Union Heritage Capital, LLC

Q3 2024 13F Holdings

  • Location
    bloomfield hills, MI
  • Num holdings

    59

  • Value ($000)

    $271,035

  • Date Filed
    01/10/2025
  • 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 Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$19.39M
7 %

83,238

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$17.51M
7 %

40,696

CPRT
CPRT

COPART INC

COM
217204106
$16.59M
6 %

316,683

ORCL
ORCL

ORACLE CORP

COM
68389X105
$12.76M
5 %

74,887

LLY
LLY

ELI LILLY & CO

COM
532457108
$11.62M
4 %

13,120

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$10.48M
4 %

160,890

AMZN
AMZN

AMAZON COM INC

COM
023135106
$9.07M
3 %

48,664

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$9.06M
3 %

18,339

AME
AME

AMETEK INC

COM
031100100
$7.10M
3 %

41,332

ACN
ACN

ACCENTURE PLC IRELAND

SHS CLASS A
G1151C101
$7.03M
3 %

19,882

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