# EDGAR Filing Document

**Accession Number:** 0001862428
**File Stem:** 0000909012-23-000039
**Filing Date:** 2023-2
**Character Count:** 9192
**Document Hash:** ddc1cee548d3379c4fcde95c90fd5000
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000909012-23-000039.hdr.sgml**: 20230224

**ACCESSION NUMBER**: 0000909012-23-000039

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20220930

**FILED AS OF DATE**: 20230224

**DATE AS OF CHANGE**: 20230224

**EFFECTIVENESS DATE**: 20230224

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Union Heritage Capital, LLC
- **CENTRAL INDEX KEY:** 0001862428
- **IRS NUMBER:** 851283046
- **STATE OF INCORPORATION:** MI

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21244
- **FILM NUMBER:** 23666954

**BUSINESS ADDRESS:**
- **STREET 1:** 7 WEST SQUARE LAKE RD.
- **CITY:** BLOOMFIELD HILLS
- **STATE:** MI
- **ZIP:** 48302
- **BUSINESS PHONE:** 248-369-3335

**MAIL ADDRESS:**
- **STREET 1:** 7 WEST SQUARE LAKE RD.
- **CITY:** BLOOMFIELD HILLS
- **STATE:** MI
- **ZIP:** 48302

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2022

**Check here if Amendment** [x] **Amendment Number:** 1

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

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Union Heritage Capital LLC<br>**Address:** 7 WEST SQUARE LAKE RD.<br>BLOOMFIELD HILLS, MI 48302

**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:** Chief Executive Officer<br>**Phone:** 248 369 3335

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

/s/ DEREK BATTS  Bloomfield Hills, MI  02-24-2023<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:** 53

