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| Union Heritage Capital
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|---|---|
| CRD # | 309768 |
| SEC # | 801-119126 |
| CIK # | 0001862428 |
| AUM | 295.2 M (2026-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Nvidia Corp | 15.8 | ||
| Amphenol Corp /DE/ | 15.3 | ||
| Apple Inc | 11.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.8 | ||
| Ametek INC/ | 8.9 | ||
| Amazon Com Inc | 8.6 | ||
| Oracle Corp | 8.6 | ||
| Mastercard Inc | 8.6 | ||
| Conocophillips | 8.1 | ||
| Microsoft Corp | 8.1 | ||
| J P Morgan Chase & Co | 8.0 | ||
| Lilly Eli & Co | 7.8 | ||
| Rollins Inc | 7.0 | ||
| Alphabet Inc | 6.5 | ||
| Lockheed Martin Corp | 6.3 | ||
| Broadcom Inc | 6.3 | ||
| Graco Inc | 6.2 | ||
| O Reilly Automotive Inc | 5.9 | ||
| Morgan Stanley | 5.4 | ||
| SEI Investments Co | 5.4 | ||
| AbbVie Inc | 5.1 | ||
| Toro Co | 4.9 | ||
| Expeditors International of Washington Inc | 4.8 | ||
| Wal Mart Stores Inc | 4.5 | ||
| Stryker Corp | 4.3 | ||
| PepsiCo Inc | 4.2 | ||
| KLA Tencor Corp | 4.2 | ||
| Wells Fargo & Co/MN | 3.7 | ||
| Aon Corp | 3.2 | ||
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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 | 295.2 |
| (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 | 295.2 |
| By Discretionary | ||
| Discretionary | 3 | 295.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 295.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.2 | |
| Total | 3 | 295.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001862428] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Palatine Hill LLC
✚
|
MI | 295.9 M |
|
Orchid Advisory LLC
✚
|
TX | 295.7 M |
|
Square Advisors LLC
✚
|
295.5 M | |
|
Huber Weakland & Associates Inc
✚
|
MD | 295.3 M |
|
Douglas Capital Management Inc
✚
|
FL | 295.2 M |
|
Marmo Financial Group LLC
✚
|
TN | 295.2 M |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 294.9 M |
|
Pilgrims Capital Advisors Inc
✚
|
MI | 294.9 M |
|
Madison Park Capital Advisors LLC
✚
|
WA | 294.8 M |
|
Wall Capital Group Inc
✚
|
AZ | 294.7 M |