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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 $432,000,600
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vontier Corp
 VNT 751,357 $25,959,373 6%
2.
Lpl Financial Holdings Inc.
 LPLA 94,262 $21,455,831 4.96%
3.
Warner Bros. Discovery Inc.
 WBD 1,734,003 $19,732,954 4.56%
4.
Schwab Charles Corp
 SCHW 285,757 $19,660,083 4.55%
5.
Consensus Cloud Solutions Inc.
 CCSI 672,193 $17,618,179 4.07%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)