Union Heritage Capital, LLC
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$2.2B
Holdings
287
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
21.9%
02
$K*
KELLANOVA
Q4 2025: Exited (was 21.0k shares)
2.0%
03
$PCH
POTLATCHDELTIC CORPORATION
Held since at least Q1 2024
1.7%
04
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 40.2k shares)
1.5%
05
$PKG
PACKAGING CORP AMER
Q1 2026: Increased +1089.3% (9.1k → 107.9k shares)
1.4%
06
$AAPL
APPLE INC
Q1 2026: Increased +129.2% (69.7k → 159.8k shares)
1.3%
07
$RYN
RAYONIER INC
Held since at least Q1 2024
1.2%
08
$MSGS
MADISON SQUARE GRDN SPRT COR
Held since at least Q1 2024
1.1%
09
$STLD
STEEL DYNAMICS INC
Held since at least Q1 2024
1.1%
10
$AMZN
AMAZON COM INC
Q1 2026: Increased +300.4% (47.0k → 188.0k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:55 UTC.