Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2024 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 10 | Q2 2023 | 7.6% |
MICROSOFT CORP COM | 10 | Q2 2023 | 7.2% |
COPART INC COM | 10 | Q2 2023 | 6.8% |
MASTERCARD INCORPORATED CL A | 10 | Q2 2023 | 6.2% |
AMAZON COM INC COM | 10 | Q2 2023 | 4.7% |
ACCENTURE PLC IRELAND SHS CLASS A | 10 | Q2 2023 | 4.5% |
AMPHENOL CORP NEW CL A | 10 | Q2 2023 | 3.7% |
ORACLE CORP COM | 10 | Q2 2023 | 4.2% |
AMETEK INC COM | 10 | Q2 2023 | 3.5% |
GRACO INC COM | 10 | Q2 2023 | 2.9% |
View Union Heritage Capital, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-22 |
13F-HR | 2023-05-16 |
13F-HR/A | 2023-02-24 |
13F-HR/A | 2023-02-24 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-04-26 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-05 |
View Union Heritage Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.