Back to Heron Bay Capital Management

Heron Bay Capital Management

Q2 2026 13F filing

Updated 30 days ago

97 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
97
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

C

CONSENSUS CLOUD SOLUTIONS IN

Value
$70.1M
Shares
1.84M
% Port
6.35%
L

LPL FINL HLDGS INC

Value
$66.3M
Shares
235.3K
% Port
6.00%
A

AMAZON COM INC

Value
$60M
Shares
251.6K
% Port
5.43%
V
4.VNT

VONTIER CORPORATION

Value
$55.8M
Shares
1.93M
% Port
5.06%
S

SCHWAB CHARLES CORP

Value
$52.3M
Shares
566.3K
% Port
4.73%
G

ALPHABET INC

Value
$50.1M
Shares
140.1K
% Port
4.54%
L

LAM RESEARCH CORP

Value
$48.5M
Shares
112.0K
% Port
4.40%
F
8.FDS

FACTSET RESH SYS INC

Value
$45.1M
Shares
196.2K
% Port
4.09%
C

CORPAY INC

Value
$41.3M
Shares
124.0K
% Port
3.74%
S
10.SSNC

SS&C TECH HLDGS

Value
$35.6M
Shares
573.4K
% Port
3.22%
K
11.KKRS

KKR & CO INC

Value
$35.1M
Shares
382.7K
% Port
3.18%
P
12.PRGS

PROGRESS SOFTWARE CORP

Value
$34M
Shares
1.01M
% Port
3.08%
U
13.ULTA

ULTA BEAUTY INC

Value
$32.4M
Shares
71.8K
% Port
2.93%
M
14.META

META PLATFORMS INC

Value
$32.3M
Shares
57.4K
% Port
2.93%
M
15.MCK

MCKESSON CORP

Value
$31.6M
Shares
41.8K
% Port
2.86%
M
16.MSFT

MICROSOFT CORP

Value
$29.3M
Shares
78.6K
% Port
2.66%
T
17.TRU

TRANSUNION

Value
$28.1M
Shares
389.0K
% Port
2.54%
R
18.ROK

ROCKWELL AUTOMATION INC

Value
$23.6M
Shares
47.6K
% Port
2.14%
T
19.TREX

TREX INC

Value
$23M
Shares
460.2K
% Port
2.09%
Z
20.ZBRA

ZEBRA TECHNOLOGIES CORPORATI

Value
$21.2M
Shares
80.6K
% Port
1.92%
S
21.SPGI

S&P GLOBAL INC

Value
$19.9M
Shares
48.8K
% Port
1.80%
L
22.LH

LABCORP HOLDINGS INC

Value
$16.7M
Shares
59.6K
% Port
1.51%
M
23.MEDP

MEDPACE HLDGS INC

Value
$16M
Shares
30.3K
% Port
1.45%
B

BERKSHIRE HATHAWAY INC DEL

Value
$16M
Shares
31.9K
% Port
1.45%
C
25.CRM

SALESFORCE INC

Value
$15.2M
Shares
97.0K
% Port
1.38%
M
26.MSCI

MSCI INC

Value
$14.7M
Shares
26.2K
% Port
1.33%
T
27.TXN

TEXAS INSTRS INC

Value
$14.5M
Shares
48.5K
% Port
1.31%
T
28.TNET

TRINET GROUP INC

Value
$12.8M
Shares
258.8K
% Port
1.16%
B
29.BRO

BROWN & BROWN INC

Value
$11.8M
Shares
184.3K
% Port
1.07%
I
30.IBP

INSTALLED BLDG PRODS INC

Value
$11.4M
Shares
49.4K
% Port
1.03%
A
31.ADBE

ADOBE INC

Value
$10.7M
Shares
52.3K
% Port
0.97%
T
32.THQ

ABRDN HEALTHCARE OPPORTUNITI

Value
$10.5M
Shares
562.3K
% Port
0.95%
C
33.CSW

CSW INDUSTRIALS INC

Value
$9.2M
Shares
33.2K
% Port
0.84%
Z
34.ZTS

ZOETIS INC

Value
$8.5M
Shares
118.4K
% Port
0.77%
E
35.ETN

EATON VANCE TX ADV GLBL DIV

Value
$7.1M
Shares
302.7K
% Port
0.65%
C
36.CHKP

CHECK POINT SOFTWARE TECH LT

Value
$6.9M
Shares
52.2K
% Port
0.62%
E
37.EXEL

EXELIXIS INC

Value
$6.2M
Shares
114.8K
% Port
0.57%
P
38.PINS

PINTEREST INC

Value
$5.7M
Shares
272.0K
% Port
0.52%
P
39.POOL

POOL CORP

Value
$5.1M
Shares
23.5K
% Port
0.46%
I
40.INCY

INCYTE CORP

Value
$5.1M
Shares
44.6K
% Port
0.46%
C
41.CRUS

CIRRUS LOGIC INC

Value
$5M
Shares
33.4K
% Port
0.45%
E
42.ETHA

ISHARES TR

Value
$4.9M
Shares
33.2K
% Port
0.45%
Q
43.QLYS

QUALYS INC

Value
$4.4M
Shares
32.0K
% Port
0.40%
L
44.LNTH

LANTHEUS HLDGS INC

Value
$4.4M
Shares
39.4K
% Port
0.40%
D
45.DOCU

DOCUSIGN INC

Value
$4.3M
Shares
96.2K
% Port
0.39%
E
46.ESTC

ELASTIC N V

Value
$3.2M
Shares
56.4K
% Port
0.29%
?
47.N/A

AMERICAN CENTY ETF TR

Value
$3.2M
Shares
25.4K
% Port
0.29%
C
48.CART

MAPLEBEAR INC

Value
$2.9M
Shares
62.0K
% Port
0.27%
T
49.TEAM

ATLASSIAN CORPORATION

Value
$2.9M
Shares
36.8K
% Port
0.26%
W
50.WDAY

WORKDAY INC

Value
$2.7M
Shares
22.3K
% Port
0.25%