Unio Capital LLC Portfolio Holdings by Sector

Unio Capital LLC

$261 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare CI 1 stocks	$31,345 12.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$29,335 11.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE PH 2 stocks	$27,266 10.46% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$18,877 7.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV AMGN 4 stocks	$17,271 6.63% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$15,463 5.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$15,345 5.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$14,521 5.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$14,447 5.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$14,132 5.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP 1 stocks	$13,494 5.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$12,578 4.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology ADI 1 stocks	$11,331 4.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$9,815 3.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$9,112 3.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5,551 2.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$320 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$248 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$229 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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