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CIK: 0001730565
Total reported value
$526.2M
$526.2M
25 檔
46.5%
In Q4 2025, Unio Capital LLC's U.S. equity holdings reached a combined market value of $526.2M, distributed across 25 disclosed stock positions.
In Q4 2025, Unio Capital LLC displayed an active expansion posture, initiating 4 new positions and adding to 10 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CB, COST, AAPL) accounted for 46.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 11.80% | -0.85% | +27.53% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 9.24% | -1.87% | +42.44% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.44% | -0.03% | +38.24% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.32% | -1.19% | +38.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.19% | +0.67% | -4.73% | |
| 6 | SAP | Sap Se-sponsored Adr | Stock-Tech | 7.35% | — | +118.66% | |
| 7 | CTAS | Cintas CORP | Stock-Industrials | 7.28% | -0.80% | +83.64% | |
| 8 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 6.17% | -1.42% | +17.66% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.93% | +0.84% | -7.85% | |
| 10 | PH | Parker Hannifin CORP | Stock-Industrials | 5.19% | -0.19% | +12.89% | |
| 11 | ASML | ASML Holding N.V. | Stock-Tech | 5.04% | +2.13% | +53.81% | |
| 12 | MCO | Moody's CORP | Stock-Financials | 4.71% | -0.37% | — | |
| 13 | IT | Gartner Inc | Stock-Tech | 4.66% | — | +27.10% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.65% | +0.17% | — | |
| 15 | AXP | American Express Co | Stock-Financials | 3.39% | -0.04% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | -0.90% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 0.09% | — | -97.86% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.03% | — | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.06% | — | — | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.06% | -0.06% | EXIT | |
| 21 | CI | THE Cigna Group | Stock-Healthcare | 0.05% | — | -99.41% | |
| 22 | GE | General Electric | Stock-Industrials | 0.05% | — | -98.89% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.05% | -0.05% | EXIT | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | +0.01% | -50.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SAP | Sap Se-sponsored Adr | +2.7% | +118.66% | Add |
| 2 | CTAS | Cintas CORP | +1.8% | +83.64% | Add |
| 3 | ASML | ASML Holding N.V. | +1.3% | +53.81% | Add |
| 4 | CB | Chubb Limited | +1.2% | +27.53% | Add |
| 5 | AAPL | Apple Inc | +1.2% | +38.24% | Add |
| 6 | ISRG | Intuitive Surgical Inc | +0.9% | +17.66% | Add |
| 7 | COST | Costco Wholesale CORP | +0.4% | +42.44% | Add |
| 8 | PH | Parker Hannifin CORP | +0.2% | +12.89% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +38.14% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | -7.85% | Trim |
| 11 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 12 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 13 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 14 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 15 | GOOG | Alphabet Inc-cl C | 0% | -50.20% | Trim |
| 16 | AMZN | Amazon.com Inc | 0% | -0.90% | Trim |
| 17 | IT | Gartner Inc | -0.2% | +27.10% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | -0.3% | -4.73% | Trim |
| 19 | ADI | Analog Devices Inc | -4.8% | -97.86% | Trim |
| 20 | GE | General Electric | -5.2% | -98.89% | Trim |
| 21 | CI | THE Cigna Group | -11.2% | -99.41% | Trim |
| 22 | MCO | Moody's CORP | — | NEW | New buy |
| 23 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 24 | AXP | American Express Co | — | NEW | New buy |
| 25 | MA | Mastercard Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, Unio Capital LLC reported a total U.S. public equity portfolio value of $526.2M across 25 disclosed positions in Q4 2025.
During Q4 2025, Unio Capital LLC's top holdings by market value included CB (11.8%)、COST (9.2%)、AAPL (8.4%). The largest single position, CB, represented 11.8% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MCO
市值: $25.1M
Top Position Liquidated / Trimmed
CI
前期市值: $47.4M
In Q4 2025, Unio Capital LLC made 21 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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