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Home > Institutional Investor > Heron Bay Capital Management > Profile

Instuitional Investor - Heron Bay Capital Management

Fund Profile
Filing Period:
Fund Name: Heron Bay Capital Management
Portfolio Value $508,248,667
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vontier Corp
 VNT 847,960 $31,289,717 6.16%
2.
Lpl Financial Holdings Inc.
 LPLA 82,515 $30,940,807 6.09%
3.
Consensus Cloud Solutions Inc.
 CCSI 1,178,746 $27,181,883 5.35%
4.
Alphabet Inc.
 GOOGL 142,579 $25,126,704 4.94%
5.
Microsoft Corp
 MSFT 48,865 $24,305,814 4.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)