Unio Capital LLC holds a focused book of 21 stocks worth $466.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Kla Corp and trimmed Chubb Ltd. Their largest long position is Chubb Ltd at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730565/holdings"
Use Arkolith to show UNIO CAPITAL LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Unio Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 27 / 21 | $1.4T |
| STATE STREET CORP | 27 / 21 | $730.7B |
| FMR LLC | 27 / 21 | $459.9B |
| JPMORGAN CHASE & CO | 27 / 21 | $312.4B |
| MORGAN STANLEY | 27 / 21 | $306.3B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 27 / 21 | $238.3B |
| NORTHERN TRUST CORP | 27 / 21 | $184.3B |
| BANK OF AMERICA CORP /DE/ | 27 / 21 | $179.2B |
Ranked by how many of Unio Capital LLC's top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Chubb Ltd Switz COM | $55.0M | 168.7K | 11.8% | ▼−16% Reduced · −32K sh | |
| 2 | Costco Wholesale Corporation COM | $50.9M | 51.1K | 10.9% | ▼−10% Reduced · −6K sh | |
| 3 | Microsoft Corp COM | $44.8M | 121.1K | 9.6% | ▲+32% Added · +30K sh | |
| 4 | Alphabet Inc CAP STK CL A | $42.7M | 148.6K | 9.2% | ▲+6.8% Added · +9K sh | |
| 5 | Apple Inc COM | $42.7M | 168.2K | 9.2% | ▲+1.9% Added · +3K sh | |
| 6 | Cintas Corp COM | $35.1M | 207.3K | 7.5% | ▲+0.8% Added · +2K sh | |
| 7 | ASML Hldg NV N Y REGISTRY SHS | $31.1M | 23.5K | 6.7% | ▼−6.0% Reduced · −1K sh | |
| 8 | Intuitive Surgical Inc COM NEW | $30.5M | 66.2K | 6.5% | ▲+14% Added · +8K sh | |
| 9 | Eli Lilly & Co COM | $25.7M | 28.0K | 5.5% | ▼−4.6% Reduced · −1K sh | |
| 10 | American Express Co COM | $25.3M | 83.6K | 5.4% | ▲+72% Added · +35K sh | |
| 11 | Moodys Corp COM | $22.3M | 51.0K | 4.8% | ▲+4.0% Added · +2K sh | |
| 12 | Parker-Hannifin Corp COM | $22.2M | 24.8K | 4.8% | ▼−21% Reduced · −7K sh | |
| 13 | Kla Corp COM NEW | $18.4M | 12.5K | 4.0% | ▲New New position | |
| 14 | Goldman Sachs Group Inc COM | $17.5M | 20.7K | 3.7% | ▼−6.3% Reduced · −1K sh | |
| 15 | Amazon Com Inc COM | $595K | 2.9K | 0.1% | ▼−16% Reduced · −539 sh | |
| 16 | Johnson & Johnson COM | $464K | 1.9K | 0.1% | —Held | |
| 17 | Abbvie Inc COM | $283K | 1.3K | 0.1% | —Held | |
| 18 | Exxon Mobil Corp COM | $278K | 1.6K | 0.1% | ▲New New position | |
| 19 | McDonalds Corp COM | $247K | 796 | 0.1% | —Held | |
| 20 | Coca Cola Co COM | $243K | 3.2K | 0.1% | —Held | |
| 21 | Alphabet Inc CAP STK CL C | $110K | 383 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.