Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $1,084,725,556
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vontier Corp
 VNT 2,179,193 $77,295,981 7.13%
2.
Lpl Financial Holdings Inc.
 LPLA 249,212 $74,970,355 6.91%
3.
Schwab Charles Corp
 SCHW 614,582 $57,758,413 5.32%
4.
Amazon Com Inc
 AMZN 271,684 $56,583,654 5.22%
5.
Alphabet Inc.
 GOOGL 188,284 $54,143,047 4.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.