Fund HoldingsUnion Heritage Capital, LLC

Total Portfolio Value
$295.25M
Total Bought
$0
Total Sold
$28.32M
Net Transaction
-$28.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)13,12012,545-57510,01113,4824.57%+3,471
AMPHENOL CORP NEW160,890159,090-1,80019,91021,4997.28%+1,589
EXPEDITORS INTL WASH INC(EXPD)33,27133,27104,0794,9581.68%+879
APPLE INC(AAPL)71,23869,738-1,50018,13918,9596.42%+820
AMETEK INC41,33241,33207,7708,4862.87%+715
MORGAN STANLEY(MS)32,81432,81405,2165,8251.97%+609
ALPHABET INC(GOOG)7,9207,92001,9252,4790.84%+554
WELLS FARGO CO NEW(WFC)45,97045,97003,8534,2841.45%+431
AMGEN INC(AMGN)8,4008,40002,3702,7490.93%+379
AMERICAN EXPRESS CO(AXP)9,9689,96803,3113,6881.25%+377
DANAHER CORPORATION(DHR)12,03312,03302,3862,7550.93%+369
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)22,65022,65001,5191,8800.64%+361
TAIWAN SEMICONDUCTOR MFG LTD(TSM)13,40013,40003,7424,0721.38%+330
WALMART INC(WMT)36,34236,34203,7454,0491.37%+303
JOHNSON & JOHNSON(JNJ)11,01411,01402,0422,2790.77%+237
JPMORGAN CHASE & CO.(JPM)30,20530,20509,5289,7333.30%+205
BROADCOM INC(AVGO)11,40011,40003,7613,9461.34%+185
ROLLINS INC(ROL)130,795130,79507,6837,8502.66%+167
AMAZON COM INC(AMZN)48,66446,964-1,70010,68510,8403.67%+155
TORO CO55,46355,46304,2264,3661.48%+140
EXXON MOBIL CORP17,93017,93002,0222,1580.73%+136
PEPSICO INC(PEP)27,28927,28903,8323,9171.33%+84
CBRE GROUP INC(CBRE)20,10520,10503,1683,2331.09%+65
POLARIS INC(PII)10,73110,73106246790.23%+55
CANADIAN NATL RY CO(CNI)10,12610,12609551,0010.34%+46
BECTON DICKINSON & CO(BDX)6,1556,15501,1521,1950.40%+42
MCCORMICK & CO INC(MKC)55,19154,822-3693,6933,7341.26%+41
INTERNATIONAL BUSINESS MACHS(IBM)1,0701,07003023170.11%+15
BERKSHIRE HATHAWAY INC DEL11,91611,91605,9915,9902.03%-1
PRICE T ROWE GROUP INC(TROW)9,7319,73109999960.34%-3
SHERWIN WILLIAMS CO(SHW)97197103363150.11%-22
VERALTO CORP(VLTO)3,3583,35803583350.11%-23
AON PLC(AON)9,9679,96703,5543,5171.19%-37
PROGRESSIVE CORP(PGR)2,2382,23805535100.17%-43
ABBVIE INC(ABBV)23,28123,28105,3905,3191.80%-71
TJX COS INC NEW(TJX)21,04119,109-1,9323,0412,9350.99%-106
PACKAGING CORP AMER(PKG)9,0719,07101,9771,8710.63%-106
COSTCO WHSL CORP NEW(COST)1,8001,80001,6661,5520.53%-114
ABBOTT LABS19,49419,49402,6112,4420.83%-169
SEI INVTS CO(SEIC)68,70068,70005,8295,6351.91%-194
GRACO INC(GGG)72,69972,69906,1775,9592.02%-217
UNITEDHEALTH GROUP INC(UNH)4,1783,692-4861,4431,2190.41%-224
MARSH & MCLENNAN COS INC(MRSH)14,06414,06402,8342,6090.88%-225
GILEAD SCIENCES INC(GILD)2,0470-2,0472270-227
STRYKER CORPORATION(SYK)13,00013,00004,8064,5691.55%-237
CONOCOPHILLIPS(COP)63,33861,338-2,0005,9915,7421.94%-249
GLOBAL PMTS INC(GPN)20,25118,219-2,0321,6821,4100.48%-272
LOCKHEED MARTIN CORP(LMT)10,62910,404-2255,3065,0321.70%-274
ROSS STORES INC(ROST)2,0960-2,0963190-319
KIMBERLY-CLARK CORP(KMB)9,3168,303-1,0131,1588380.28%-321
NVIDIA CORPORATION(NVDA)72,74070,740-2,00013,57213,1934.47%-379
SILGAN HLDGS INC(SLGN)63,72658,335-5,3912,7412,3550.80%-386
META PLATFORMS INC(META)5,2105,21003,8263,4391.16%-387
MASTERCARD INCORPORATED(MA)18,33917,339-1,00010,4319,8983.35%-533
NEWMARKET CORP(NEU)4,8084,80803,9823,3041.12%-678
NOVO-NORDISK A S(NVO)37,52827,073-10,4552,0821,3770.47%-705
NIKE INC(NKE)32,67919,380-13,2992,2791,2350.42%-1,044
OREILLY AUTOMOTIVE INC(ORLY)64,02064,02006,9025,8391.98%-1,063
ACCENTURE PLC IRELAND
SHS CLASS A
19,88212,456-7,4264,9033,3421.13%-1,561
MICROSOFT CORP(MSFT)40,69640,196-50021,07819,4406.58%-1,639
KELLANOVA21,0000-21,0001,7220-1,722
COPART INC(CPRT)218,683110,683-108,0009,8344,3331.47%-5,501
ORACLE CORP(ORCL)74,88773,287-1,60021,06114,2844.84%-6,777
Page 1 of 1