Union Heritage Capital, LLC Portfolio Holdings
Union Heritage Capital, LLC
- $271 Million
- Q3 2024
Union Heritage Capital, LLC has filed its 13F form on January 10, 2025 for Q3 2024 where it was disclosed a total value porftolio of $271 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.4M, Microsoft Corp with a value of $17.5M, Copart Inc with a value of $16.6M, Oracle Corp with a value of $12.8M, and Eli Lilly & CO with a value of $11.6M.
Examining the 13F form we can see an increase of $16.7M in the current position value, from $254M to 271M.
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
$271 Million
Technology: $74.7 Million
Consumer Cyclical: $49.1 Million
Healthcare: $42.6 Million
Financial Services: $42.6 Million
Industrials: $32.1 Million
Consumer Defensive: $15.1 Million
Energy: $8.77 Million
Basic Materials: $3.02 Million
Other: $2.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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