Union Heritage Capital, LLC Portfolio Holdings
Union Heritage Capital, LLC
- $270 Million
- Q4 2024
Union Heritage Capital, LLC has filed its 13F form on April 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 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 $20.8M, Copart Inc with a value of $18.2M, Microsoft Corp with a value of $17.2M, Oracle Corp with a value of $12.5M, and Amphenol Corp with a value of $11.2M.
Examining the 13F form we can see an decrease of $262K in the current position value, from $271M to 270M.
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.