Union Heritage Capital, LLC Diversified Active

Location: Detroit, MI

CIK: 0001862428 · Show all filings

Period: Q1 2021 (Next →)

Filing Date: Aug 16, 2021

Total Value: $201M (100.0% shares, 0.0% debt)

Holdings (61)

MSFT MICROSOFT CORP COM 7.2%
Value $14.41M Shares 61,120 Est. Cost $222.90 Unrealized 0.0%
AAPL APPLE INC COM 6.7%
Value $13.44M Shares 110,000 Est. Cost $125.06 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 6.2%
Value $12.48M Shares 35,060 Est. Cost $339.57 Unrealized 0.0%
CPRT COPART INC COM 4.5%
Value $9.014M Shares 83,000 Est. Cost $28.19 Unrealized 0.0%
AMZN AMAZON COM INC COM 4.0%
Value $8.044M Shares 2,600 Est. Cost $158.51 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 3.6%
Value $7.199M Shares 26,060 Est. Cost $241.32 Unrealized 0.0%
AME AMETEK INC COM 3.5%
Value $7.005M Shares 54,850 Est. Cost $116.89 Unrealized 0.0%
NKE NIKE INC CL B 3.2%
Value $6.506M Shares 48,960 Est. Cost $129.56 Unrealized 0.0%
TTC TORO CO COM 2.9%
Value $5.786M Shares 56,100 Est. Cost $99.96 Unrealized 0.0%
GGG GRACO INC COM 2.9%
Value $5.745M Shares 80,226 Est. Cost $66.70 Unrealized 0.0%
ROL ROLLINS INC COM 2.8%
Value $5.676M Shares 164,925 Est. Cost $33.68 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 2.8%
Value $5.582M Shares 84,620 Est. Cost $31.03 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 2.8%
Value $5.527M Shares 62,000 Est. Cost $80.22 Unrealized 0.0%
ORCL ORACLE CORP COM 2.7%
Value $5.502M Shares 78,410 Est. Cost $60.61 Unrealized 0.0%
SYK STRYKER CORPORATION COM 2.5%
Value $5.067M Shares 20,805 Est. Cost $227.77 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value $3.858M Shares 15,105 Est. Cost $242.84 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 1.9%
Value $3.83M Shares 19,000 Est. Cost $190.76 Unrealized 0.0%
SEIC SEI INVTS CO COM 1.9%
Value $3.75M Shares 61,550 Est. Cost $54.84 Unrealized 0.0%
PEP PEPSICO INC COM 1.8%
Value $3.62M Shares 25,595 Est. Cost $117.91 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC COM 1.8%
Value $3.522M Shares 32,712 Est. Cost $90.91 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 1.7%
Value $3.509M Shares 9,498 Est. Cost $299.96 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.7%
Value $3.488M Shares 44,650 Est. Cost $71.61 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 1.5%
Value $2.976M Shares 8,000 Est. Cost $319.66 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 1.4%
Value $2.785M Shares 18,300 Est. Cost $127.25 Unrealized 0.0%
DHR DANAHER CORPORATION COM 1.3%
Value $2.672M Shares 11,875 Est. Cost $198.70 Unrealized 0.0%
AMGN AMGEN INC COM 1.3%
Value $2.662M Shares 10,700 Est. Cost $204.69 Unrealized 0.0%
ABT ABBOTT LABS COM 1.2%
Value $2.396M Shares 20,000 Est. Cost $108.63 Unrealized 0.0%
SLGN SILGAN HOLDINGS INC COM 1.2%
Value $2.315M Shares 55,100 Est. Cost $39.03 Unrealized 0.0%
LLY LILLY ELI & CO COM 1.1%
Value $2.307M Shares 12,350 Est. Cost $186.06 Unrealized 0.0%
ABBV ABBVIE INC COM 1.1%
Value $2.302M Shares 21,280 Est. Cost $88.91 Unrealized 0.0%
NEU NEWMARKET CORP COM 1.1%
Value $2.294M Shares 6,036 Est. Cost $359.80 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 1.1%
Value $2.154M Shares 27,747 Est. Cost $65.58 Unrealized 0.0%
COP CONOCOPHILLIPS COM 1.1%
Value $2.118M Shares 40,000 Est. Cost $41.39 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.9%
Value $1.887M Shares 11,000 Est. Cost $131.89 Unrealized 0.0%
VAR RESOURCES CORP COM 0.8%
Value $1.588M Shares 9,000 Est. Cost $176.44 Unrealized
AXP AMERICAN EXPRESS CO COM 0.8%
Value $1.525M Shares 10,788 Est. Cost $124.36 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.8%
Value $1.521M Shares 3,000 Est. Cost $30.98 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.7%
Value $1.498M Shares 9,120 Est. Cost $140.78 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 0.7%
Value $1.475M Shares 6,070 Est. Cost $225.62 Unrealized 0.0%
WMT WALMART INC COM 0.7%
Value $1.419M Shares 10,450 Est. Cost $43.31 Unrealized 0.0%
KELLOGG CO COM 0.7%
Value $1.401M Shares 22,135 Est. Cost $47.02 Unrealized 0.0%
AON AON PLC SHS CL A 0.7%
Value $1.38M Shares 6,000 Est. Cost $212.41 Unrealized 0.0%
ROST ROSS STORES INC COM 0.7%
Value $1.36M Shares 11,350 Est. Cost $112.20 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.6%
Value $1.288M Shares 14,520 Est. Cost $66.81 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.6%
Value $1.218M Shares 10,000 Est. Cost $107.02 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.6%
Value $1.209M Shares 30,970 Est. Cost $31.62 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.6%
Value $1.187M Shares 17,950 Est. Cost $62.28 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.6%
Value $1.186M Shares 15,000 Est. Cost $70.71 Unrealized 0.0%
PII POLARIS INC COM 0.6%
Value $1.138M Shares 8,525 Est. Cost $121.88 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.5%
Value $1.078M Shares 16,000 Est. Cost $67.38 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.5%
Value $1.069M Shares 7,695 Est. Cost $110.86 Unrealized 0.0%
DLX DELUXE CORP COM 0.5%
Value $1.049M Shares 25,000 Est. Cost $28.66 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.5%
Value $1.022M Shares 7,600 Est. Cost $117.61 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.5%
Value $991K Shares 8,550 Est. Cost $101.06 Unrealized 0.0%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.5%
Value $909K Shares 5,260 Est. Cost $124.87 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value $835K Shares 6,270 Est. Cost $98.07 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.3%
Value $687K Shares 10,630 Est. Cost $53.36 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value $468K Shares 6,060 Est. Cost $65.24 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.2%
Value $457K Shares 13,300 Est. Cost $28.61 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value $255K Shares 6,060 Est. Cost $36.44 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value $207K Shares 3,030 Est. Cost $60.74 Unrealized 0.0%