Union Heritage Capital
Latest statistics and disclosures from Union Heritage Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, CPRT, MSFT, ORCL, APH, and represent 28.34% of Union Heritage Capital's stock portfolio.
- Added to shares of these 7 stocks: NEU, CBRE, Union Heritage Capital, AAPL, JPM, MSFT, ORCL.
- Started 3 new stock positions in CBRE, NEU, Union Heritage Capital.
- Union Heritage Capital was a net buyer of stock by $5.5M.
- Union Heritage Capital has $185M in assets under management (AUM), dropping by 12.23%.
- Central Index Key (CIK): 0001862428
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Union Heritage Capital holds 52 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Past Filings by Union Heritage Capital
SEC 13F filings are viewable for Union Heritage Capital going back to 2021
- Union Heritage Capital 2023 Q2 filed Aug. 22, 2023
- Union Heritage Capital 2023 Q1 filed May 16, 2023
- Union Heritage Capital 2022 Q3 restated filed Feb. 24, 2023
- Union Heritage Capital 2022 Q4 restated filed Feb. 24, 2023
- Union Heritage Capital 2022 Q4 filed Feb. 14, 2023
- Union Heritage Capital 2022 Q3 filed Nov. 14, 2022
- Union Heritage Capital 2022 Q2 filed Aug. 15, 2022
- Union Heritage Capital 2022 Q1 filed April 26, 2022
- Union Heritage Capital 2021 Q4 filed Feb. 11, 2022
- Union Heritage Capital 2021 Q3 filed Nov. 5, 2021
- Union Heritage Capital 2021 Q1 restated filed Aug. 16, 2021
- Union Heritage Capital 2021 Q2 filed Aug. 16, 2021
- Union Heritage Capital 2021 Q1 filed May 17, 2021