Heron Bay Capital Management Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$535.8M

Holdings

109

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (109 positions)

StockValue
CCSICONSENSUS CLOUD SOLUTIONS IN
$35.4M
VNTVONTIER CORPORATION
$34.0M
GOOGLALPHABET INC
$33.1M
LPLALPL FINL HLDGS INC
$26.5M
SCHWSCHWAB CHARLES CORP
$24.6M
MSFTMICROSOFT CORP
$24.4M
SSNCSS&C TECHNOLOGIES HLDGS INC
$24.1M
AMZNAMAZON COM INC
$20.5M
ULTAULTA BEAUTY INC
$18.0M
METAMETA PLATFORMS INC
$17.6M
FDSFACTSET RESH SYS INC
$15.9M
TRUTRANSUNION
$14.9M
MCKMCKESSON CORP
$14.5M
ROKROCKWELL AUTOMATION INC
$13.9M
LRCXLAM RESEARCH CORP
$12.1M
KKRKKR & CO INC
$11.8M
PRGSPROGRESS SOFTWARE CORP
$11.2M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$10.1M
MEDPMEDPACE HLDGS INC
$10.1M
CRMSALESFORCE INC
$8.5M
THQABRDN HEALTHCARE OPPORTUNITI
$8.5M
BROBROWN & BROWN INC
$8.4M
MSCIMSCI INC
$8.2M
TNETTRINET GROUP INC
$8.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.7M
ETGEATON VANCE TX ADV GLBL DIV
$6.6M
XETYXEATON VANCE TAX-MANAGED DIVE
$6.4M
ZTSZOETIS INC
$6.3M
LHLABCORP HOLDINGS INC
$6.3M
ADBEADOBE INC
$5.9M
CPAYCORPAY INC
$5.8M
IBPINSTALLED BLDG PRODS INC
$4.8M
TXNTEXAS INSTRS INC
$4.6M
CHKPCHECK POINT SOFTWARE TECH LT
$4.3M
GOOGALPHABET INC
$4.3M
POOLPOOL CORP
$4.2M
CSWCSW INDUSTRIALS INC
$3.9M
BUDANHEUSER BUSCH INBEV SA/NV
$3.9M
NMAINUVEEN MULTI ASSET INCOME FU
$3.8M
CRUSCIRRUS LOGIC INC
$3.1M
EX9EXELIXIS INC
$3.0M
INCYINCYTE CORP
$2.9M
AWMSKYWORKS SOLUTIONS INC
$2.7M
ZMZOOM COMMUNICATIONS INC
$2.2M
AAPLAPPLE INC
$1.8M
ETSYETSY INC
$1.7M
UTHUNITED THERAPEUTICS CORP DEL
$1.6M
BWABORGWARNER INC
$1.3M
PATHUIPATH INC
$1.3M
QRVOQORVO INC
$1.3M
ENPHENPHASE ENERGY INC
$1.0M
BMYBRISTOL-MYERS SQUIBB CO
$888K
BNBROOKFIELD CORP
$887K
LNTHLANTHEUS HLDGS INC
$861K
NTESNETEASE INC
$810K
FVRRFIVERR INTL LTD
$773K
BRK-BBERKSHIRE HATHAWAY INC DEL
$754K
7HPHP INC
$716K
NSYNICE LTD
$628K
BSCQINVESCO EXCH TRD SLF IDX FD
$567K
AVKADVENT CONV & INCOME FD
$548K
DISDISNEY WALT CO
$544K
ASMLASML HOLDING N V
$459K
IJRISHARES TR
$438K
CBCHUBB LIMITED
$436K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$420K
NVDANVIDIA CORPORATION
$406K
QCOMQUALCOMM INC
$386K
NUNU HLDGS LTD
$383K
EXPEEXPEDIA GROUP INC
$379K
ACNACCENTURE PLC IRELAND
$376K
ITRNITURAN LOCATION AND CONTROL
$363K
QLTY2023 ETF SERIES TRUST II
$357K
NVONOVO-NORDISK A S
$348K
TGENTECOGEN INC NEW
$327K
WMTWALMART INC
$310K
BEBLOOM ENERGY CORP
$297K
AVUVAMERICAN CENTY ETF TR
$292K
UNHUNITEDHEALTH GROUP INC
$268K
BKTIBK TECHNOLOGIES CORPORATION
$262K
CCLDCARECLOUD INC
$240K
ESPESPEY MFG & ELECTRS CORP
$231K
NCSMNCS MULTISTAGE HLDGS INC
$222K
FETFORUM ENERGY TECHNOLOGIES IN
$220K
BAMBROOKFIELD ASSET MANAGMT LTD
$213K
BTMBITCOIN DEPOT INC
$209K
UPLDUPLAND SOFTWARE INC
$205K
SNCRSYNCHRONOSS TECHNOLOGIES INC
$201K
ZDGEZEDGE INC
$170K
RSSSRESEARCH SOLUTIONS INC
$162K
CHCICOMSTOCK HLDG COS INC
$154K
OPRTOPORTUN FINL CORP
$152K
RNGRRANGER ENERGY SVCS INC
$152K
MGMISTRAS GROUP INC
$148K
UEICUNIVERSAL ELECTRS INC
$148K
VNCEVINCE HLDG CORP
$145K
HFFGHF FOODS GROUP INC
$142K
IMCCIM CANNABIS CORP
$112K
DHDEFINITIVE HEALTHCARE CORP
$110K
RFILRF INDS LTD
$108K
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