Fund HoldingsUnion Heritage Capital, LLC

Total Portfolio Value
$252.16M
Total Bought
$252.16M
Total Sold
$192.90M
Net Transaction
+$59.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
COPART INC(CPRT)0316,683+316,683018,3427.27%+18,342
MICROSOFT CORP(MSFT)040,696+40,696017,1226.79%+17,122
APPLE INC(AAPL)083,238+83,238014,2745.66%+14,274
ELI LILLY & CO(LLY)013,120+13,120010,2074.05%+10,207
ORACLE CORP(ORCL)074,887+74,88709,4073.73%+9,407
AMPHENOL CORP NEW080,445+80,44509,2793.68%+9,279
MASTERCARD INCORPORATED(MA)018,339+18,33908,8323.50%+8,832
AMAZON COM INC(AMZN)048,664+48,66408,7783.48%+8,778
CONOCOPHILLIPS(COP)063,338+63,33808,0623.20%+8,062
AMETEK INC041,332+41,33207,5603.00%+7,560
ACCENTURE PLC IRELAND
SHS CLASS A
019,882+19,88206,8912.73%+6,891
GRACO INC(GGG)072,699+72,69906,7942.69%+6,794
ROLLINS INC(ROL)0130,795+130,79506,0522.40%+6,052
JPMORGAN CHASE & CO.(JPM)030,205+30,20506,0502.40%+6,050
TORO CO055,463+55,46305,0822.02%+5,082
BERKSHIRE HATHAWAY INC DEL011,916+11,91605,0111.99%+5,011
SEI INVTS CO(SEIC)068,700+68,70004,9401.96%+4,940
LOCKHEED MARTIN CORP(LMT)010,629+10,62904,8351.92%+4,835
NOVO-NORDISK A S(NVO)037,528+37,52804,8191.91%+4,819
OREILLY AUTOMOTIVE INC(ORLY)04,268+4,26804,8181.91%+4,818
PEPSICO INC(PEP)027,289+27,28904,7761.89%+4,776
UNITEDHEALTH GROUP INC(UNH)09,478+9,47804,6891.86%+4,689
STRYKER CORPORATION(SYK)013,000+13,00004,6521.84%+4,652
ABBVIE INC(ABBV)023,281+23,28104,2391.68%+4,239
MCCORMICK & CO INC(MKC)055,191+55,19104,2391.68%+4,239
EXPEDITORS INTL WASH INC(EXPD)033,271+33,27104,0451.60%+4,045
AON PLC(AON)09,967+9,96703,3261.32%+3,326
SILGAN HLDGS INC(SLGN)063,726+63,72603,0951.23%+3,095
MORGAN STANLEY(MS)032,814+32,81403,0901.23%+3,090
NIKE INC(NKE)032,679+32,67903,0711.22%+3,071
NEWMARKET CORP(NEU)04,808+4,80803,0511.21%+3,051
DANAHER CORPORATION(DHR)012,033+12,03303,0051.19%+3,005
MARSH & MCLENNAN COS INC(MRSH)014,064+14,06402,8971.15%+2,897
GLOBAL PMTS INC(GPN)020,251+20,25102,7071.07%+2,707
WELLS FARGO CO NEW(WFC)045,970+45,97002,6641.06%+2,664
AMGEN INC(AMGN)08,400+8,40002,3880.95%+2,388
AMERICAN EXPRESS CO(AXP)09,968+9,96802,2700.90%+2,270
ABBOTT LABS019,494+19,49402,2160.88%+2,216
WALMART INC(WMT)036,342+36,34202,1870.87%+2,187
TJX COS INC NEW(TJX)021,041+21,04102,1340.85%+2,134
EXXON MOBIL CORP017,930+17,93002,0840.83%+2,084
CBRE GROUP INC(CBRE)020,105+20,10501,9550.78%+1,955
JOHNSON & JOHNSON(JNJ)011,014+11,01401,7420.69%+1,742
PACKAGING CORP AMER(PKG)09,071+9,07101,7210.68%+1,721
NVIDIA CORPORATION(NVDA)01,904+1,90401,7200.68%+1,720
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)022,650+22,65001,6600.66%+1,660
BECTON DICKINSON & CO(BDX)06,155+6,15501,5230.60%+1,523
CANADIAN NATL RY CO(CNI)010,126+10,12601,3340.53%+1,334
