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
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | 1,836,854 | $70M | 6.3% |
| LPLA | LPL FINL HLDGS INC | 235,259 | $66M | 6.0% |
| AMZN | AMAZON COM INC | 251,562 | $60M | 5.4% |
| VNT | VONTIER CORPORATION | 1,925,164 | $56M | 5.1% |
| SCHW | SCHWAB CHARLES CORP | 566,275 | $52M | 4.7% |
| GOOGL | ALPHABET INC | 140,089 | $50M | 4.5% |
| LRCX | LAM RESEARCH CORP | 111,977 | $49M | 4.4% |
| FDS | FACTSET RESH SYS INC | 196,176 | $45M | 4.1% |
| CPAY | CORPAY INC | 124,001 | $41M | 3.7% |
| SSNC | SS&C TECH HLDGS | 573,402 | $36M | 3.2% |
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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