Union Heritage Capital Management Inc
- Assets, Funds, Holdings
| Union Heritage Capital Management Inc
|
| CRD # | 108408 |
| SEC # | 801-38103 |
| CIK # | 0001862428 |
| AUM |
|
| Employees |
|
| Phone | 313-963-8824 |
| Address | 211 W Fort Street
Detroit, MI 48226 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
AAPL
|
2,382,844.0 |
0.0 |
|
CPRT
|
25,870.7 |
0.0 |
|
MSFT
|
1,918,222.4 |
0.0 |
|
APH
|
38,646.8 |
0.0 |
|
ORCL
|
182,760.6 |
0.0 |
|
COP
|
123,162.3 |
0.0 |
|
TTC
|
8,038.4 |
0.0 |
|
MA
|
309,583.1 |
0.0 |
|
AME
|
25,427.8 |
0.0 |
|
ACN
|
179,517.0 |
0.0 |
|
View All
|
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
5 |
145.0 |
| By Discretionary |
| Discretionary |
5 |
145.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
5 |
145.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
145.0 |
| Total |
5 |
145.0 |
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