Long-term investor
Union Heritage Capital, LLC @unionheritagecapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001862428).
Record
- Tracked since 2025-06-30 (449 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.6% · 1 year n/a · all -5.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- APH · 7.2% · long · since 2025-06-30
- NVDA · 6.1% · long · since 2025-06-30
- TSM · 4.7% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 532457108 · 3.5% · long · since 2025-06-30
- AME · 3.4% · long · since 2025-06-30
- 02079K305 · 3.2% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- JPM · 3.0% · long · since 2025-06-30
- MA · 3.0% · long · since 2025-06-30
- KLAC · 2.9% · long · since 2026-03-31
- MSFT · 2.8% · long · since 2025-06-30