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
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
40,696
15,276.9
0%
5.690
0%
0.000
+38.00%
+20.34%
3,755,441.4
Software
CPRT
Copart Inc
218,683
12,375.3
-30.95%
4.610
-2.08%
0.020
-23.21%
-19.17%
44,856.2
Business Services
LLY
Eli Lilly and Co
13,120
10,835.9
0%
4.030
0%
0.000
-5.98%
+0.95%
697,037.9
Drug Manufacturers
APH
Amphenol Corp
160,890
10,552.8
0%
3.930
0%
0.010
+55.07%
+47.19%
123,113.0
Hardware
ORCL
Oracle Corp
74,887
10,470.0
0%
3.900
0%
0.000
+87.53%
+44.06%
668,811.2
Software
MA
Mastercard Inc
18,339
10,052.0
0%
3.740
0%
0.000
+6.10%
+6.58%
507,400.0
Credit Services
AMZN
Amazon.com Inc
48,664
9,258.8
0%
3.450
0%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
JPM
JPMorgan Chase & Co
30,205
7,409.3
0%
2.760
0%
0.000
+24.30%
+23.55%
801,337.5
Banks
NVDA
NVIDIA Corp
65,740
7,124.9
+43.73%
2.650
+0.81%
0.000
+68.90%
+24.39%
4,072,965.9
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
$46.39
-17.57%
Reduce -30.95%
218,683
-98,000
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.81%
●
106.98 ($126.74) 149.43
$167.01
31.77%
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
$278.59
31.63%
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
$941.61
-3.42%
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
$704.81
9.24%
New holding
2,560
2,560
GOOGL
Alphabet Inc
2025-03-31
New Buy
New Buy
+0.46%
●
154.33 ($181.36) 206.38
$191.34
5.50%
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
$234.60
20.72%
New holding
6,600
6,600
NVDA
NVIDIA Corp
2024-09-30
Add
Add
+0.82%
●
98.91 ($118.12) 134.91
$167.01
41.39%
Add 66.69%
45,740
18,300
NVDA
NVIDIA Corp
2024-06-30
Add
Add
+0.41%
●
76.2 ($101.1) 135.58
$167.01
65.19%
Add 44.12%
27,440
8,400
CPRT
Copart Inc
2024-03-31
Add
Add
+0.98%
●
46.55 ($51.42) 57.92
$46.39
-9.78%
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

Discussions on Union Heritage Capital, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.