Union Heritage Capital, LLC Portfolio Holdings
Union Heritage Capital, LLC
- $287 Million
- Q2 2025
Union Heritage Capital, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $287 Million distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.2M, Apple Inc. with a value of $17.1M, Oracle Corp with a value of $16.4M, Amphenol Corp with a value of $15.9M, and Copart Inc with a value of $10.7M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $268M to 287M.
Union Heritage Capital, LLC is based out at Bloomfield Hills, MI
Below you can find more details about Union Heritage Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$287 Million
Technology: $92.6 Million
Financial Services: $50.7 Million
Consumer Cyclical: $45.3 Million
Healthcare: $35.6 Million
Industrials: $29 Million
Consumer Defensive: $16 Million
Energy: $7.62 Million
Basic Materials: $3.65 Million
Other: $6.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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