StockDriftsStockDriftsTop 50 Union Heritage Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP COM | 5.85% | 90.3K | $15.8M | +27.71%(+19.60K) | $126.39(+54.15%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW CL A | 5.69% | 121.2K | $15.3M | -23.82%(-37.90K) | $34.50(+377.02%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.42% | 46.9K | $11.9M | -32.77%(-22.85K) | $135.06(+128.52%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING ADS | 3.65% | 29.1K | $9.8M | +117.16%(+15.70K) | $273.46(+58.77%) | 2026-03-31 | |
| AME | AMETEK INC COM | 3.29% | 41.3K | $8.9M | +0.00%(+0) | $132.29(+77.36%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.2% | 41.3K | $8.6M | -12.03%(-5.65K) | $160.09(+51.58%) | 2026-03-31 | |
| ORCL | ORACLE CORP COM | 3.18% | 58.2K | $8.6M | -20.60%(-15.10K) | $75.35(+86.16%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED CL A | 3.18% | 17.1K | $8.6M | -1.31%(-227) | $379.57(+42.10%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS COM | 3.01% | 61.3K | $8.1M | +0.00%(+0) | $60.05(+74.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3% | 21.8K | $8.1M | -45.78%(-18.40K) | $255.24(+52.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.55% |
| Top 20 Holdings Unweighted | +14.73% | +51.03% |
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