Heron Bay Capital Management

$1.1B 13F equity value
109 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Heron Bay Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
CCSICONSENSUS CLOUD SOLUTIONS IN1,836,854$70M6.3%
LPLALPL FINL HLDGS INC235,259$66M6.0%
AMZNAMAZON COM INC251,562$60M5.4%
VNTVONTIER CORPORATION1,925,164$56M5.1%
SCHWSCHWAB CHARLES CORP566,275$52M4.7%
GOOGLALPHABET INC140,089$50M4.5%
LRCXLAM RESEARCH CORP111,977$49M4.4%
FDSFACTSET RESH SYS INC196,176$45M4.1%
CPAYCORPAY INC124,001$41M3.7%
SSNCSS&C TECH HLDGS573,402$36M3.2%

Track Heron Bay Capital Management's 13F portfolio: $1.1B in reported holdings, 109 positions. Top holdings and quarterly changes on SentiSense.

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