Union Heritage Capital, LLC

Q4 2025 13F Holdings

  • Location
    detroit, MI
  • Num holdings

    60

  • Value ($000)

    $295,247

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APH

AMPHENOL CORP NEW

CL A
$21.5M
7 %

159,090

MSFT

MICROSOFT CORP

COM
$19.44M
7 %

40,196

AAPL

APPLE INC

COM
$18.96M
6 %

69,738

ORCL

ORACLE CORP

COM
$14.28M
5 %

73,287

LLY

ELI LILLY & CO

COM
$13.48M
5 %

12,545

NVDA

NVIDIA CORPORATION

COM
$13.19M
5 %

70,740

AMZN

AMAZON COM INC

COM
$10.84M
4 %

46,964

MA

MASTERCARD INCORPORATED

CL A
$9.9M
3 %

17,339

JPM

JPMORGAN CHASE & CO.

COM
$9.73M
3 %

30,205

AME

AMETEK INC

COM
$8.49M
3 %

41,332

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