Holdings
Union Heritage Capital, LLC
As of Jun 30, 2026, Union Heritage Capital, LLC reported 62 positions worth US$290M. Largest: Amphenol Corporation, Nvidia Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 121K | US$21.4M | no change | Jun 30, 2026 |
| Nvidia Corporation | 90,340 | US$18.1M | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 29,100 | US$13.9M | no change | Jun 30, 2026 |
| Apple Inc | 46,888 | US$13.6M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 32,329 | US$11.6M | +9,809 | Jun 30, 2026 |
| Eli Lilly And Company | 8,495 | US$10.2M | no change | Jun 30, 2026 |
| Ametek, Inc. | 41,332 | US$10M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 38,824 | US$9.25M | −2,490 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 27,305 | US$8.94M | no change | Jun 30, 2026 |
| Mastercard Incorporated | 17,112 | US$8.79M | no change | Jun 30, 2026 |