Fund HoldingsUnion Heritage Capital, LLC

Total Portfolio Value
$269.22M
Total Bought
$269.22M
Total Sold
$295.25M
Net Transaction
-$26.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NVIDIA CORP COM(NVDA)090,340+90,340015,7555.85%+15,755
AMPHENOL CORP NEW CL A0121,190+121,190015,3125.69%+15,312
APPLE INC COM(AAPL)046,888+46,888011,9004.42%+11,900
TAIWAN SEMICONDUCTOR MANUFACTURING ADS(TSM)029,100+29,10009,8343.65%+9,834
AMETEK INC COM041,332+41,33208,8603.29%+8,860
AMAZON COM INC COM(AMZN)041,314+41,31408,6043.20%+8,604
ORACLE CORP COM(ORCL)058,187+58,18708,5603.18%+8,560
MASTERCARD INCORPORATED CL A(MA)017,112+17,11208,5503.18%+8,550
CONOCOPHILLIPS COM(COP)061,338+61,33808,0973.01%+8,097
MICROSOFT CORP COM(MSFT)021,796+21,79608,0683.00%+8,068
JPMORGAN CHASE & CO COM(JPM)027,305+27,30508,0322.98%+8,032
ELI LILY & CO COM(LLY)08,495+8,49507,8132.90%+7,813
ROLLINS INC COM(ROL)0130,795+130,79506,9862.59%+6,986
ALPHABET INC CAPITAL STOCK CL A(GOOG)022,520+22,52006,4762.41%+6,476
LOCKHEED MARTIN CORP COM(LMT)010,404+10,40406,2882.34%+6,288
BROADCOM INC(AVGO)020,200+20,20006,2522.32%+6,252
GRACO INC COM(GGG)072,699+72,69906,1542.29%+6,154
O REILLY AUTOMOTIVE INC COM(ORLY)064,020+64,02005,9102.20%+5,910
BERKSHIRE HATHAWAY INC DEL CL B NEW011,916+11,91605,7102.12%+5,710
MORGAN STANLEY COM STK(MS)032,814+32,81405,4002.01%+5,400
SEI INVTS CO COM(SEIC)068,700+68,70005,3912.00%+5,391
ABBVIE INC COM(ABBV)023,281+23,28105,0631.88%+5,063
TORO CO COM052,963+52,96304,9491.84%+4,949
EXPEDITORS INTL WASH INC COM(EXPD)033,271+33,27104,7651.77%+4,765
WALMART INC COM(WMT)036,342+36,34204,5171.68%+4,517
STRYKER CORPORATION COM(SYK)013,000+13,00004,2721.59%+4,272
PEPSICO INC COM(PEP)027,289+27,28904,2381.57%+4,238
KLA CORP COM NEW(KLAC)02,820+2,82004,1521.54%+4,152
WELLS FARGO CO NEW COM(WFC)045,970+45,97003,6601.36%+3,660
AON PLC SHS CL A(AON)09,967+9,96703,2171.19%+3,217
META PLATFORMS INC COM CL A(META)05,410+5,41003,0951.15%+3,095
NEWMARKET CORP COM(NEU)04,808+4,80803,0821.14%+3,082
TJX COS INC NEW COM(TJX)019,109+19,10903,0521.13%+3,052
EXXON MOBIL CORP COM017,930+17,93003,0421.13%+3,042
AMERICAN EXPRESS CO COM(AXP)09,968+9,96803,0151.12%+3,015
AMGEN INC COM(AMGN)08,400+8,40002,9561.10%+2,956
CASEYS GEN STORES INC COM(CASY)03,930+3,93002,8601.06%+2,860
CBRE GROUP INC CL A(CBRE)020,105+20,10502,7231.01%+2,723
JOHNSON & JOHNSON COM(JNJ)011,014+11,01402,6921.00%+2,692
MCCORMICK & CO INC COM NON VTG(MKC)053,000+53,00002,6730.99%+2,673
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
012,456+12,45602,4700.92%+2,470
MARSH & MCLENNAN COS INC COM(MRSH)014,064+14,06402,4390.91%+2,439
DANAHER CORPORATION COM(DHR)012,033+12,03302,2810.85%+2,281
SILGAN HOLDINGS INC COM(SLGN)058,335+58,33502,2630.84%+2,263
NEXTERA ENERGY INC COM(NEE)022,500+22,50002,0900.78%+2,090
