Union Heritage Capital, LLC - Portfolio overview

Union Heritage Capital, LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORP COM, 5.50%
2. APH - AMPHENOL CORP NEW CL A, 5.35%
3. AAPL - APPLE INC COM, 4.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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