account_balance
Investment manager · 13F filer · SEC CIK 1862428
Union Heritage Capital, LLC
Reported value$283Mas of Sep 30, 2026
Positions66 3 new, 0 sold out
Top 10 weight42.3%NVDA alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.0%Trimmed −4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.3%Added +13%
AAPLApple Inc.
5.3%Trimmed −4%
APHAmphenol Corp
4.8%Trimmed −34%
MSFTMicrosoft Corp
3.8%Trimmed −4%
AMEAmetek Inc
3.4%Trimmed −6%
LLYELI Lilly & Co
3.3%Trimmed −4%
AMZNAmazon.com Inc
3.3%Trimmed −4%
MAMastercard Inc
3.1%Trimmed −6%
JPMJPMorgan Chase & Co
3.1%Trimmed −4%
GOOGLAlphabet Inc.
2.9%Trimmed −11%
COPConocoPhillips
2.7%
NVDANVIDIA Corp
7.0%−4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.3%
AAPLApple Inc.
5.3%
APHAmphenol Corp
4.8%−34%
MSFTMicrosoft Corp
3.8%−4%
AME3.4%LLYELI Lilly & Co
3.3%
AMZNAmazon.com Inc
3.3%
MAMastercard Inc
3.1%
JPMJPMorgan Chase & Co
3.1%
GOOGLAlphabet Inc.
2.9%
COPConocoPhillips
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.0% Trimmed −4%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.3% Added +13%AAPL Apple Inc. 5.3% Trimmed −4%APH Amphenol Corp 4.8% Trimmed −34%MSFT Microsoft Corp 3.8% Trimmed −4%AME Ametek Inc 3.4% Trimmed −6%LLY ELI Lilly & Co 3.3% Trimmed −4%AMZN Amazon.com Inc 3.3% Trimmed −4%MA Mastercard Inc 3.1% Trimmed −6%JPM JPMorgan Chase & Co 3.1% Trimmed −4%GOOGL Alphabet Inc. 2.9% Trimmed −11%COP ConocoPhillips 2.7% Held
What changed
Biggest moves since Jun 30, 2026
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