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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 $1,103,565,207
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Consensus Cloud Solutions Inc.
 CCSI 1,836,854 $70,075,980 6.35%
2.
Lpl Financial Holdings Inc.
 LPLA 235,259 $66,267,683 6%
3.
Amazon Com Inc
 AMZN 251,562 $59,957,318 5.43%
4.
Vontier Corp
 VNT 1,925,164 $55,829,742 5.06%
5.
Schwab Charles Corp
 SCHW 566,275 $52,250,184 4.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.