Union Heritage Capital, LLC
Union Heritage Capital, LLC reported 65 positions worth $295.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: APH (7.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | APH | SH | $21.4M | 7.24% | 121,190 | — | — | |
| ▸ 2 | NVDA | SH | $18.1M | 6.13% | 90,340 | — | — | |
| ▸ 3 | TSM | SH | $13.9M | 4.71% | 29,100 | — | — | |
| ▸ 4 | AAPL | SH | $13.6M | 4.60% | 46,888 | — | — | |
| ▸ 5 | LLY | SH | $10.2M | 3.45% | 8,495 | — | — | |
| ▸ 6 | AME | SH | $10.0M | 3.39% | 41,332 | — | — | |
| ▸ 7 | GOOGL | SH | $9.5M | 3.21% | 26,520 | — | — | |
| ▸ 8 | AMZN | SH | $9.3M | 3.14% | 38,824 | — | — | |
| ▸ 9 | JPM | SH | $8.9M | 3.03% | 27,305 | — | — | |
| ▸ 10 | MA | SH | $8.8M | 2.98% | 17,112 | — | — |
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Frequently Asked Questions
What stocks does Union Heritage Capital, LLC hold as of Q2 2026?
Union Heritage Capital, LLC reported 65 positions worth $295.0M in its Q2 2026 13F filing. Largest positions: APH (7.2%), NVDA (6.1%), TSM (4.7%), AAPL (4.6%) and LLY (3.5%).
What did Union Heritage Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Union Heritage Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.