Fund Holdings — Union Heritage Capital, LLC

Total Portfolio Value
$252.16M
Total Bought
$58.05M
Total Sold
$0
Net Transaction
+$58.05M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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COPART INC(CPRT)274,000316,683+42,68313,42618,3427.27%+4,916
MICROSOFT CORP(MSFT)35,00040,696+5,69613,16117,1226.79%+3,960
ELI LILLY & CO(LLY)11,00013,120+2,1206,41210,2074.05%+3,795
MASTERCARD INCORPORATED(MA)14,00018,339+4,3395,9718,8323.50%+2,860
AMAZON COM INC(AMZN)40,00048,664+8,6646,0788,7783.48%+2,700
ORACLE CORP(ORCL)64,50074,887+10,3876,8009,4073.73%+2,606
AMPHENOL CORP NEW74,00080,445+6,4457,3369,2793.68%+1,944
AMETEK INC34,70041,332+6,6325,7227,5603.00%+1,838
CONOCOPHILLIPS(COP)54,00063,338+9,3386,2688,0623.20%+1,794
NVIDIA CORPORATION(NVDA)01,904+1,90401,7200.68%+1,720
JPMORGAN CHASE & CO.(JPM)25,60030,205+4,6054,3556,0502.40%+1,696
GRACO INC(GGG)60,00072,699+12,6995,2066,7942.69%+1,589
NOVO-NORDISK A S(NVO)32,00037,528+5,5283,3104,8191.91%+1,508
OREILLY AUTOMOTIVE INC(ORLY)3,5004,268+7683,3254,8181.91%+1,493
BERKSHIRE HATHAWAY INC DEL10,10511,916+1,8113,6045,0111.99%+1,407
ACCENTURE PLC IRELAND
SHS CLASS A
16,00019,882+3,8825,6156,8912.73%+1,277
ROLLINS INC(ROL)110,000130,795+20,7954,8046,0522.40%+1,248
SEI INVTS CO(SEIC)59,05068,700+9,6503,7534,9401.96%+1,187
ABBVIE INC(ABBV)19,70023,281+3,5813,0534,2391.68%+1,187
MCCORMICK & CO INC(MKC)45,00055,191+10,1913,0794,2391.68%+1,160
NEWMARKET CORP(NEU)4,0004,808+8082,1833,0511.21%+868
PEPSICO INC(PEP)23,09527,289+4,1943,9224,7761.89%+853
AON PLC(AON)8,5009,967+1,4672,4743,3261.32%+853
AMERICAN EXPRESS CO(AXP)8,0009,968+1,9681,4992,2700.90%+771
STRYKER CORPORATION(SYK)13,00013,00003,8934,6521.84%+759
LOCKHEED MARTIN CORP(LMT)9,00010,629+1,6294,0794,8351.92%+756
DANAHER CORPORATION(DHR)10,07512,033+1,9582,3313,0051.19%+674
MARSH & MCLENNAN COS INC(MRSH)12,00014,064+2,0642,2742,8971.15%+623
TORO CO(TORO)46,50055,463+8,9634,4645,0822.02%+619
SILGAN HLDGS INC(SLGN)55,10063,726+8,6262,4933,0951.23%+601
EXXON MOBIL CORP15,00017,930+2,9301,5002,0840.83%+584
CBRE GROUP INC(CBRE)15,00020,105+5,1051,3961,9550.78%+559
GLOBAL PMTS INC(GPN)17,00020,251+3,2512,1592,7071.07%+548
WALMART INC(WMT)10,45036,342+25,8921,6472,1870.87%+539
EXPEDITORS INTL WASH INC(EXPD)27,61233,271+5,6593,5124,0451.60%+533
UNITEDHEALTH GROUP INC(UNH)7,9009,478+1,5784,1594,6891.86%+530
MORGAN STANLEY(MS)27,74732,814+5,0672,5873,0901.23%+502
PACKAGING CORP AMER(PKG)7,6009,071+1,4711,2381,7210.68%+483
PROGRESSIVE CORP(PGR)02,238+2,23804630.18%+463
ABBOTT LABS16,00019,494+3,4941,7612,2160.88%+455
TJX COS INC NEW(TJX)17,95021,041+3,0911,6842,1340.85%+450
PRICE T ROWE GROUP INC(TROW)7,0009,731+2,7317541,1860.47%+433
APPLE INC(AAPL)72,00083,238+11,23813,86214,2745.66%+411
WELLS FARGO CO NEW(WFC)45,97045,97002,2632,6641.06%+402
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)17,00022,650+5,6501,2841,6600.66%+376
SHERWIN WILLIAMS CO(SHW)0971+97103370.13%+337
JOHNSON & JOHNSON(JNJ)9,12011,014+1,8941,4291,7420.69%+313
ROSS STORES INC(ROST)02,096+2,09603080.12%+308
BECTON DICKINSON & CO(BDX)5,0006,155+1,1551,2191,5230.60%+304
NIKE INC(NKE)25,80032,679+6,8792,8013,0711.22%+270
KIMBERLY-CLARK CORP(KMB)7,6959,316+1,6219351,2050.48%+270
POLARIS INC(PII)8,52510,731+2,2068081,0740.43%+266
CANADIAN NATL RY CO(CNI)8,55010,126+1,5761,0741,3340.53%+260
INTERNATIONAL BUSINESS MACHS(IBM)01,070+1,07002040.08%+204
GILEAD SCIENCES INC(GILD)02,047+2,04701500.06%+150
WK KELLOGG CO5,2505,250069990.04%+30
KELLANOVA21,00021,00001,1741,2030.48%+29
VERALTO CORP(VLTO)3,3583,35802762980.12%+21
AMGEN INC(AMGN)8,4008,40002,4192,3880.95%-31
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Union Heritage Capital, LLC — 13F Holdings — Q1 2024 | TickerTrail