    detroit, MI
  • Num holdings

    62

  • Value ($000)

    $269,219

  • Date Filed
    05/20/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORP COM

COMMON STOCK
67066G104
$15.76M
6 %

90,340

A
APH

AMPHENOL CORP NEW CL A

COMMON STOCK
032095101
$15.31M
6 %

121,190

A
AAPL

APPLE INC COM

COMMON STOCK
037833100
$11.9M
4 %

46,888

T
TSM

TAIWAN SEMICONDUCTOR MANUFACTURING ADS

AMERICAN DEPOSITORY RECEIPT
874039100
$9.83M
4 %

29,100

A
AME

AMETEK INC COM

COMMON STOCK
031100100
$8.86M
3 %

41,332

A
AMZN

AMAZON COM INC COM

COMMON STOCK
023135106
$8.6M
3 %

41,314

O
ORCL

ORACLE CORP COM

COMMON STOCK
68389X105
$8.56M
3 %

58,187

M
MA

MASTERCARD INCORPORATED CL A

COMMON STOCK
57636Q104
$8.55M
3 %

17,112

C
COP

CONOCOPHILLIPS COM

COMMON STOCK
20825C104
$8.1M
3 %

61,338

M
MSFT

MICROSOFT CORP COM

COMMON STOCK
594918104
$8.07M
3 %

21,796

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