UH

Union Heritage Capital, LLC

13F
Union Heritage Capital, LLC
Last update 2025-05-12 64 Stocks (5 new)
Value $269.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(6.88%)MSFT(5.69%)CPRT(4.61%)LLY(4.03%)APH(3.93%)
Summary Stock Picks Current Portfolio
Union Heritage Capital, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
83,238
18,489.7
0%
6.880
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
40,696
15,276.9
0%
5.690
0%
0.000
+32.15%
+21.67%
3,797,138.0
Software
CPRT
Copart Inc
218,683
12,375.3
-30.95%
4.610
-2.08%
0.020
-25.33%
-19.38%
44,740.1
Business Services
LLY
Eli Lilly and Co
13,120
10,835.9
0%
4.030
0%
0.000
-6.12%
+4.72%
723,063.2
Drug Manufacturers
APH
Amphenol Corp
160,890
10,552.8
0%
3.930
0%
0.010
+37.64%
+51.07%
126,354.7
Hardware
ORCL
Oracle Corp
74,887
10,470.0
0%
3.900
0%
0.000
+76.97%
+46.92%
682,068.9
Software
MA
Mastercard Inc
18,339
10,052.0
0%
3.740
0%
0.000
+5.38%
+7.49%
511,704.3
Credit Services
AMZN
Amazon.com Inc
48,664
9,258.8
0%
3.450
0%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
JPM
JPMorgan Chase & Co
30,205
7,409.3
0%
2.760
0%
0.000
+21.80%
+25.72%
815,415.9
Banks
NVDA
NVIDIA Corp
65,740
7,124.9
+43.73%
2.650
+0.81%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors

Union Heritage Capital, LLC's Historical Top Holdings Breakdowns

Union Heritage Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CPRT
Copart Inc
2025-03-31
Reduce
Reduce
-2.08%
●
52.3 ($56.28) 59.83
$46.27
-17.79%
Reduce -30.95%
218,683
-98,000
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.81%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Add 43.73%
65,740
20,000
AVGO
Broadcom Inc
2025-03-31
New Buy
New Buy
+0.71%
●
167.43 ($211.65) 244.7
$288.71
36.41%
New holding
11,400
11,400
COST
Costco Wholesale Corp
2025-03-31
New Buy
New Buy
+0.63%
●
890.62 ($974.97) 1076.86
$933.80
-4.22%
New holding
1,800
1,800
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+0.55%
●
576.36 ($645.17) 736.67
$714.80
10.79%
New holding
2,560
2,560
GOOGL
Alphabet Inc
2025-03-31
New Buy
New Buy
+0.46%
●
154.33 ($181.36) 206.38
$192.18
5.97%
New holding
7,920
7,920
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
New Buy
New Buy
+0.41%
●
165.25 ($194.34) 224.62
$241.60
24.32%
New holding
6,600
6,600
NVDA
NVIDIA Corp
2024-09-30
Add
Add
+0.82%
●
98.91 ($118.12) 134.91
$173.74
47.09%
Add 66.69%
45,740
18,300
NVDA
NVIDIA Corp
2024-06-30
Add
Add
+0.41%
●
76.2 ($101.1) 135.58
$173.74
71.85%
Add 44.12%
27,440
8,400
CPRT
Copart Inc
2024-03-31
Add
Add
+0.98%
●
46.55 ($51.42) 57.92
$46.27
-10.02%
Add 15.58%
316,683
42,683

Union Heritage Capital, LLC Total Holding History ($B)

To

Union Heritage Capital, LLC's Asset Allocation

To

Union Heritage Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Union Heritage Capital, LLC's Hypothetical Growth since 2025-03-31

Union Heritage Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Union Heritage Capital, LLC's Holdings Heat Map

Size field:

Union Heritage Capital, LLC's Holdings Bubble Chart

Union Heritage Capital, LLC News

  • 1

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