Union Heritage Capital, LLC: 13F holdings
CIK 18624282026Q2
| Positions | 65 |
|---|
| Reported value | $295.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 65 (+3 vs prior quarter) |
|---|
| Reported value | $295.0m (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APH AMPHENOL CORP NEW CL A | 121,190 | $21.4m | 7.2% |
| NVDA NVIDIA CORP COM | 90,340 | $18.1m | 6.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING ADS | 29,100 | $13.9m | 4.7% |
| AAPL APPLE INC COM | 46,888 | $13.6m | 4.6% |
| LLY ELI LILY & CO COM | 8,495 | $10.2m | 3.5% |
| AME AMETEK INC COM | 41,332 | $10.0m | 3.4% |
| GOOGL ALPHABET INC CAPITAL STOCK CL A | 26,520 | $9.5m | 3.2% |
| AMZN AMAZON COM INC COM | 38,824 | $9.3m | 3.1% |
| JPM JPMORGAN CHASE & CO COM | 27,305 | $8.9m | 3.0% |
| MA MASTERCARD INCORPORATED CL A | 17,112 | $8.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1862428")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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