# EDGAR Filing Document

**Accession Number:** 0001862428
**File Stem:** 0001376474-25-000886
**Filing Date:** 2025-10
**Character Count:** 9546
**Document Hash:** 0313335dca104987e534f0c84e2c3cf2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001376474-25-000886.hdr.sgml**: 20251030

**ACCESSION NUMBER**: 0001376474-25-000886

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251030

**DATE AS OF CHANGE**: 20251030

**EFFECTIVENESS DATE**: 20251030

**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:** 251435076

**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:** 09-30-2025

**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  10-30-2025<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:** 63

**Form 13F Information Table Value Total:** $308314068

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 2611026 | 19494 | SH |  | SOLE |  | 19494 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 5390483 | 23281 | SH |  | SOLE |  | 23281 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 4902901 | 19882 | SH |  | SOLE |  | 19882 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1925352 | 7920 | SH |  | SOLE |  | 7920 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 10685154 | 48664 | SH |  | SOLE |  | 48664 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3310971 | 9968 | SH |  | SOLE |  | 9968 | 0 | 0 |
| AMETEK INC | COM | 031100100 |  | 7770416 | 41332 | SH |  | SOLE |  | 41332 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 2370480 | 8400 | SH |  | SOLE |  | 8400 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 19910138 | 160890 | SH |  | SOLE |  | 160890 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 3554033 | 9967 | SH |  | SOLE |  | 9967 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 18139332 | 71238 | SH |  | SOLE |  | 71238 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 1152031 | 6155 | SH |  | SOLE |  | 6155 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5990650 | 11916 | SH |  | SOLE |  | 11916 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 3760974 | 11400 | SH |  | SOLE |  | 11400 | 0 | 0 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 954882 | 10126 | SH |  | SOLE |  | 10126 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 |  | 3167744 | 20105 | SH |  | SOLE |  | 20105 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 1519135 | 22650 | SH |  | SOLE |  | 22650 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 5991141 | 63338 | SH |  | SOLE |  | 63338 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 9834175 | 218683 | SH |  | SOLE |  | 218683 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1666134 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 2385663 | 12033 | SH |  | SOLE |  | 12033 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 10010560 | 13120 | SH |  | SOLE |  | 13120 | 0 | 0 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 4078692 | 33271 | SH |  | SOLE |  | 33271 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2021608 | 17930 | SH |  | SOLE |  | 17930 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 227217 | 2047 | SH |  | SOLE |  | 2047 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 1682453 | 20251 | SH |  | SOLE |  | 20251 | 0 | 0 |
| GRACO INC | COM | 384109104 |  | 6176507 | 72699 | SH |  | SOLE |  | 72699 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 301911 | 1070 | SH |  | SOLE |  | 1070 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2042216 | 11014 | SH |  | SOLE |  | 11014 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 9527563 | 30205 | SH |  | SOLE |  | 30205 | 0 | 0 |
| KELLANOVA | COM | 487836108 |  | 1722420 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1158351 | 9316 | SH |  | SOLE |  | 9316 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 5306103 | 10629 | SH |  | SOLE |  | 10629 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 2834318 | 14064 | SH |  | SOLE |  | 14064 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 10431407 | 18339 | SH |  | SOLE |  | 18339 | 0 | 0 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 3692830 | 55191 | SH |  | SOLE |  | 55191 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3826120 | 5210 | SH |  | SOLE |  | 5210 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 21078493 | 40696 | SH |  | SOLE |  | 40696 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 5216113 | 32814 | SH |  | SOLE |  | 32814 | 0 | 0 |
| NEWMARKET CORP | COM | 651587107 |  | 3982034 | 4808 | SH |  | SOLE |  | 4808 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 2278707 | 32679 | SH |  | SOLE |  | 32679 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2082429 | 37528 | SH |  | SOLE |  | 37528 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 13571829 | 72740 | SH |  | SOLE |  | 72740 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 21061220 | 74887 | SH |  | SOLE |  | 74887 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 6901996 | 64020 | SH |  | SOLE |  | 64020 | 0 | 0 |
| PACKAGING CORP AMER | COM | 695156109 |  | 1976843 | 9071 | SH |  | SOLE |  | 9071 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 3832467 | 27289 | SH |  | SOLE |  | 27289 | 0 | 0 |
| POLARIS INC | COM | 731068102 |  | 623793 | 10731 | SH |  | SOLE |  | 10731 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 998790 | 9731 | SH |  | SOLE |  | 9731 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 552674 | 2238 | SH |  | SOLE |  | 2238 | 0 | 0 |
| ROLLINS INC | COM | 775711104 |  | 7682898 | 130795 | SH |  | SOLE |  | 130795 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 319409 | 2096 | SH |  | SOLE |  | 2096 | 0 | 0 |
| SEI INVTS CO | COM | 784117103 |  | 5829195 | 68700 | SH |  | SOLE |  | 68700 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 336218 | 971 | SH |  | SOLE |  | 971 | 0 | 0 |
| SILGAN HLDGS INC | COM | 827048109 |  | 2740855 | 63726 | SH |  | SOLE |  | 63726 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 4805710 | 13000 | SH |  | SOLE |  | 13000 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 3742486 | 13400 | SH |  | SOLE |  | 13400 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 3041266 | 21041 | SH |  | SOLE |  | 21041 | 0 | 0 |
| TORO CO | COM | 891092108 |  | 4226281 | 55463 | SH |  | SOLE |  | 55463 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1442663 | 4178 | SH |  | SOLE |  | 4178 | 0 | 0 |
| VERALTO CORP | COM SHS | 92338C103 |  | 357996 | 3358 | SH |  | SOLE |  | 3358 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 3745407 | 36342 | SH |  | SOLE |  | 36342 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 3853205 | 45970 | SH |  | SOLE |  | 45970 | 0 | 0 |

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