Unio Capital LLC
- SEC CIK
- 0001730565
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 54
- No 13F data for Q4 2020
- Portfolio value
- $211.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CICigna Group | Stock | 67,871 | $16.4M | 7.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 55,460 | $13.1M | 6.2% | – | – | History |
| GMGeneral Motors Co | COM | 213,679 | $12.3M | 5.8% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 32,482 | $11.4M | 5.4% | – | – | History |
| VVisa Inc. | Stock | 48,632 | $10.3M | 4.9% | – | – | History |
| BXBlackstone Inc. | COM | 138,153 | $10.3M | 4.9% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 4,701 | $9.70M | 4.6% | – | – | History |
| FASTFastenal Co | Stock | 183,866 | $9.24M | 4.4% | – | – | History |
| ASMLASML Holding NV | ADR | 14,935 | $9.22M | 4.4% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 139,494 | $9.02M | 4.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,729 | $8.44M | 4.0% | – | – | History |
| INTUIntuit Inc. | Stock | 21,969 | $8.41M | 4.0% | – | – | History |
| PHParker-Hannifin Corp | Stock | 26,098 | $8.23M | 3.9% | – | – | History |
| HONHoneywell International Inc | COM | 36,424 | $7.91M | 3.7% | – | – | History |
| CTASCintas Corp | Stock | 22,521 | $7.69M | 3.6% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 10,313 | $7.62M | 3.6% | – | – | History |
| AONAon plc | CL A | 31,376 | $7.22M | 3.4% | – | – | History |
| DISWalt Disney Co | Stock | 37,829 | $6.98M | 3.3% | – | – | History |
| DHRDanaher Corp | Stock | 29,797 | $6.71M | 3.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 30,268 | $6.41M | 3.0% | – | – | History |
| AAPLApple Inc. | Stock | 49,157 | $6.00M | 2.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 12,205 | $2.01M | 0.9% | – | – | History |
| MAMastercard Inc | Stock | 3,500 | $1.25M | 0.6% | – | – | History |
| PPGPPG Industries Inc | Stock | 7,334 | $1.10M | 0.5% | – | – | History |
| CSXCSX Corp | Stock | 10,640 | $1.03M | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,411 | $976.0K | 0.5% | – | – | History |
| VZVerizon Communications Inc | Stock | 16,078 | $935.0K | 0.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 6,895 | $746.0K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 8,841 | $682.0K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 5,642 | $676.0K | 0.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,287 | $597.0K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,937 | $591.0K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 9,460 | $528.0K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 6,692 | $517.0K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,232 | $500.0K | 0.2% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,261 | $466.0K | 0.2% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 3,059 | $431.0K | 0.2% | – | – | History |
| SLFSun Life Financial Inc | COM | 8,510 | $430.0K | 0.2% | – | – | History |
| TUTelus Corp | COM | 21,535 | $429.0K | 0.2% | – | – | History |
| CVSCVS Health Corp | Stock | 5,426 | $408.0K | 0.2% | – | – | History |
| CGNXCognex Corp | COM | 4,687 | $389.0K | 0.2% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 2,266 | $385.0K | 0.2% | – | – | History |
| BNSBank of Nova Scotia | COM | 5,943 | $372.0K | 0.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 770 | $351.0K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,561 | $347.0K | 0.2% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 5,038 | $336.0K | 0.2% | – | – | History |
| KMBKimberly Clark Corp | Stock | 2,386 | $332.0K | 0.2% | – | – | History |
| TRPTC Energy Corp | COM | 7,075 | $324.0K | 0.2% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,200 | $311.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,087 | $270.0K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 6,600 | $255.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 2,500 | $226.0K | 0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 1,175 | $213.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 6,638 | $201.0K | 0.1% | – | – | History |