Union Heritage Capital, LLC Diversified Active

Location: Detroit, MI

CIK: 0001862428 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $295M (100.0% shares, 0.0% debt)

Holdings (60)

APH AMPHENOL CORP NEW 7.3%
Value $21.5M Shares 159,090 Est. Cost $47.45 Unrealized +181.4%
MSFT MICROSOFT CORP 6.6%
Value $19.44M Shares 40,196 Est. Cost $250.07 Unrealized +100.2%
AAPL APPLE INC 6.4%
Value $18.96M Shares 69,738 Est. Cost $133.93 Unrealized +100.4%
ORCL ORACLE CORP 4.8%
Value $14.28M Shares 73,287 Est. Cost $69.12 Unrealized +244.4%
LLY ELI LILLY & CO 4.6%
Value $13.48M Shares 12,545 Est. Cost $269.51 Unrealized +254.5%
NVDA NVIDIA CORPORATION 4.5%
Value $13.19M Shares 70,740 Est. Cost $118.69 Unrealized +56.8%
AMZN AMAZON COM INC 3.7%
Value $10.84M Shares 46,964 Est. Cost $133.95 Unrealized +70.8%
MA MASTERCARD INCORPORATED 3.4%
Value $9.898M Shares 17,339 Est. Cost $366.31 Unrealized +52.6%
JPM JPMORGAN CHASE & CO. 3.3%
Value $9.733M Shares 30,205 Est. Cost $136.47 Unrealized +126.8%
AME AMETEK INC 2.9%
Value $8.486M Shares 41,332 Est. Cost $125.42 Unrealized +55.0%
ROL ROLLINS INC 2.7%
Value $7.85M Shares 130,795 Est. Cost $35.17 Unrealized +66.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value $5.99M Shares 11,916 Est. Cost $265.72 Unrealized +87.2%
GGG GRACO INC 2.0%
Value $5.959M Shares 72,699 Est. Cost $70.12 Unrealized +16.9%
ORLY OREILLY AUTOMOTIVE INC 2.0%
Value $5.839M Shares 64,020 Est. Cost $87.72 Unrealized +11.4%
MS MORGAN STANLEY 2.0%
Value $5.825M Shares 32,814 Est. Cost $68.30 Unrealized +143.7%
COP CONOCOPHILLIPS 1.9%
Value $5.742M Shares 61,338 Est. Cost $52.51 Unrealized +71.4%
SEIC SEI INVTS CO 1.9%
Value $5.635M Shares 68,700 Est. Cost $56.24 Unrealized +45.3%
ABBV ABBVIE INC 1.8%
Value $5.319M Shares 23,281 Est. Cost $100.15 Unrealized +127.2%
LMT LOCKHEED MARTIN CORP 1.7%
Value $5.032M Shares 10,404 Est. Cost $317.73 Unrealized +49.9%
EXPD EXPEDITORS INTL WASH INC 1.7%
Value $4.958M Shares 33,271 Est. Cost $95.97 Unrealized +41.3%
SYK STRYKER CORPORATION 1.5%
Value $4.569M Shares 13,000 Est. Cost $227.77 Unrealized +59.6%
TTC TORO CO 1.5%
Value $4.366M Shares 55,463 Est. Cost $98.71 Unrealized -25.1%
CPRT COPART INC 1.5%
Value $4.333M Shares 110,683 Est. Cost $38.73 Unrealized +7.0%
WFC WELLS FARGO CO NEW 1.5%
Value $4.284M Shares 45,970 Est. Cost $34.35 Unrealized +152.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value $4.072M Shares 13,400 Est. Cost $223.49 Unrealized
WMT WALMART INC 1.4%
Value $4.049M Shares 36,342 Est. Cost $52.38 Unrealized +104.7%
AVGO BROADCOM INC 1.3%
Value $3.946M Shares 11,400 Est. Cost $209.82 Unrealized +70.1%
PEP PEPSICO INC 1.3%
Value $3.917M Shares 27,289 Est. Cost $123.96 Unrealized +17.7%
MKC MCCORMICK & CO INC 1.3%
Value $3.734M Shares 54,822 Est. Cost $77.36 Unrealized -14.8%
