§ 13F · FUND PROFILE
Union Heritage Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308M (13F)Positions · 63Turnover · — · Q1Filed · May 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP COM | 90K | $16M | 2.9% | — |
| 2 | NVDA | NVIDIA CORP COM | 90K | $16M | 2.9% | +155% |
| 3 | APH | AMPHENOL CORP NEW CL A | 121K | $15M | 2.8% | — |
| 4 | APH | AMPHENOL CORP NEW CL A | 121K | $15M | 2.8% | +52% |
| 5 | AAPL | APPLE INC COM | 47K | $12M | 2.2% | — |
| 6 | AAPL | APPLE INC COM | 47K | $12M | 2.2% | +34% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING ADS | 29K | $10M | 1.8% | +334% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING ADS | 29K | $10M | 1.8% | — |
| 9 | AME | AMETEK INC COM | 41K | $9M | 1.6% | — |
| 10 | AME | AMETEK INC COM | 41K | $9M | 1.6% | +100% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE UNION SIGNAL
AC read
Union Heritage Capital, LLC is a Other fund managing $308 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed