UNION HERITAGE CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APH | 159K | $21.50M |
 | ROL | 131K | $7.85M |
 | CPRT | 111K | $4.33M |
 | ORCL | 73K | $14.28M |
 | GGG | 73K | $5.96M |
 | NVDA | 71K | $13.19M |
 | AAPL | 70K | $18.96M |
 | SEIC | 69K | $5.63M |
 | ORLY | 64K | $5.84M |
 | SLGN | 58K | $2.35M |
 | AMZN | 47K | $10.84M |
 | WFC | 46K | $4.28M |
 | AME | 41K | $8.49M |
 | MSFT | 40K | $19.44M |
 | WMT | 36K | $4.05M |
 | MS | 33K | $5.83M |
 | JPM | 30K | $9.73M |
 | ABBV | 23K | $5.32M |
 | CTSH | 23K | $1.88M |
 | NKE | 19K | $1.23M |
Amphenol Corporation
APH
Shares Held
159K
Value
$21.50M
Rollins, Inc.
ROL
Shares Held
131K
Value
$7.85M
Copart, Inc.
CPRT
Shares Held
111K
Value
$4.33M
Oracle Corporation
ORCL
Shares Held
73K
Value
$14.28M
Graco Inc.
GGG
Shares Held
73K
Value
$5.96M
NVIDIA Corporation
NVDA
Shares Held
71K
Value
$13.19M
Apple Inc.
AAPL
Shares Held
70K
Value
$18.96M
SEI Investments Company
SEIC
Shares Held
69K
Value
$5.63M
O'Reilly Automotive, Inc.
ORLY
Shares Held
64K
Value
$5.84M
Silgan Holdings Inc.
SLGN
Shares Held
58K
Value
$2.35M
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$10.84M
Wells Fargo & Company
WFC
Shares Held
46K
Value
$4.28M
AMETEK, Inc.
AME
Shares Held
41K
Value
$8.49M
Microsoft Corporation
MSFT
Shares Held
40K
Value
$19.44M
Walmart Inc.
WMT
Shares Held
36K
Value
$4.05M
Morgan Stanley
MS
Shares Held
33K
Value
$5.83M
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.73M
AbbVie Inc.
ABBV
Shares Held
23K
Value
$5.32M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
23K
Value
$1.88M
NIKE, Inc.
NKE
Shares Held
19K
Value
$1.23M