Union Heritage Capital, LLC
Q4 2025 13F Holdings
- Locationdetroit, MI
- Num holdings
60
- Value ($000)
$295,247
- Date Filed02/13/2026
- Form type13F-HR
- CIK0001862428
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMPHENOL CORP NEW | CL A | 032095101 | $21.5M | 7 % | 159,090 | ||
MICROSOFT CORP | COM | 594918104 | $19.44M | 7 % | 40,196 | ||
APPLE INC | COM | 037833100 | $18.96M | 6 % | 69,738 | ||
ORACLE CORP | COM | 68389X105 | $14.28M | 5 % | 73,287 | ||
ELI LILLY & CO | COM | 532457108 | $13.48M | 5 % | 12,545 | ||
NVIDIA CORPORATION | COM | 67066G104 | $13.19M | 5 % | 70,740 | ||
AMAZON COM INC | COM | 023135106 | $10.84M | 4 % | 46,964 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | $9.9M | 3 % | 17,339 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $9.73M | 3 % | 30,205 | ||
AMETEK INC | COM | 031100100 | $8.49M | 3 % | 41,332 |
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