Derek Batts Portfolio
Invests via Union Heritage Capital LLC | Managed by Derek T. Batts
Invests via Union Heritage Capital LLC
Managed by Derek T. Batts
Automatically Tracked
Derek Batts Profile
With a diverse background in technology and finance, Derek Batts has established himself as a significant force in the venture capital landscape. His career reflects a unique blend of entrepreneurial spirit and operational expertise, evidenced by his successful tenure leading startup initiatives that leverage innovative tech solutions. As an investor-operator, he plays an instrumental role in guiding emerging companies through growth stages, focusing on scalable business models and market expansion strategies. With strong ties to both industry leaders and nascent ventures, Batts is adept at bridging gaps between vision and execution within competitive markets.
With a diverse background in technology and finance, Derek Batts has established himself as a significant force in the venture capital landscape. His career reflects a unique blend of entrepreneurial spirit and operational expertise, evidenced by his successful tenure leading startup initiatives that leverage innovative tech solutions. As an investor-operator, he plays an instrumental role in guiding emerging companies through growth stages, focusing on scalable business models and market expansion strategies. With strong ties to both industry leaders and nascent ventures, Batts is adept at bridging gaps between vision and execution within competitive markets.
Investment Philosophy & Strategy
Transformative investment opportunities often arise in technology-driven sectors, and Derek Batts embodies a forward-thinking approach to venture capital. His keen eye for innovative solutions allows him to identify promising startups with the potential for substantial market disruption. Leveraging his extensive experience as both an investor and operator, he emphasizes scalable business models that drive long-term growth. A collaborative mindset enables strong partnerships with founders, aligning vision with actionable strategies. By fostering environments conducive to development and agility, he positions investments to capitalize on emerging trends while navigating competitive landscapes effectively.
Transformative investment opportunities often arise in technology-driven sectors, and Derek Batts embodies a forward-thinking approach to venture capital. His keen eye for innovative solutions allows him to identify promising startups with the potential for substantial market disruption. Leveraging his extensive experience as both an investor and operator, he emphasizes scalable business models that drive long-term growth. A collaborative mindset enables strong partnerships with founders, aligning vision with actionable strategies. By fostering environments conducive to development and agility, he positions investments to capitalize on emerging trends while navigating competitive landscapes effectively.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
47.04%
Gain -1.17%
Monthly
0.88%
Yearly
11.07%
Drawdown
17.08%
$303.33M
Equity
Holdings
$303.33M
Investment
$185.63M
$142.71M
Profit -$3.47M
Realized
$25.01M
Unrealized
$117.69M
Dividends
$15.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.17%
Profit
-$3.47M
Win %
69%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$3.47M
Win %
69%
This Month
Compared to last month
Gain
-1.55%
Profit
-$4.79M
Win %
69%
This Year
Compared to last year
Gain
8.09%
Profit
$22.69M
Win %
67%
ACN Accenture plc Class A
+6.05%
+$138,573 
GOOGL Alphabet Inc
+3.22%
+$288,802.8 
GOOG Alphabet Inc
+3.06%
+$60,277.5 
AON Aon plc
+2.91%
+$87,908.94 
BDX Becton, Dickinson and Company
+2.85%
+$31,144.24 
META Meta Platforms Inc Class A
+2.71%
+$95,053.7 
IBM International Business Machines Corporation
+2.4%
+$6,259.5 
VLTO Veralto Corporation
+2.32%
+$7,320.44 
SYK Stryker Corporation
+2.3%
+$82,420 
GPN Global Payments Inc.
+2.17%
+$34,980.48 
MRSH Marsh & McLennan Companies, Inc.
+2.04%
+$50,630.4 
MSFT Microsoft Corp.
+1.97%
+$213,164.88 
LLY Eli Lilly and Company
+1.92%
+$182,217.75 
WMT Walmart Inc.
+1.8%
+$70,140.06 
ABBV AbbVie Inc.
+1.78%
+$106,626.98 
ROL Rollins, Inc.
+1.71%
+$48,787.03 
ORLY O'Reilly Automotive Inc.
+1.63%
+$89,628 
DHR Danaher Corporation
+1.58%
+$38,024.28 
COST Costco Wholesale Corporation
+1.56%
+$25,452 
UNH UnitedHealth Group Incorporated
+1.2%
+$16,798.6 
ABT Abbott Laboratories
+1.11%
+$10,859.3 
AMGN Amgen Inc.
+1.1%
+$34,860 
SLGN Silgan Holdings Inc.
+1.09%
+$24,500.7 
LMT Lockheed Martin Corporation
+1.01%
+$55,037.16 
TTC The Toro Company
+1%
+$49,255.59 
CASY Casey's General Stores Inc.
+0.98%
+$23,619.42 
AXP American Express Company
+0.95%
+$30,701.44 
KMB Kimberly-Clark Corporation
+0.95%
+$7,721.79 
MA Mastercard Incorporated
+0.92%
+$90,009.63 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$54,098.64 
PII Polaris Inc.
+0.67%
+$4,185.09 
EXPD Expeditors International of Washington, Inc.
+0.54%
+$34,601.51 
WAT Waters Corporation
+0.42%
+$1,421.01 
SHW The Sherwin-Williams Company
+0.37%
+$1,155.49 
JNJ Johnson & Johnson
+0.28%
+$8,260.5 
CBRE CBRE Group Inc.
+0.27%
+$4,447.9 
AAPL Apple Inc.
+0.22%
+$34,228.71 
CDNMF EGR Exploration Ltd.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.27 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KLAC KLA Corporation
-6.39%
-$325,710 
APH Amphenol Corporation
-6.35%
-$2.58M 
INTC Intel Corporation
-5.59%
-$40,537.5 
MU Micron Technology, Inc.
