Union Heritage Capital, LLC Portfolio Holdings
Union Heritage Capital, LLC
- $308 Million
- Q3 2025
Union Heritage Capital, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $308 Million distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.1M, Oracle Corp with a value of $21.1M, Amphenol Corp with a value of $19.9M, Apple Inc. with a value of $18.1M, and Nvidia Corp with a value of $13.6M.
Examining the 13F form we can see an increase of $21.3M in the current position value, from $287M to 308M.
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
$308 Million
Technology: $108 Million
Financial Services: $52.1 Million
Consumer Cyclical: $46.1 Million
Healthcare: $34.5 Million
Industrials: $30.2 Million
Consumer Defensive: $15.8 Million
Energy: $8.01 Million
Communication Services: $5.75 Million
Other: $7.49 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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