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Home > Institutional Investor > Union Heritage Capital, Llc > Profile

Instuitional Investor - Union Heritage Capital, Llc

Fund Profile
Filing Period:
Fund Name: Union Heritage Capital, Llc
Portfolio Value $268,613,984
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 83,238 $18,489,657 6.88%
2.
Microsoft Corp
 MSFT 40,696 $15,276,871 5.69%
3.
Copart Inc
 CPRT 218,683 $12,375,271 4.61%
4.
Eli Lilly & Co
 LLY 13,120 $10,835,939 4.03%
5.
Amphenol Corp
 APH 160,890 $10,552,775 3.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)