**Form 13F Information Table Value Total:** $150574

      (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 | Common Stock | 002824100 |  | 1548 | 16000 | SH |  | SOLE | 0 | 16000 | 0 | 0 |
| ABBVIE INC COM | Common Stock | 00287Y109 |  | 2644 | 19700 | SH |  | SOLE | 0 | 19700 | 0 | 0 |
| ACCENTURE PLC IRELAND SHS CLASS A | Common Stock | G1151C101 |  | 5017 | 19500 | SH |  | SOLE | 0 | 19500 | 0 | 0 |
| AMAZON COM INC COM | Common Stock | 023135106 |  | 5876 | 52000 | SH |  | SOLE | 0 | 52000 | 0 | 0 |
| AMERICAN EXPRESS CO COM | Common Stock | 025816109 |  | 1079 | 8000 | SH |  | SOLE | 0 | 8000 | 0 | 0 |
| AMETEK INC COM | Common Stock | 031100100 |  | 3935 | 34700 | SH |  | SOLE | 0 | 34700 | 0 | 0 |
| AMGEN INC COM | Common Stock | 031162100 |  | 1893 | 8400 | SH |  | SOLE | 0 | 8400 | 0 | 0 |
| AMPHENOL CORP NEW CL A | Common Stock | 032095101 |  | 4970 | 74000 | SH |  | SOLE | 0 | 74000 | 0 | 0 |
| AON PLC SHS CL A | Common Stock | G0403H108 |  | 2277 | 8500 | SH |  | SOLE | 0 | 8500 | 0 | 0 |
| APPLE INC COM | Common Stock | 037833100 |  | 10227 | 74000 | SH |  | SOLE | 0 | 74000 | 0 | 0 |
| BECTON DICKINSON  CO COM | Common Stock | 075887109 |  | 1114 | 5000 | SH |  | SOLE | 0 | 5000 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Common Stock | 084670702 |  | 2698 | 10105 | SH |  | SOLE | 0 | 10105 | 0 | 0 |
| CANADIAN NATL RY CO COM | Common Stock | 136375102 |  | 927 | 8550 | SH |  | SOLE | 0 | 8550 | 0 | 0 |
| CBRE GROUP INC CL A | Common Stock | 12504L109 |  | 1013 | 15000 | SH |  | SOLE | 0 | 15000 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Common Stock | 192446102 |  | 1723 | 30000 | SH |  | SOLE | 0 | 30000 | 0 | 0 |
| CONOCOPHILLIPS COM | Common Stock | 20825C104 |  | 5602 | 54000 | SH |  | SOLE | 0 | 54000 | 0 | 0 |
| COPART INC COM | Common Stock | 217204106 |  | 7288 | 68500 | SH |  | SOLE | 0 | 68500 | 0 | 0 |
| DANAHER CORPORATION COM | Common Stock | 235851102 |  | 2605 | 10075 | SH |  | SOLE | 0 | 10075 | 0 | 0 |
| EMBECTA CORP COMMON STOCK | Common Stock | 29082K105 |  | 29 | 1000 | SH |  | SOLE | 0 | 1000 | 0 | 0 |
| EXPEDITORS INTL WASH INC COM | Common Stock | 302130109 |  | 2438 | 27612 | SH |  | SOLE | 0 | 27612 | 0 | 0 |
| EXXON MOBIL CORP COM | Common Stock | 30231G102 |  | 1310 | 15000 | SH |  | SOLE | 0 | 15000 | 0 | 0 |
| GLOBAL PMTS INC COM | Common Stock | 37940X102 |  | 1837 | 17000 | SH |  | SOLE | 0 | 17000 | 0 | 0 |
| GRACO INC COM | Common Stock | 384109104 |  | 4197 | 70000 | SH |  | SOLE | 0 | 70000 | 0 | 0 |
| JOHNSON  JOHNSON COM | Common Stock | 478160104 |  | 1490 | 9120 | SH |  | SOLE | 0 | 9120 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 2362 | 22600 | SH |  | SOLE | 0 | 22600 | 0 | 0 |
| KELLOGG CO COM | Common Stock | 487836108 |  | 1463 | 21000 | SH |  | SOLE | 0 | 21000 | 0 | 0 |
| KIMBERLY-CLARK CORP COM | Common Stock | 494368103 |  | 875 | 7695 | SH |  | SOLE | 0 | 7695 | 0 | 0 |
| KYNDRYL HLDGS INC COMMON STOCK | Common Stock | 50155Q100 |  | 7 | 894 | SH |  | SOLE | 0 | 894 | 0 | 0 |
| LILLY ELI  CO COM | Common Stock | 532457108 |  | 3557 | 11000 | SH |  | SOLE | 0 | 11000 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | Common Stock | 539830109 |  | 3477 | 9000 | SH |  | SOLE | 0 | 9000 | 0 | 0 |
| MARSH  MCLENNAN COS INC COM | Common Stock | 571748102 |  | 1791 | 12000 | SH |  | SOLE | 0 | 12000 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Common Stock | 57636Q104 |  | 4919 | 17300 | SH |  | SOLE | 0 | 17300 | 0 | 0 |
| MCCORMICK  CO INC COM NON VTG | Common Stock | 579780206 |  | 3920 | 55000 | SH |  | SOLE | 0 | 55000 | 0 | 0 |
| MICROSOFT CORP COM | Common Stock | 594918104 |  | 8617 | 37000 | SH |  | SOLE | 0 | 37000 | 0 | 0 |
| MORGAN STANLEY COM NEW | Common Stock | 617446448 |  | 2192 | 27747 | SH |  | SOLE | 0 | 27747 | 0 | 0 |
| NEWMARKET CORP COM | Common Stock | 651587107 |  | 1515 | 5000 | SH |  | SOLE | 0 | 5000 | 0 | 0 |
| NIKE INC CL B | Common Stock | 654106103 |  | 2878 | 34500 | SH |  | SOLE | 0 | 34500 | 0 | 0 |
| NOVO-NORDISK A S ADR | American Depository Receipt | 670100205 |  | 1594 | 16000 | SH |  | SOLE | 0 | 16000 | 0 | 0 |
| ORACLE CORP COM | Common Stock | 68389X105 |  | 3786 | 62000 | SH |  | SOLE | 0 | 62000 | 0 | 0 |
| OREILLY AUTOMOTIVE INC COM | Common Stock | 67103H107 |  | 2462 | 3500 | SH |  | SOLE | 0 | 3500 | 0 | 0 |
| PACKAGING CORP AMER COM | Common Stock | 695156109 |  | 863 | 7600 | SH |  | SOLE | 0 | 7600 | 0 | 0 |
| PEPSICO INC COM | Common Stock | 713448108 |  | 3770 | 23095 | SH |  | SOLE | 0 | 23095 | 0 | 0 |
| POLARIS INC COM | Common Stock | 731068102 |  | 815 | 8525 | SH |  | SOLE | 0 | 8525 | 0 | 0 |
| PRICE T ROWE GROUP INC COM | Common Stock | 74144T108 |  | 1365 | 13000 | SH |  | SOLE | 0 | 13000 | 0 | 0 |
| ROLLINS INC COM | Common Stock | 775711104 |  | 3815 | 110000 | SH |  | SOLE | 0 | 110000 | 0 | 0 |
| SEI INVTS CO COM | Common Stock | 784117103 |  | 2896 | 59050 | SH |  | SOLE | 0 | 59050 | 0 | 0 |
| SILGAN HOLDINGS INC COM | Common Stock | 827048109 |  | 2316 | 55100 | SH |  | SOLE | 0 | 55100 | 0 | 0 |
| STRYKER CORPORATION COM | Common Stock | 863667101 |  | 3252 | 16000 | SH |  | SOLE | 0 | 16000 | 0 | 0 |
| TJX COS INC NEW COM | Common Stock | 872540109 |  | 1115 | 17950 | SH |  | SOLE | 0 | 17950 | 0 | 0 |
| TORO CO COM | Common Stock | 891092108 |  | 4021 | 46500 | SH |  | SOLE | 0 | 46500 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Common Stock | 91324P102 |  | 3990 | 7900 | SH |  | SOLE | 0 | 7900 | 0 | 0 |
| WALMART INC COM | Common Stock | 931142103 |  | 1355 | 10450 | SH |  | SOLE | 0 | 10450 | 0 | 0 |
| WELLS FARGO CO NEW COM | Common Stock | 949746101 |  | 1849 | 45970 | SH |  | SOLE | 0 | 45970 | 0 | 0 |

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