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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Union Heritage Capital, LLC

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001376474-25-000886

Total Value
$308.3M
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT40,696$21.1M6.84%
2ORACLE CORPORCL-PD74,887$21.1M6.83%
3AMPHENOL CORP NEW032095101160,890$19.9M6.46%
4APPLE INCAAPL71,238$18.1M5.88%
5NVIDIA CORPORATIONNVDA72,740$13.6M4.40%
6AMAZON COM INCAMZN48,664$10.7M3.47%
7MASTERCARD INCORPORATEDMA18,339$10.4M3.38%
8ELI LILLY & COLLY13,120$10.0M3.25%
9COPART INCCPRT218,683$9.8M3.19%
10JPMORGAN CHASE & CO.VYLD30,205$9.5M3.09%
11AMETEK INCAME41,332$7.8M2.52%
12ROLLINS INCROL130,795$7.7M2.49%
13OREILLY AUTOMOTIVE INC67103H10764,020$6.9M2.24%
14GRACO INCGGG72,699$6.2M2.00%
15CONOCOPHILLIPSCOP63,338$6.0M1.94%
16BERKSHIRE HATHAWAY INC DELBRK-A11,916$6.0M1.94%
17SEI INVTS CO78411710368,700$5.8M1.89%
18ABBVIE INCABBV23,281$5.4M1.75%
19LOCKHEED MARTIN CORPLMT10,629$5.3M1.72%
20MORGAN STANLEYMS-PQ32,814$5.2M1.69%
21ACCENTURE PLC IRELANDACN19,882$4.9M1.59%
22STRYKER CORPORATIONSYK13,000$4.8M1.56%
23TORO COTORO55,463$4.2M1.37%
24EXPEDITORS INTL WASH INC30213010933,271$4.1M1.32%
25NEWMARKET CORPNEU4,808$4.0M1.29%
26WELLS FARGO CO NEW94974610145,970$3.9M1.25%
27PEPSICO INCPEP27,289$3.8M1.24%
28META PLATFORMS INCMETA5,210$3.8M1.24%
29BROADCOM INCAVGO11,400$3.8M1.22%
30WALMART INCWMT36,342$3.7M1.21%
31TAIWAN SEMICONDUCTOR MFG LTD87403910013,400$3.7M1.21%
32MCCORMICK & CO INCMKC-V55,191$3.7M1.20%
33AON PLCAON9,967$3.6M1.15%
34AMERICAN EXPRESS COAXP9,968$3.3M1.07%
35CBRE GROUP INCCBRE20,105$3.2M1.03%
36TJX COS INC NEW87254010921,041$3.0M0.99%
37MARSH & MCLENNAN COS INC57174810214,064$2.8M0.92%
38SILGAN HLDGS INCSLGN63,726$2.7M0.89%
39ABBOTT LABSABLZF19,494$2.6M0.85%
40DANAHER CORPORATION23585110212,033$2.4M0.77%
41AMGEN INCAMGN8,400$2.4M0.77%
42NIKE INCNKE32,679$2.3M0.74%
43NOVO-NORDISK A SNONOF37,528$2.1M0.68%
44JOHNSON & JOHNSONJNJ11,014$2.0M0.66%
45EXXON MOBIL CORPXOM17,930$2.0M0.66%
46PACKAGING CORP AMER6951561099,071$2.0M0.64%
47ALPHABET INCGOOG7,920$1.9M0.62%
48KELLANOVABEKE21,000$1.7M0.56%
49GLOBAL PMTS INC37940X10220,251$1.7M0.55%
50COSTCO WHSL CORP NEW22160K1051,800$1.7M0.54%
51COGNIZANT TECHNOLOGY SOLUTIOCTSH22,650$1.5M0.49%
52UNITEDHEALTH GROUP INCUNH4,178$1.4M0.47%
53KIMBERLY-CLARK CORPKMB9,316$1.2M0.38%
54BECTON DICKINSON & COBDX6,155$1.2M0.37%
55PRICE T ROWE GROUP INCTROW9,731$998,7900.32%
56CANADIAN NATL RY CO13637510210,126$954,8820.31%
57POLARIS INCPII10,731$623,7930.20%
58PROGRESSIVE CORP7433151032,238$552,6740.18%
59VERALTO CORPVLTO3,358$357,9960.12%
60SHERWIN WILLIAMS COSHW971$336,2180.11%
61ROSS STORES INCROST2,096$319,4090.10%
62INTERNATIONAL BUSINESS MACHSINTR1,070$301,9110.10%
63GILEAD SCIENCES INCGILD2,047$227,2170.07%