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| Happy Holidays!! thanks for using AUM13F!! |
| Union Heritage Capital
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| CRD # | 309768 |
| SEC # | 801-119126 |
| CIK # | 0001862428 |
| AUM | $279.8 M (2025-04-04) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 313-300-0207 |
| Address | 2050 15th Street Detroit, MI 48216 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001862428 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 20.2 | ||
| Apple Inc | 17.1 | ||
| Oracle Corp | 16.4 | ||
| Amphenol Corp /DE/ | 15.9 | ||
| Copart Inc | 10.7 | ||
| Amazon Com Inc | 10.7 | ||
| Nvidia Corp | 10.4 | ||
| Mastercard Inc | 10.3 | ||
| Lilly Eli & Co | 10.2 | ||
| J P Morgan Chase & Co | 8.8 | ||
| Ametek INC/ | 7.5 | ||
| Rollins Inc | 7.4 | ||
| Graco Inc | 6.2 | ||
| SEI Investments Co | 6.2 | ||
| Accenture PLC | 5.9 | ||
| O Reilly Automotive Inc | 5.8 | ||
| Conocophillips | 5.7 | ||
| Stryker Corp | 5.1 | ||
| Lockheed Martin Corp | 4.9 | ||
| Morgan Stanley | 4.6 | ||
| AbbVie Inc | 4.3 | ||
| McCormick & Co Inc | 4.2 | ||
| Toro Co | 3.9 | ||
| Expeditors International of Washington Inc | 3.8 | ||
| Wells Fargo & Co/MN | 3.7 | ||
| PepsiCo Inc | 3.6 | ||
| Aon Corp | 3.6 | ||
| Wal Mart Stores Inc | 3.6 | ||
| Silgan Holdings Inc | 3.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 279.8 |
| (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 | 3 | 279.8 |
| By Discretionary | ||
| Discretionary | 3 | 279.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 279.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.8 | |
| Total | 3 | 279.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001862428] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gutierrez Wealth Advisory LLC
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|
AR | 0.3 |
|
Synergy Financial Partners LLC
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|
CO | 0.3 |
|
Vaughan and Company Securities Inc
✚
|
NJ | 0.3 |
|
Promontory Financial Planning LLC
✚
|
0.3 | |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Horizon Family Wealth Inc
✚
|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
✚
|
0.3 | |
|
Lubitz Linda S CFP PA
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|
FL | 0.3 |
|
Covington & Associates Inc
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|
NJ | 0.3 |
|
Moser Wealth Advisors LLC
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|
WA | 0.3 |