Heron Bay Capital Management - Q42025 Holdings

Heron Bay Capital Management holds 112 stocks with a total portfolio value of $ 524.31M as of Q42025. In Q42025, Heron Bay Capital Management added 18 new positions, increased stakes in 24 stocks, reduced 62 holdings, and fully exited 15 positions. The largest holding is Vontier Corporation (VNT), representing 5.74% of the total portfolio.