Unio Capital LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $19.4M, General Motors CO with a value of $19.3M, Cigna Corp with a value of $17.1M, Parker Hannifin Corp with a value of $16.9M, and Intuitive Surgical Inc with a value of $14.7M.

Examining the 13F form we can see an increase of $8.72M in the current position value, from $231M to 240M.

Below you can find more details about Unio Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
Technology: $70.1 Million
Industrials: $39.8 Million
Consumer Cyclical: $38.5 Million
Healthcare: $33.8 Million
Financial Services: $32.1 Million
Consumer Defensive: $12.9 Million
Communication Services: $11.8 Million
Energy: $542,000
Other: $326,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $240 Million
  • Prior Value $231 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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