ABBOTT LABS COM019,494+19,49402,0010.74%+2,001
PACKAGING CORP AMER COM(PKG)09,071+9,07101,9250.72%+1,925
COSTCO WHOLESALE CORP NEW COM(COST)01,800+1,80001,7940.67%+1,794
GLOBAL PMTS INC COM(GPN)018,219+18,21901,2260.46%+1,226
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)019,119+19,11901,1730.44%+1,173
CANADIAN NATL RY CO COM(CNI)010,126+10,12601,0410.39%+1,041
NIKE INC CL B(NKE)019,380+19,38001,0240.38%+1,024
UNITEDHEALTH GROUP INC COM(UNH)03,692+3,69209990.37%+999
BECTON DICKINSON & CO COM(BDX)06,155+6,15509680.36%+968
T ROWE PRICE GROUP INC COM(TROW)09,731+9,73108770.33%+877
KIMBERLY-CLARK CORP COM(KMB)08,303+8,30308010.30%+801
POLARIS INC COM(PII)010,731+10,73105850.22%+585
SHERWIN-WILLIAMS CO COM(SHW)0971+97103110.12%+311
VERALTO CORP COM(VLTO)03,358+3,35802970.11%+297
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)01,070+1,07002590.10%+259
WATERS CORP COM(WAT)0831+83102470.09%+247
ROSS STORES INC COM(ROST)0786+78601700.06%+170
SHERWIN WILLIAMS CO(SHW)9710-9713150-315
INTERNATIONAL BUSINESS MACHS(IBM)1,0700-1,0703170-317
VERALTO CORP(VLTO)3,3580-3,3583350-335
PROGRESSIVE CORP(PGR)2,2380-2,2385100-510
POLARIS INC(PII)10,7310-10,7316790-679
KIMBERLY-CLARK CORP(KMB)8,3030-8,3038380-838
PRICE T ROWE GROUP INC(TROW)9,7310-9,7319960-996
CANADIAN NATL RY CO(CNI)10,1260-10,1261,0010-1,001
BECTON DICKINSON & CO(BDX)6,1550-6,1551,1950-1,195
UNITEDHEALTH GROUP INC(UNH)3,6920-3,6921,2190-1,219
NIKE INC(NKE)19,3800-19,3801,2350-1,235
NOVO-NORDISK A S(NVO)27,0730-27,0731,3770-1,377
GLOBAL PMTS INC(GPN)18,2190-18,2191,4100-1,410
COSTCO WHSL CORP NEW(COST)1,8000-1,8001,5520-1,552
PACKAGING CORP AMER(PKG)9,0710-9,0711,8710-1,871
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)22,6500-22,6501,8800-1,880
EXXON MOBIL CORP17,9300-17,9302,1580-2,158
JOHNSON & JOHNSON(JNJ)11,0140-11,0142,2790-2,279
SILGAN HLDGS INC(SLGN)58,3350-58,3352,3550-2,355
ABBOTT LABS19,4940-19,4942,4420-2,442
ALPHABET INC(GOOG)7,9200-7,9202,4790-2,479
MARSH & MCLENNAN COS INC(MRSH)14,0640-14,0642,6090-2,609
AMGEN INC(AMGN)8,4000-8,4002,7490-2,749
DANAHER CORPORATION(DHR)12,0330-12,0332,7550-2,755
TJX COS INC NEW(TJX)19,1090-19,1092,9350-2,935
CBRE GROUP INC(CBRE)20,1050-20,1053,2330-3,233
NEWMARKET CORP(NEU)4,8080-4,8083,3040-3,304
ACCENTURE PLC IRELAND
SHS CLASS A
12,4560-12,4563,3420-3,342
META PLATFORMS INC(META)5,2100-5,2103,4390-3,439
AON PLC(AON)9,9670-9,9673,5170-3,517
AMERICAN EXPRESS CO(AXP)9,9680-9,9683,6880-3,688
MCCORMICK & CO INC(MKC)54,8220-54,8223,7340-3,734
PEPSICO INC(PEP)27,2890-27,2893,9170-3,917
BROADCOM INC(AVGO)11,4000-11,4003,9460-3,946
WALMART INC(WMT)36,3420-36,3424,0490-4,049
TAIWAN SEMICONDUCTOR MFG LTD(TSM)13,4000-13,4004,0720-4,072
WELLS FARGO CO NEW(WFC)45,9700-45,9704,2840-4,284
COPART INC(CPRT)110,6830-110,6834,3330-4,333
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