Unio Capital LLC Portfolio Holdings by Sector

Unio Capital LLC

$420 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Healthcare Plans \| Healthcare CI 1 stocks	$47,363 11.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$44,481 10.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE PH 2 stocks	$43,032 10.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$37,024 8.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$35,677 8.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$34,286 8.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$30,395 7.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV 3 stocks	$24,936 5.94% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$22,982 5.48% of portfolio	1	-	-	-	0 Calls 0 Puts

Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$22,014 5.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology ADI 1 stocks	$20,613 4.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$20,307 4.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SAP 1 stocks	$19,651 4.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$15,762 3.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$752 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$241 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$212 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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