What does Heron Bay Capital Management hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Heron Bay Capital Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VONTIER CORPORATION

$77M2.2M7.1%

LPL FINL HLDGS INC

$75M249K6.9%

SCHWAB CHARLES CORP

$58M615K5.3%

AMAZON COM INC

$57M272K5.2%

ALPHABET INC

$54M188K5.0%

FACTSET RESH SYS INC

$50M229K4.6%

CONSENSUS CLOUD SOLUTIONS IN

$48M2.0M4.5%

SS&C TECH HLDGS

$42M623K3.9%

KKR & CO INC

$38M412K3.5%

CORPAY INC

$38M130K3.5%

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