# EDGAR Filing Document

**Accession Number:** 0001862428
**File Stem:** 0001376474-26-000386
**Filing Date:** 2026-5
**Character Count:** 10272
**Document Hash:** e264ef080bd22e11d41e2ff75a65883b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001376474-26-000386.hdr.sgml**: 20260520

**ACCESSION NUMBER**: 0001376474-26-000386

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260520

**DATE AS OF CHANGE**: 20260520

**EFFECTIVENESS DATE**: 20260520

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Union Heritage Capital, LLC
- **CENTRAL INDEX KEY:** 0001862428

**ORGANIZATION NAME:**
- **EIN:** 851283046
- **STATE OF INCORPORATION:** MI

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21244
- **FILM NUMBER:** 261002823

**BUSINESS ADDRESS:**
- **STREET 1:** 2050 15TH STREET
- **CITY:** DETROIT
- **STATE:** MI
- **ZIP:** 48216
- **BUSINESS PHONE:** 248-369-3335

**MAIL ADDRESS:**
- **STREET 1:** 2050 15TH STREET
- **CITY:** DETROIT
- **STATE:** MI
- **ZIP:** 48216

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Union Heritage Capital LLC<br>**Address:** 2050 15TH STREET<br>DETROIT, MI 48216

**Form 13F File Number:** 028-21244

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Derek Batts<br>**Title:** Managing Partner  Chief Investmnent Officer<br>**Phone:** 313-300-0207

**Signature, Place, and Date of Signing:**

Derek Batts  Detroit, MI  05-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $269219024