KIMBERLY-CLARK CORP(KMB)09,316+9,31601,2050.48%+1,205
KELLANOVA021,000+21,00001,2030.48%+1,203
PRICE T ROWE GROUP INC(TROW)09,731+9,73101,1860.47%+1,186
POLARIS INC(PII)010,731+10,73101,0740.43%+1,074
PROGRESSIVE CORP(PGR)02,238+2,23804630.18%+463
SHERWIN WILLIAMS CO(SHW)0971+97103370.13%+337
ROSS STORES INC(ROST)02,096+2,09603080.12%+308
VERALTO CORP(VLTO)03,358+3,35802980.12%+298
INTERNATIONAL BUSINESS MACHS(IBM)01,070+1,07002040.08%+204
GILEAD SCIENCES INC(GILD)02,047+2,04701500.06%+150
WK KELLOGG CO05,250+5,2500990.04%+99
WK KELLOGG CO COM5,2500-5,250690-69
VERALTO CORP COM(VLTO)3,3580-3,3582760-276
T ROWE PRICE GROUP INC COM(TROW)7,0000-7,0007540-754
POLARIS INC COM(PII)8,5250-8,5258080-808
KIMBERLY-CLARK CORP COM(KMB)7,6950-7,6959350-935
CANADIAN NATL RY CO COM(CNI)8,5500-8,5501,0740-1,074
KELLANOVA COM21,0000-21,0001,1740-1,174
BECTON DICKINSON & CO COM(BDX)5,0000-5,0001,2190-1,219
PACKAGING CORP AMER COM(PKG)7,6000-7,6001,2380-1,238
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)17,0000-17,0001,2840-1,284
CBRE GROUP INC CL A(CBRE)15,0000-15,0001,3960-1,396
JOHNSON & JOHNSON COM(JNJ)9,1200-9,1201,4290-1,429
AMERICAN EXPRESS CO COM(AXP)8,0000-8,0001,4990-1,499
EXXON MOBIL CORP COM15,0000-15,0001,5000-1,500
WALMART INC COM(WMT)10,4500-10,4501,6470-1,647
TJX COS INC NEW COM(TJX)17,9500-17,9501,6840-1,684
ABBOTT LABS COM16,0000-16,0001,7610-1,761
GLOBAL PMTS INC COM(GPN)17,0000-17,0002,1590-2,159
NEWMARKET CORP COM(NEU)4,0000-4,0002,1830-2,183
WELLS FARGO CO NEW COM(WFC)45,9700-45,9702,2630-2,263
MARSH & MCLENNAN COS INC COM(MRSH)12,0000-12,0002,2740-2,274
DANAHER CORPORATION COM(DHR)10,0750-10,0752,3310-2,331
AMGEN INC COM(AMGN)8,4000-8,4002,4190-2,419
AON PLC SHS CL A(AON)8,5000-8,5002,4740-2,474
SILGAN HOLDINGS INC COM(SLGN)55,1000-55,1002,4930-2,493
MORGAN STANLEY COM STK(MS)27,7470-27,7472,5870-2,587
NIKE INC CL B(NKE)25,8000-25,8002,8010-2,801
ABBVIE INC COM(ABBV)19,7000-19,7003,0530-3,053
MCCORMICK & CO INC COM NON VTG(MKC)45,0000-45,0003,0790-3,079
NOVO-NORDISK A S ADR(NVO)32,0000-32,0003,3100-3,310
OREILLY AUTOMOTIVE INC COM(ORLY)3,5000-3,5003,3250-3,325
EXPEDITORS INTL WASH INC COM(EXPD)27,6120-27,6123,5120-3,512
BERKSHIRE HATHAWAY INC DEL CL B NEW10,1050-10,1053,6040-3,604
SEI INVTS CO COM(SEIC)59,0500-59,0503,7530-3,753
STRYKER CORPORATION COM(SYK)13,0000-13,0003,8930-3,893
PEPSICO INC COM(PEP)23,0950-23,0953,9220-3,922
LOCKHEED MARTIN CORP COM(LMT)9,0000-9,0004,0790-4,079
UNITEDHEALTH GROUP INC COM(UNH)7,9000-7,9004,1590-4,159
JPMORGAN CHASE & CO COM(JPM)25,6000-25,6004,3550-4,355
TORO CO COM46,5000-46,5004,4640-4,464
ROLLINS INC COM(ROL)110,0000-110,0004,8040-4,804
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