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

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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.

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.

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:

22.12%

Gain +0.66%

Monthly

0.65%

Yearly

8.08%

Drawdown

13.24%

$296.16M

Equity

Holdings

$296.16M

Investment

$196.05M

$125.47M

Profit +$2.44M

Realized

$25.36M

Unrealized

$100.11M

Dividends

$14.87M

Goals

Avg. 45% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

90%

Today

Compared To Yesterday

Gain

0.66%

Profit

$2.44M

Win %

70%

This Week

Compared To Last Week

Gain

0.83%

Profit

$2.44M

Win %

70%

This Month

Compared to last month

Gain

0.51%

Profit

$1.5M

Win %

70%

This Year

Compared to last year

Gain

-1.96%

Profit

-$5.21M

Win %

69%

Gainers
Losers

ORCL Oracle Corporation

+5.15%

+$552,194.63

META Meta Platforms Inc Class A

+4.34%

+$133,194.31

AXP American Express Company

+3.64%

+$118,220.48

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+3.27%

+$402,744

AMZN Amazon.com Inc

+2.99%

+$294,568.82

GOOGL Alphabet Inc

+2.61%

+$211,688.23

AVGO Broadcom Inc.

+2.22%

+$171,396.86

NVDA NVIDIA Corporation

+2.14%

+$397,044.3

MS Morgan Stanley

+2.1%

+$147,171.02

GPN Global Payments Inc.

+1.99%

+$24,504.56

MSFT Microsoft Corp.

+1.94%

+$164,777.98

APH Amphenol Corporation

+1.9%

+$354,480.75

AAPL Apple Inc.

+1.77%

+$241,942.08

NKE Nike, Inc. - Class B

+1.52%

+$13,275.3

SHW The Sherwin-Williams Company

+1.5%

+$4,631.67

PII Polaris Inc.

+1.5%

+$11,428.51

AME Ametek Inc.

+1.39%

+$130,609.12

CBRE CBRE Group Inc.

+1.12%

+$30,157.5

SEIC SEI Investments Company

+1.04%

+$64,049.01

SLGN Silgan Holdings Inc.

+1.03%

+$24,500.7

BRK-B Berkshire Hathaway Inc.

+1%

+$58,388.4

PKG Packaging Corporation of America

+0.86%

+$17,869.87

TROW T. Rowe Price Group, Inc.

+0.68%

+$7,207.75

PEP PepsiCo, Inc.

+0.59%

+$23,195.65

GGG Graco Inc.

+0.56%

+$30,533.58

KMB Kimberly-Clark Corporation

+0.47%

+$3,982.12

AMGN Amgen Inc.

+0.28%

+$8,463

JPM JPMorgan Chase & Co.

+0.28%

+$24,301.45

WFC Wells Fargo & Company

+0.21%

+$8,274.6

TTC The Toro Company

+0.21%

+$10,062.97

MA Mastercard Incorporated

+0.2%

+$16,598.47

VLTO Veralto Corporation

+0.11%

+$319.01

KLAC KLA Corporation

+0.02%

+$1,692

COP ConocoPhillips

-4.5%

-$322,944.57

XOM Exxon Mobil Corporation

-4.31%

-$113,496.9

CASY Casey's General Stores Inc.

-3.4%

-$119,707.8

CTSH Cognizant Technology Solutions Corporation

-2.68%

-$26,766.6

ABBV AbbVie Inc.

-2.29%

-$121,177.6

IBM International Business Machines Corporation

-1.8%

-$5,259.04

CNI Canadian National Railway Company

-1.79%

-$21,568.38

JNJ Johnson & Johnson

-1.69%

-$44,826.98

EXPD Expeditors International of Washington, Inc.

-1.51%

-$84,009.27

LMT Lockheed Martin Corporation

-1.37%

-$77,197.68

MKC McCormick & Company, Incorporated

-1.06%

-$27,560

TJX The TJX Companies, Inc.

-1.06%

-$34,014.02

SYK Stryker Corporation

-1.04%

-$42,249.87

MRSH Marsh & McLennan Companies, Inc.

-1%

-$23,768.16

ROST Ross Stores, Inc.

-1%

-$1,886.4

AON Aon plc

-0.83%

-$27,708.26

WMT Walmart Inc.

-0.7%

-$30,890.74

ROL Rollins, Inc.

-0.7%

-$43,162.35

ACN Accenture plc Class A

-0.68%

-$14,448.96

NEU NewMarket Corporation

-0.64%

-$25,674.72

ORLY O'Reilly Automotive Inc.

-0.6%

-$34,942.12

LLY Eli Lilly and Company

-0.33%

-$32,026.15

COST Costco Wholesale Corporation

-0.29%

-$5,075.96

ABT Abbott Laboratories

-0.23%

-$3,996.27

WAT Waters Corporation

-0.22%

-$644.02

UNH UnitedHealth Group Incorporated

-0.17%

-$2,621.28

BDX Becton, Dickinson and Company

-0.17%

-$1,538.75

DHR Danaher Corporation

-0.08%

-$1,804.95

NEE NextEra Energy, Inc.

-0.05%

-$900

Events

Dividends

Dividend Analysis

No Data

Trades 270	Longs Won 179/270 66%	Profit Factor 7.92
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.28M
Average Win $802,275.88	Best Trade (Jun 15) $13.4M	Sharpe Ratio -9.99
Average Loss -$199,264.81	Worst Trade (Jun 11) -$2.1M	Z-Score 3.39 (99.93%)
Commissions $0	Avg. Trade Length 2y 7m 2w 5d	Expectancy $464,719.57

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	1,486	1,337	1,189	1,040	892	743	594	446	297	149