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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 $294,986,722
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amphenol Corp
 APH 484,760 $21,368,221 7.24%
2.
Nvidia Corp
 NVDA 90,340 $18,076,131 6.13%
3.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 29,100 $13,897,287 4.71%
4.
Apple Inc.
 AAPL 46,888 $13,567,512 4.6%
5.
Eli Lilly & Co
 LLY 8,495 $10,189,158 3.45%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.