Heron Bay Capital Management
CIK Number: 0001842149
475.74M
Market Value
105
# of Holdings
7 months
Avg. Holding Period
42.15%
Win Rate
38.83%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LPLA | LPL Financial H... | 376.93 | -2.35% | 85.59K | -10.96% | 27.95M | 199.41 | 5.84% |
| 2 | VNT | Vontier Corpora... | 35.92 | -1.26% | 750.91K | +0.73% | 27.39M | 28.2 | 5.72% |
| 3 | CCSI | Consensus Cloud... | 22.26 | +1.74% | 965.31K | +3.48% | 23.03M | 24.43 | 4.81% |
| 4 | MSFT | Microsoft Corpo... | 464.20 | +0.27% | 49.31K | +2.95% | 20.79M | 284.49 | 4.34% |
| 5 | GOOGL | Alphabet Inc. | 168.16 | +1.19% | 108.67K | +1.50% | 20.57M | 101.63 | 4.30% |
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