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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 $478,633,689
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lpl Financial Holdings Inc.
 LPLA 85,594 $27,947,350 5.83%
2.
Vontier Corp
 VNT 750,908 $27,385,627 5.72%
3.
Consensus Cloud Solutions Inc.
 CCSI 965,314 $23,032,392 4.81%
4.
Microsoft Corp
 MSFT 49,315 $20,786,271 4.34%
5.
Alphabet Inc.
 GOOGL 108,674 $20,571,946 4.29%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)