-5.25%
-$180,585.75 
AVGO Broadcom Inc.
-4.77%
-$348,854 
ORCL Oracle Corporation
-3.75%
-$251,587.81 
MS Morgan Stanley
-3.63%
-$255,292.92 
AME Ametek Inc.
-3.39%
-$338,509.08 
NVDA NVIDIA Corporation
-3.35%
-$661,288.8 
MKC McCormick & Company, Incorporated
-1.81%
-$37,107 
WFC Wells Fargo & Company
-1.75%
-$72,632.6 
JPM JPMorgan Chase & Co.
-1.71%
-$166,287.45 
SEIC SEI Investments Company
-1.3%
-$95,493 
AMZN Amazon.com Inc
-1.25%
-$124,625.04 
NEU NewMarket Corporation
-0.84%
-$35,867.68 
NEE NextEra Energy, Inc.
-0.81%
-$15,075 
XOM Exxon Mobil Corporation
-0.55%
-$16,405.95 
COP ConocoPhillips
-0.49%
-$41,710.45 
PKG Packaging Corporation of America
-0.49%
-$10,522.36 
TROW T. Rowe Price Group, Inc.
-0.43%
-$4,476.26 
ROST Ross Stores, Inc.
-0.3%
-$550.2 
GGG Graco Inc.
-0.18%
-$10,005.04 
TJX The TJX Companies, Inc.
-0.02%
-$477.73 Events
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Dividends
Dividend Analysis
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| Trades 281 | Longs Won 185/281 65% | Profit Factor 8.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.06M |
| Average Win $869,850.21 | Best Trade (Sep 03) $65.77M | Sharpe Ratio -10.38 |
| Average Loss -$189,745.99 | Worst Trade (Sep 10) -$1.71M | Z-Score 2.54 (98.88%) |
| Commissions $0 | Avg. Trade Length 2y 9m 1w 2d | Expectancy $507,852.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 1,597 | 1,438 | 1,278 | 1,118 | 958 | 799 | 639 | 479 | 319 | 160 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 46,888 | $6.46M | $15.61M | - | $9.15M | 141.65% | +0.22% |
| ABBV AbbVie Inc. | 23,281 | $2.78M | $6.09M | - | $3.31M | 118.84% | +1.781% |
| ABT Abbott Laboratories | 9,610 | $1.13M | $990,598.8 | - | -$139,470.67 | -12.34% | +1.108% |
| ACN Accenture plc Class A | 12,456 | $3.71M | $2.43M | - | -$1.28M | -34.59% | +6.049% |
| AME Ametek Inc. | 41,332 | $5.65M | $9.66M | - | $4.01M | 71.09% | -3.386% |
| AMGN Amgen Inc. | 8,400 | $2.09M | $3.2M | - | $1.11M | 53.33% | +1.1% |
| AMZN Amazon.com Inc | 38,824 | $6.23M | $9.84M | - | $3.62M | 58.05% | -1.25% |
| AON Aon plc | 9,967 | $2.52M | $3.1M | - | $586,252.96 | 23.28% | +2.914% |
| APH Amphenol Corporation | 484,760 | $4.32M | $38.1M | - | $33.78M | 782.69% | -6.351% |
| AVGO Broadcom Inc. | 20,200 | $4.63M | $6.96M | - | $2.33M | 50.32% | -4.771% |
| AXP American Express Company | 9,968 | $1.58M | $3.27M | - | $1.69M | 106.84% | +0.949% |
| BDX Becton, Dickinson and Company | 6,155 | $1.16M | $1.13M | - | -$33,874.5 | -2.92% | +2.845% |
| BRK-B Berkshire Hathaway Inc. | 11,916 | $3.34M | $6.14M | - | $2.79M | 83.53% | +0.89% |
| CASY Casey's General Stores Inc. | 3,930 | $2.86M | $2.44M | - | -$418,073.6 | -14.62% | +0.976% |
| CBRE CBRE Group Inc. | 11,705 | $1.03M | $1.65M | - | $619,867.3 | 60.23% | +0.27% |
| CDNMF EGR Exploration Ltd. | 10,126 | $1,743.62 | $1,012.6 | - | -$731.02 | -41.93% | 0.0 |
| COP ConocoPhillips | 61,338 | $4.06M | $8.38M | - | $4.32M | 106.39% | -0.495% |
| COST Costco Wholesale Corporation | 1,800 | $1.7M | $1.65M | - | -$48,366 | -2.84% | +1.563% |
| DHR Danaher Corporation | 12,033 | $2.5M | $2.45M | - | -$52,998.32 | -2.12% | +1.579% |
| EXPD Expeditors International of Washington, Inc. | 33,271 | $3.66M | $6.44M | - | $2.78M | 75.96% | +0.54% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Derek Batts?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $6.9M, Microsoft Corp - $5.04M, Copart Inc - $4.57M, Amphenol Corporation - $4.23M, and Eli Lilly and Company - $3.93M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nike, Inc. - Class B - $1.83M, Global Payments Inc - $285,342.91, Cognizant Technology Solutions Corporation - $263,539.83, Cracker Barrel Old Country Store, Inc - $216,564.33, and Deluxe Corporation - $216,000. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Derek Batts's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.53M earned over time. The largest contributors to dividend income include ConocoPhillips - $1.07M, AbbVie Inc - $725,295.2, PepsiCo, Inc - $678,257.93, JPMorgan Chase & Co - $677,618, and Lockheed Martin Corporation - $633,401.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Derek Batts's monthly returns?
Derek Batts's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Derek Batts's strategy be considered aggressive or moderate?
Derek Batts's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Derek Batts's strategy?
Derek Batts's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
