Union Heritage Capital, LLC
Union Heritage Capital, LLC is a Detroit, Michigan-based diversified financial services and investment advisory firm founded in 2021. The company manages public equity, venture capital, and philanthropic investment portfolios. As of 2025, it has approximately $287 million in assets under management and employs a team focused on serving institutional and individual investors by deploying disciplined, value- and growth-oriented strategies in large-cap public equities and other areas.
Investment Strategy
Union Heritage Capital employs a disciplined approach to both value and growth investing through its public equity platform. As a Large Cap Core Manager, the firm utilizes a multi-factor, quantitatively based, bottom-up approach to select its portfolio of companies. Their investment strategy emphasizes combining value and growth metrics and thorough company analysis, with a focus on diversified, long-term capital appreciation. The firm also operates in venture capital and philanthropic investment, reflecting a commitment to both innovation and social impact.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.05% | $20.2M | 40,696 | $265.28 | $497.41 | +$5.0M |
A AAPL | APPLE INC | 5.95% | $17.1M | 83,238 | $130.77 | $205.17 | -$1.4M |
O ORCL | ORACLE CORP | 5.70% | $16.4M | 74,887 | $79.47 | $218.63 | +$5.9M |
A APH | AMPHENOL CORP NEW | 5.53% | $15.9M | 160,890 | $34.92 | $98.75 | +$5.3M |
C CPRT | COPART INC | 3.74% | $10.7M | 218,683 | $31.32 | $49.07 | -$1.6M |