Heron Bay Capital Management - Q12026 Holdings

Heron Bay Capital Management holds 78 stocks with a total portfolio value of $ 1.08B as of Q12026. In Q12026, Heron Bay Capital Management added 6 new positions, increased stakes in 52 stocks, reduced 13 holdings, and fully exited 40 positions. The largest holding is Vontier Corporation (VNT), representing 7.13% of the total portfolio.