UNION HERITAGE CAPITAL, LLC

PrivateCIK: 1862428
Location

DETROIT, MI

62
Positions
$269.22M
Total AUM (reported)
1.66M
Total Shares

Allocation by class

TOTAL AUM$269.22M62 positions
COMMON STOCK$259.38M96.3%
AMERICAN DEPOSITORY RECEIPT$9.83M3.7%

Portfolio Concentration

Top 316.0%4–1022.5%11–2533.3%Rest28.2%TOP 1038.5%0%100%
Top 3$42.97M16.0%
4–10$60.57M22.5%
11–25$89.71M33.3%
Rest$75.97M28.2%

Top 3 weight

16.0%

Top 10 weight

38.5%

Voting Authority Distribution

Total shares with voting rights: 1.66M

Sole

Full voting authority

1.63M

shares

% of voting shares98.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

30.87K

shares

% of voting shares1.9%

Investment Discretion (by position count)

Sole62
Shared0
Other0
Dominant voting typeSole · 98.1% of voting shares
Institutional Holdings62
Rows:

NVIDIA CORP COM

SOLE
Common Stock
Shares90.34K
TypeSH
Market value$15.76M
5.85%
Sole
90.34K
Shared
0.00
None
0.00

AMPHENOL CORP NEW CL A

SOLE
Common Stock
Shares121.19K
TypeSH
Market value$15.31M
5.69%
Sole
121.19K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
Common Stock
Shares46.89K
TypeSH
Market value$11.90M
4.42%
Sole
46.89K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACTURING ADS

SOLE
American Depository Receipt
Shares29.10K
TypeSH
Market value$9.83M
3.65%
Sole
29.10K
Shared
0.00
None
0.00

AMETEK INC COM

SOLE
Common Stock
Shares41.33K
TypeSH
Market value$8.86M
3.29%
Sole
41.33K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Common Stock
Shares41.31K
TypeSH
Market value$8.60M
3.20%
Sole
41.31K
Shared
0.00
None
0.00

ORACLE CORP COM

SOLE
Common Stock
Shares58.19K
TypeSH
Market value$8.56M
3.18%
Sole
58.19K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED CL A

SOLE
Common Stock
Shares17.11K
TypeSH
Market value$8.55M
3.18%
Sole
17.11K
Shared
0.00
None
0.00

CONOCOPHILLIPS COM

SOLE
Common Stock
Shares61.34K
TypeSH
Market value$8.10M
3.01%
Sole
61.34K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Common Stock
Shares21.80K
TypeSH
Market value$8.07M
3.00%
Sole
21.80K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
Common Stock
Shares27.30K
TypeSH
Market value$8.03M
2.98%
Sole
27.30K
Shared
0.00
None
0.00

ELI LILY & CO COM

SOLE
Common Stock
Shares8.49K
TypeSH
Market value$7.81M
2.90%
Sole
8.49K
Shared
0.00
None
0.00

ROLLINS INC COM

SOLE
Common Stock
Shares130.79K
TypeSH
Market value$6.99M
2.59%
Sole
130.79K
Shared
0.00
None
0.00

ALPHABET INC CAPITAL STOCK CL A

SOLE
Common Stock
Shares22.52K
TypeSH
Market value$6.48M
2.41%
Sole
22.52K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP COM

SOLE
Common Stock
Shares10.40K
TypeSH
Market value$6.29M
2.34%
Sole
10.40K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
Common Stock
Shares20.20K
TypeSH
Market value$6.25M
2.32%
Sole
20.20K
Shared
0.00
None
0.00

GRACO INC COM

SOLE
Common Stock
Shares72.70K
TypeSH
Market value$6.15M
2.29%
Sole
72.70K
Shared
0.00
None
0.00

O REILLY AUTOMOTIVE INC COM

SOLE
Common Stock
Shares64.02K
TypeSH
Market value$5.91M
2.20%
Sole
64.02K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE
Common Stock
Shares11.92K
TypeSH
Market value$5.71M
2.12%
Sole
11.92K
Shared
0.00
None
0.00

MORGAN STANLEY COM STK

SOLE
Common Stock
Shares32.81K
TypeSH
Market value$5.40M
2.01%
Sole
32.81K
Shared
0.00
None
0.00

SEI INVTS CO COM

SOLE
Common Stock
Shares68.70K
TypeSH
Market value$5.39M
2.00%
Sole
68.70K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
Common Stock
Shares23.28K
TypeSH
Market value$5.06M
1.88%
Sole
23.28K
Shared
0.00
None
0.00

TORO CO COM

SOLE
Common Stock
Shares52.96K
TypeSH
Market value$4.95M
1.84%
Sole
52.96K
Shared
0.00
None
0.00

EXPEDITORS INTL WASH INC COM

SOLE
Common Stock
Shares33.27K
TypeSH
Market value$4.77M
1.77%
Sole
33.27K
Shared
0.00
None
0.00

WALMART INC COM

SOLE
Common Stock
Shares36.34K
TypeSH
Market value$4.52M
1.68%
Sole
36.34K
Shared
0.00
None
0.00
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