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:
34.22%
Gain -1.29%
Monthly
0.78%
Yearly
9.73%
Drawdown
17.08%
$281.07M
Equity
Holdings
$281.07M
Investment
$187.05M
$119.3M
Profit -$3.54M
Realized
$25.29M
Unrealized
$94.02M
Dividends
$15.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.29%
Profit
-$3.54M
Win %
68%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.56M
Win %
68%
This Month
Compared to last month
Gain
-0.02%
Profit
-$42,239.65
Win %
68%
This Year
Compared to last year
Gain
8.49%
Profit
$21.97M
Win %
67%
GPN Global Payments Inc.
+6.03%
+$85,447.11 
AVGO Broadcom Inc.
+2.93%
+$219,170.2 
GOOGL Alphabet Inc
+2.3%
+$179,597.23 
AMZN Amazon.com Inc
+2.01%
+$205,330.58 
MSFT Microsoft Corp.
+2%
+$171,534.3 
COP ConocoPhillips
+1.55%
+$109,181.64 
IBM International Business Machines Corporation
+1.52%
+$3,450.75 
MKC McCormick & Company, Incorporated
+1.51%
+$41,340 
NEU NewMarket Corporation
+1.17%
+$43,368.16 
ABT Abbott Laboratories
+1.12%
+$21,930.75 
XOM Exxon Mobil Corporation
+1%
+$26,536.4 
ROST Ross Stores, Inc.
+0.95%
+$1,748.85 
META Meta Platforms Inc Class A
+0.88%
+$30,620.55 
CASY Casey's General Stores Inc.
+0.61%
+$20,593.16 
NVDA NVIDIA Corporation
+0.6%
+$110,214.8 
TJX The TJX Companies, Inc.
+0.58%
+$17,007.01 
APH Amphenol Corporation
+0.46%
+$84,833 
MA Mastercard Incorporated
+0.4%
+$37,475.62 
ACN Accenture plc Class A
+0.36%
+$6,477.12 
LMT Lockheed Martin Corporation
+0.29%
+$15,189.84 
SYK Stryker Corporation
+0.28%
+$11,570 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$5,719.68 
AMGN Amgen Inc.
+0.08%
+$2,352 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.51%
-$258,350.28 
AAPL Apple Inc.
-2.84%
-$444,966.65 
WAT Waters Corporation
-2.33%
-$7,138.28 
PEP PepsiCo, Inc.
-1.94%
-$72,588.47 
MS Morgan Stanley
-1.93%
-$136,178.1 
PKG Packaging Corporation of America
-1.82%
-$38,461.04 
SLGN Silgan Holdings Inc.
-1.81%
-$49,876.43 
CBRE CBRE Group Inc.
-1.78%
-$50,363.03 
ORLY O'Reilly Automotive Inc.
-1.48%
-$81,305.4 
EXPD Expeditors International of Washington, Inc.
-1.44%
-$87,835.44 
WMT Walmart Inc.
-1.42%
-$59,055.75 
BDX Becton, Dickinson and Company
-1.33%
-$12,956.27 
SHW The Sherwin-Williams Company
-1.25%
-$4,029.65 
NKE Nike, Inc. - Class B
-1.21%
-$10,271.4 
GGG Graco Inc.
-1.17%
-$63,248.13 
UNH UnitedHealth Group Incorporated
-1.15%
-$18,090.79 
KLAC KLA Corporation
-1.11%
-$66,834 
NEE NextEra Energy, Inc.
-0.99%
-$19,800 
DHR Danaher Corporation
-0.91%
-$22,381.38 
LLY Eli Lilly and Company
-0.91%
-$91,023.84 
PII Polaris Inc.
-0.87%
-$6,867.84 
MRSH Marsh & McLennan Companies, Inc.
-0.87%
-$22,221.12 
JNJ Johnson & Johnson
-0.86%
-$24,120.58 
WFC Wells Fargo & Company
-0.84%
-$33,787.95 
AON Aon plc
-0.82%
-$30,050.51 
ROL Rollins, Inc.
-0.82%
-$48,394.15 
TTC The Toro Company
-0.59%
-$29,659.28 
AXP American Express Company
-0.54%
-$19,238.14 
COST Costco Wholesale Corporation
-0.46%
-$7,848 
VLTO Veralto Corporation
-0.43%
-$1,343.2 
JPM JPMorgan Chase & Co.
-0.32%
-$29,489.67 
CTSH Cognizant Technology Solutions Corporation
-0.31%
-$2,676.66 
TROW T. Rowe Price Group, Inc.
-0.31%
-$3,551.82 
ABBV AbbVie Inc.
-0.27%
-$15,831.31 
SEIC SEI Investments Company
-0.23%
-$15,801 
AME Ametek Inc.
-0.22%
-$21,905.96 
KMB Kimberly-Clark Corporation
-0.08%
-$747.27 Events
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Dividends
Dividend Analysis
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| Trades 270 | Longs Won 177/270 65% | Profit Factor 7.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $776,193.34 | Best Trade (Jul 24) $13.48M | Sharpe Ratio -10.53 |
| Average Loss -$194,448.94 | Worst Trade (Jul 19) -$1.85M | Z-Score 2.1 (96.45%) |
| Commissions $0 | Avg. Trade Length 2y 8m 1w 2d | Expectancy $441,861 |
| 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% | <0.01% |
| Consecutive Losing Trades | 1,445 | 1,301 | 1,156 | 1,012 | 867 | 723 | 578 | 434 | 289 | 145 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $6.88M, Microsoft Corp - $5.02M, Copart Inc - $4.57M, Amphenol Corporation - $4.23M, and Eli Lilly and Company - $3.92M. 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 - $539,307.44, Global Payments Inc - $285,342.91, Amazon.com Inc - $281,477.89, 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 $15.13M earned over time. The largest contributors to dividend income include ConocoPhillips - $1.01M, AbbVie Inc - $685,019.07, PepsiCo, Inc - $683,584.31, JPMorgan Chase & Co - $636,660.5, 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.
