Fund Holdings — Union Heritage Capital, LLC

Total Portfolio Value
$269.22M
Total Bought
$24.49M
Total Sold
$49.87M
Net Transaction
-$25.37M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
TAIWAN SEMICONDUCTOR MANUFACTURING ADS(TSM)13,40029,100+15,7004,0729,8343.65%+5,762
KLA CORP COM NEW(KLAC)02,820+2,82004,1521.54%+4,152
ALPHABET INC CAPITAL STOCK CL A(GOOG)7,92022,520+14,6002,4796,4762.41%+3,997
CASEYS GEN STORES INC COM(CASY)03,930+3,93002,8601.06%+2,860
NVIDIA CORP COM(NVDA)70,74090,340+19,60013,19315,7555.85%+2,562
CONOCOPHILLIPS COM(COP)61,33861,33805,7428,0973.01%+2,355
BROADCOM INC(AVGO)11,40020,200+8,8003,9466,2522.32%+2,307
NEXTERA ENERGY INC COM(NEE)022,500+22,50002,0900.78%+2,090
LOCKHEED MARTIN CORP COM(LMT)10,40410,40405,0326,2882.34%+1,256
EXXON MOBIL CORP COM17,93017,93002,1583,0421.13%+884
TORO CO COM(TORO)55,46352,963-2,5004,3664,9491.84%+583
WALMART INC COM(WMT)36,34236,34204,0494,5171.68%+468
JOHNSON & JOHNSON COM(JNJ)11,01411,01402,2792,6921.00%+413
AMETEK INC COM41,33241,33208,4868,8603.29%+374
PEPSICO INC COM(PEP)27,28927,28903,9174,2381.57%+321
WATERS CORP COM(WAT)0831+83102470.09%+247
COSTCO WHOLESALE CORP NEW COM(COST)1,8001,80001,5521,7940.67%+241
AMGEN INC COM(AMGN)8,4008,40002,7492,9561.10%+206
GRACO INC COM(GGG)72,69972,69905,9596,1542.29%+195
ROSS STORES INC COM(ROST)0786+78601700.06%+170
TJX COS INC NEW COM(TJX)19,10919,10902,9353,0521.13%+116
O REILLY AUTOMOTIVE INC COM(ORLY)64,02064,02005,8395,9102.20%+70
PACKAGING CORP AMER COM(PKG)9,0719,07101,8711,9250.72%+54
CANADIAN NATL RY CO COM(CNI)10,12610,12601,0011,0410.39%+40
SHERWIN-WILLIAMS CO COM(SHW)97197103153110.12%-3
KIMBERLY-CLARK CORP COM(KMB)8,3038,30308388010.30%-37
VERALTO CORP COM(VLTO)3,3583,35803352970.11%-38
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)1,0701,07003172590.10%-58
SILGAN HOLDINGS INC COM(SLGN)58,33558,33502,3552,2630.84%-92
POLARIS INC COM(PII)10,73110,73106795850.22%-94
T ROWE PRICE GROUP INC COM(TROW)9,7319,73109968770.33%-119
MARSH & MCLENNAN COS INC COM(MRSH)14,06414,06402,6092,4390.91%-170
GLOBAL PMTS INC COM(GPN)18,21918,21901,4101,2260.46%-184
EXPEDITORS INTL WASH INC COM(EXPD)33,27133,27104,9584,7651.77%-192
NIKE INC CL B(NKE)19,38019,38001,2351,0240.38%-211
UNITEDHEALTH GROUP INC COM(UNH)3,6923,69201,2199990.37%-220
NEWMARKET CORP COM(NEU)4,8084,80803,3043,0821.14%-223
BECTON DICKINSON & CO COM(BDX)6,1556,15501,1959680.36%-227
SEI INVTS CO COM(SEIC)68,70068,70005,6355,3912.00%-244
ABBVIE INC COM(ABBV)23,28123,28105,3195,0631.88%-256
BERKSHIRE HATHAWAY INC DEL CL B NEW11,91611,91605,9905,7102.12%-279
STRYKER CORPORATION COM(SYK)13,00013,00004,5694,2721.59%-297
AON PLC SHS CL A(AON)9,9679,96703,5173,2171.19%-300
META PLATFORMS INC COM CL A(META)5,2105,410+2003,4393,0951.15%-344
MORGAN STANLEY COM STK(MS)32,81432,81405,8255,4002.01%-425
ABBOTT LABS COM19,49419,49402,4422,0010.74%-441
DANAHER CORPORATION COM(DHR)12,03312,03302,7552,2810.85%-473
CBRE GROUP INC CL A(CBRE)20,10520,10503,2332,7231.01%-509
PROGRESSIVE CORP(PGR)2,2380-2,2385100—-510
WELLS FARGO CO NEW COM(WFC)45,97045,97004,2843,6601.36%-625
AMERICAN EXPRESS CO COM(AXP)9,9689,96803,6883,0151.12%-673
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)22,65019,119-3,5311,8801,1730.44%-707
ROLLINS INC COM(ROL)130,795130,79507,8506,9862.59%-865
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
12,45612,45603,3422,4700.92%-872
MCCORMICK & CO INC COM NON VTG(MKC)54,82253,000-1,8223,7342,6730.99%-1,061
MASTERCARD INCORPORATED CL A(MA)17,33917,112-2279,8988,5503.18%-1,348
NOVO-NORDISK A S(NVO)27,0730-27,0731,3770—-1,377
JPMORGAN CHASE & CO COM(JPM)30,20527,305-2,9009,7338,0322.98%-1,701
AMAZON COM INC COM(AMZN)46,96441,314-5,65010,8408,6043.20%-2,236
COPART INC(CPRT)110,6830-110,6834,3330—-4,333
ELI LILY & CO COM(LLY)12,5458,495-4,05013,4827,8132.90%-5,668
ORACLE CORP COM(ORCL)73,28758,187-15,10014,2848,5603.18%-5,724
AMPHENOL CORP NEW CL A159,090121,190-37,90021,49915,3125.69%-6,187
APPLE INC COM(AAPL)69,73846,888-22,85018,95911,9004.42%-7,059
MICROSOFT CORP COM(MSFT)40,19621,796-18,40019,4408,0683.00%-11,371
Page 1 of 1
Union Heritage Capital, LLC — 13F Holdings — Q1 2026 | TickerTrail