Unio Capital LLC Portfolio Holdings by Sector

Unio Capital LLC

$340 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare CI 1 stocks	$40,036 11.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$34,838 10.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE PH 2 stocks	$33,549 9.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$30,553 9.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$29,598 8.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$24,674 7.27% of portfolio	2	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV 3 stocks	$20,170 5.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$19,606 5.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$19,083 5.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$18,689 5.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP 1 stocks	$16,974 5.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology ADI 1 stocks	$16,305 4.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$15,922 4.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$14,025 4.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5,109 1.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$232 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$226 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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