Union Heritage Capital, LLC
Top Portfolio Positions
61 positions ·
$263,508,848 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
90,340 | $15,755,296 | 5.98% |
| APH |
Amphenol Corp /De/
Technology
|
121,190 | $15,312,356 | 5.81% |
| AAPL |
Apple Inc.
Technology
|
46,888 | $11,899,705 | 4.52% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
29,100 | $9,834,345 | 3.73% |
| AME |
Ametek Inc/
Industrials
|
41,332 | $8,859,927 | 3.36% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
41,314 | $8,604,466 | 3.27% |
| ORCL |
Oracle Corp
Technology
|
58,187 | $8,559,889 | 3.25% |
| MA |
Mastercard Inc
Financial Services
|
17,112 | $8,550,181 | 3.24% |
| COP |
Conocophillips
Energy
|
61,338 | $8,096,616 | 3.07% |
| MSFT |
Microsoft Corp
Technology
|
21,796 | $8,068,225 | 3.06% |
Holdings in MSFT
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,068,225 | 21,796 | Shares | Sole | 2026-05-20 | |
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