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The Analysis of UNIO CAPITAL LLC's Holdings & P&L

Currently, UNIO CAPITAL LLC holds 21 types of securities in its portfolio with a total value $466.4M. In the most recent quarter, they have increased their positions in KLAC (+12.5K shares, valued at $18.4M), MSFT (+29.6K shares, valued at $11.0M), AXP (+34.9K shares, valued at $10.6M); decreased their positions in CB (-32.2K shares, valued at $10.5M), PH (-6.6K shares, valued at $5.9M), COST (-5.9K shares, valued at $5.8M); initiated new positions in KLAC (+12.5K shares, valued at $18.4M), XOM (+1.6K shares, valued at $277.7K).

1M P&L

+13.1M+2.80%

3M P&L

-1.0M-0.22%

HY P&L

+6.8M+1.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Property & Casualty62.7M

12.9%

2Discount Stores49.1M

10.1%

3Consumer Electronics44.9M

9.2%

Top Industries by Stock Count

1Drug Manufacturers - General3 stocks

14.3%

2Credit Services2 stocks

9.5%

3Internet Retail1 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CB CHUBB LTD SWITZ168.7K shares-16.04%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION51.1K shares-10.28%2026-03-312026-05-15

MSFT MICROSOFT CORP121.1K shares32.39%2026-03-312026-05-15

ALPHABET INC ALPHABET INC148.6K shares6.82%2026-03-312026-05-15

AAPL APPLE INC168.2K shares1.93%2026-03-312026-05-15

CTAS CINTAS CORP207.3K shares0.81%2026-03-312026-05-15

ASML ASML HLDG NV23.5K shares-5.97%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC66.2K shares14.37%2026-03-312026-05-15

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LLY ELI LILLY & CO28.0K shares-4.62%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO83.6K shares71.66%2026-03-312026-05-15

MCO MOODYS CORP51.0K shares3.98%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP24.8K shares-21.15%2026-03-312026-05-15

KLAC KLA CORP12.5K sharesnew addition2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC20.7K shares-6.32%2026-03-312026-05-15

AMZN AMAZON COM INC2.9K shares-15.87%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-03-312026-05-15

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ABBV ABBVIE INC1.3K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP796 shares0.00%2026-03-312026-05-15

KO COCA COLA CO3.2K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC383 shares0.00%2026-03-312026-05-15

CHUBB LTD SWITZ

-16.04%

Shares168.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-10.28%

Shares51.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

32.39%

Shares121.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

6.82%

Shares148.6K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

1.93%

Shares168.2K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

0.81%

Shares207.3K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-5.97%

Shares23.5K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

14.37%

Shares66.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-4.62%

Shares28.0K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

71.66%

Shares83.6K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

3.98%

Shares51.0K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-21.15%

Shares24.8K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

New

Shares12.5K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-6.32%

Shares20.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-15.87%

Shares2.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

0.00%

Shares796

Event2026-03-31

Filed2026-05-15

COCA COLA CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares383

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

UNIO CAPITAL LLC Institutional Holdings, Portfolio & P&L — TradeFomo