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| CANADIAN NATL RY CO COM | Common Stock | 136375102 |  | 1040649 | 10126 | SH |  | SOLE |  | 10126 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFACTURING ADS | American Depository Receipt | 874039100 |  | 9834345 | 29100 | SH |  | SOLE |  | 29100 | 0 | 0 |
| ABBOTT LABS COM | Common Stock | 002824100 |  | 2001449 | 19494 | SH |  | SOLE |  | 19494 | 0 | 0 |
| ABBVIE INC COM | Common Stock | 00287Y109 |  | 5063385 | 23281 | SH |  | SOLE |  | 23281 | 0 | 0 |
| ACCENTURE PLC IRELAND SHS CLASS A | Common Stock | G1151C101 |  | 2469900 | 12456 | SH |  | SOLE |  | 12456 | 0 | 0 |
| ALPHABET INC CAPITAL STOCK CL A | Common Stock | 02079K305 |  | 6475851 | 22520 | SH |  | SOLE |  | 22520 | 0 | 0 |
| AMAZON COM INC COM | Common Stock | 023135106 |  | 8604467 | 41314 | SH |  | SOLE |  | 41314 | 0 | 0 |
| AMERICAN EXPRESS CO COM | Common Stock | 025816109 |  | 3015121 | 9968 | SH |  | SOLE |  | 9968 | 0 | 0 |
| AMETEK INC COM | Common Stock | 031100100 |  | 8859928 | 41332 | SH |  | SOLE |  | 41332 | 0 | 0 |
| AMGEN INC COM | Common Stock | 031162100 |  | 2955540 | 8400 | SH |  | SOLE |  | 8400 | 0 | 0 |
| AMPHENOL CORP NEW CL A | Common Stock | 032095101 |  | 15312357 | 121190 | SH |  | SOLE |  | 121190 | 0 | 0 |
| AON PLC SHS CL A | Common Stock | G0403H108 |  | 3217148 | 9967 | SH |  | SOLE |  | 9967 | 0 | 0 |
| APPLE INC COM | Common Stock | 037833100 |  | 11899706 | 46888 | SH |  | SOLE |  | 46888 | 0 | 0 |
| BECTON DICKINSON  CO COM | Common Stock | 075887109 |  | 967751 | 6155 | SH |  | SOLE |  | 6155 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Common Stock | 084670702 |  | 5710147 | 11916 | SH |  | SOLE |  | 11916 | 0 | 0 |
| BROADCOM INC | Common Stock | 11135F101 |  | 6252102 | 20200 | SH |  | SOLE |  | 20200 | 0 | 0 |
| CASEYS GEN STORES INC COM | Common Stock | 147528103 |  | 2860490 | 3930 | SH |  | SOLE |  | 0 | 0 | 3930 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Common Stock | 192446102 |  | 1172951 | 19119 | SH |  | SOLE |  | 19119 | 0 | 0 |
| CBRE GROUP INC CL A | Common Stock | 12504L109 |  | 2723423 | 20105 | SH |  | SOLE |  | 20105 | 0 | 0 |
| CONOCOPHILLIPS COM | Common Stock | 20825C104 |  | 8096616 | 61338 | SH |  | SOLE |  | 61338 | 0 | 0 |
| COSTCO WHOLESALE CORP NEW COM | Common Stock | 22160K105 |  | 1793574 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| DANAHER CORPORATION COM | Common Stock | 235851102 |  | 2281457 | 12033 | SH |  | SOLE |  | 12033 | 0 | 0 |
| ELI LILY  CO COM | Common Stock | 532457108 |  | 7813446 | 8495 | SH |  | SOLE |  | 8495 | 0 | 0 |
| EXPEDITORS INTL WASH INC COM | Common Stock | 302130109 |  | 4765405 | 33271 | SH |  | SOLE |  | 33271 | 0 | 0 |
| EXXON MOBIL CORP COM | Common Stock | 30231G102 |  | 3042004 | 17930 | SH |  | SOLE |  | 17930 | 0 | 0 |
| GLOBAL PMTS INC COM | Common Stock | 37940X102 |  | 1226139 | 18219 | SH |  | SOLE |  | 18219 | 0 | 0 |
| GRACO INC COM | Common Stock | 384109104 |  | 6153970 | 72699 | SH |  | SOLE |  | 72699 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS CORP COM | Common Stock | 459200101 |  | 259357 | 1070 | SH |  | SOLE |  | 1070 | 0 | 0 |
| JOHNSON  JOHNSON COM | Common Stock | 478160104 |  | 2692262 | 11014 | SH |  | SOLE |  | 11014 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 8032039 | 27305 | SH |  | SOLE |  | 27305 | 0 | 0 |
| KIMBERLY-CLARK CORP COM | Common Stock | 494368103 |  | 800990 | 8303 | SH |  | SOLE |  | 8303 | 0 | 0 |
| KLA CORP COM NEW | Common Stock | 482480100 |  | 4152196 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| LOCKHEED MARTIN CORP COM | Common Stock | 539830109 |  | 6288074 | 10404 | SH |  | SOLE |  | 10404 | 0 | 0 |
| MARSH  MCLENNAN COS INC COM | Common Stock | 571748102 |  | 2439401 | 14064 | SH |  | SOLE |  | 14064 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Common Stock | 57636Q104 |  | 8550182 | 17112 | SH |  | SOLE |  | 17112 | 0 | 0 |
| MCCORMICK  CO INC COM NON VTG | Common Stock | 579780206 |  | 2673320 | 53000 | SH |  | SOLE |  | 53000 | 0 | 0 |
| META PLATFORMS INC COM CL A | Common Stock | 30303M102 |  | 3095223 | 5410 | SH |  | SOLE |  | 5410 | 0 | 0 |
| MICROSOFT CORP COM | Common Stock | 594918104 |  | 8068225 | 21796 | SH |  | SOLE |  | 21796 | 0 | 0 |
| MORGAN STANLEY COM STK | Common Stock | 617446448 |  | 5400200 | 32814 | SH |  | SOLE |  | 32814 | 0 | 0 |
| NEWMARKET CORP COM | Common Stock | 651587107 |  | 3081688 | 4808 | SH |  | SOLE |  | 4808 | 0 | 0 |
| NEXTERA ENERGY INC COM | Common Stock | 65339F101 |  | 2089800 | 22500 | SH |  | SOLE |  | 0 | 0 | 22500 |
| NIKE INC CL B | Common Stock | 654106103 |  | 1023652 | 19380 | SH |  | SOLE |  | 19380 | 0 | 0 |
| NVIDIA CORP COM | Common Stock | 67066G104 |  | 15755296 | 90340 | SH |  | SOLE |  | 90340 | 0 | 0 |
| ORACLE CORP COM | Common Stock | 68389X105 |  | 8559890 | 58187 | SH |  | SOLE |  | 58187 | 0 | 0 |
| O REILLY AUTOMOTIVE INC COM | Common Stock | 67103H107 |  | 5909686 | 64020 | SH |  | SOLE |  | 64020 | 0 | 0 |
| PACKAGING CORP AMER COM | Common Stock | 695156109 |  | 1925048 | 9071 | SH |  | SOLE |  | 9071 | 0 | 0 |
| PEPSICO INC COM | Common Stock | 713448108 |  | 4237709 | 27289 | SH |  | SOLE |  | 27289 | 0 | 0 |
| POLARIS INC COM | Common Stock | 731068102 |  | 584840 | 10731 | SH |  | SOLE |  | 10731 | 0 | 0 |
| T ROWE PRICE GROUP INC COM | Common Stock | 74144T108 |  | 877152 | 9731 | SH |  | SOLE |  | 9731 | 0 | 0 |
| ROLLINS INC COM | Common Stock | 775711104 |  | 6985761 | 130795 | SH |  | SOLE |  | 130795 | 0 | 0 |
| ROSS STORES INC COM | Common Stock | 778296103 |  | 170271 | 786 | SH |  | SOLE |  | 0 | 0 | 786 |
| SEI INVTS CO COM | Common Stock | 784117103 |  | 5390889 | 68700 | SH |  | SOLE |  | 68700 | 0 | 0 |
| SHERWIN-WILLIAMS CO COM | Common Stock | 824348106 |  | 311254 | 971 | SH |  | SOLE |  | 971 | 0 | 0 |
| SILGAN HOLDINGS INC COM | Common Stock | 827048109 |  | 2263398 | 58335 | SH |  | SOLE |  | 58335 | 0 | 0 |
| STRYKER CORPORATION COM | Common Stock | 863667101 |  | 4271670 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| TJX COS INC NEW COM | Common Stock | 872540109 |  | 3051707 | 19109 | SH |  | SOLE |  | 19109 | 0 | 0 |
| TORO CO COM | Common Stock | 891092108 |  | 4948863 | 52963 | SH |  | SOLE |  | 52963 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Common Stock | 91324P102 |  | 999018 | 3692 | SH |  | SOLE |  | 3692 | 0 | 0 |
| VERALTO CORP COM | Common Stock | 92338C103 |  | 296914 | 3358 | SH |  | SOLE |  | 3358 | 0 | 0 |
| WALMART INC COM | Common Stock | 931142103 |  | 4516584 | 36342 | SH |  | SOLE |  | 36342 | 0 | 0 |
| WATERS CORP COM | Common Stock | 941848103 |  | 247472 | 831 | SH |  | SOLE |  | 0 | 0 | 831 |
| WELLS FARGO CO NEW COM | Common Stock | 949746101 |  | 3659672 | 45970 | SH |  | SOLE |  | 45970 | 0 | 0 |

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