AXP AMERICAN EXPRESS CO 1.2%
Value $3.688M Shares 9,968 Est. Cost $139.87 Unrealized +155.2%
AON AON PLC 1.2%
Value $3.517M Shares 9,967 Est. Cost $232.18 Unrealized +50.4%
META META PLATFORMS INC 1.2%
Value $3.439M Shares 5,210 Est. Cost $694.10 Unrealized -3.9%
ACN ACCENTURE PLC IRELAND 1.1%
Value $3.342M Shares 12,456 Est. Cost $263.47 Unrealized -3.6%
NEU NEWMARKET CORP 1.1%
Value $3.304M Shares 4,808 Est. Cost $406.52 Unrealized +87.2%
CBRE CBRE GROUP INC 1.1%
Value $3.233M Shares 20,105 Est. Cost $78.66 Unrealized +99.9%
TJX TJX COS INC NEW 1.0%
Value $2.935M Shares 19,109 Est. Cost $67.03 Unrealized +120.3%
DHR DANAHER CORPORATION 0.9%
Value $2.755M Shares 12,033 Est. Cost $205.66 Unrealized +6.7%
AMGN AMGEN INC 0.9%
Value $2.749M Shares 8,400 Est. Cost $204.69 Unrealized +54.4%
MRSH MARSH & MCLENNAN COS INC 0.9%
Value $2.609M Shares 14,064 Est. Cost $122.28 Unrealized +52.5%
GOOGL ALPHABET INC 0.8%
Value $2.479M Shares 7,920 Est. Cost $180.70 Unrealized +58.1%
ABT ABBOTT LABS 0.8%
Value $2.442M Shares 19,494 Est. Cost $109.02 Unrealized +16.8%
SLGN SILGAN HLDGS INC 0.8%
Value $2.355M Shares 58,335 Est. Cost $39.76 Unrealized +2.1%
JNJ JOHNSON & JOHNSON 0.8%
Value $2.279M Shares 11,014 Est. Cost $142.41 Unrealized +38.3%
XOM EXXON MOBIL CORP 0.7%
Value $2.158M Shares 17,930 Est. Cost $57.89 Unrealized +99.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value $1.88M Shares 22,650 Est. Cost $72.24 Unrealized +3.3%
PKG PACKAGING CORP AMER 0.6%
Value $1.871M Shares 9,071 Est. Cost $125.33 Unrealized +61.5%
COST COSTCO WHSL CORP NEW 0.5%
Value $1.552M Shares 1,800 Est. Cost $970.56 Unrealized -6.7%
GPN GLOBAL PMTS INC 0.5%
Value $1.41M Shares 18,219 Est. Cost $180.93 Unrealized -55.6%
NVO NOVO-NORDISK A S 0.5%
Value $1.377M Shares 27,073 Est. Cost $86.41 Unrealized
NKE NIKE INC 0.4%
Value $1.235M Shares 19,380 Est. Cost $122.88 Unrealized -47.2%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $1.219M Shares 3,692 Est. Cost $347.85 Unrealized -3.1%
BDX BECTON DICKINSON & CO 0.4%
Value $1.195M Shares 6,155 Est. Cost $226.56 Unrealized -16.3%
CNI CANADIAN NATL RY CO 0.3%
Value $1.001M Shares 10,126 Est. Cost $104.48 Unrealized -8.0%
TROW PRICE T ROWE GROUP INC 0.3%
Value $996K Shares 9,731 Est. Cost $125.60 Unrealized -18.6%
KMB KIMBERLY-CLARK CORP 0.3%
Value $838K Shares 8,303 Est. Cost $111.42 Unrealized -2.7%
PII POLARIS INC 0.2%
Value $679K Shares 10,731 Est. Cost $115.70 Unrealized -43.1%
PGR PROGRESSIVE CORP 0.2%
Value $510K Shares 2,238 Est. Cost $170.60 Unrealized +24.5%
VLTO VERALTO CORP 0.1%
Value $335K Shares 3,358 Est. Cost $73.75 Unrealized +37.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $317K Shares 1,070 Est. Cost $172.56 Unrealized +73.1%
SHW SHERWIN WILLIAMS CO 0.1%
Value $315K Shares 971 Est. Cost $313.46 Unrealized +6.6%