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Kevin Kuhl

Heron Bay Capital Management

Assets Managed
$1.085B
Holdings
78
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
106.89%(2Q avg: 52.38%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Heron Bay Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Heron Bay Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.085B in assets, with a quarterly growth rate of 106.89% and a 2-quarter average growth rate of 52.38%. The portfolio is managed by Kevin Kuhl, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VNT
Vontier Corp
Recent Activity
Increased 169.31%
7.13%
$77.296M
2.179M shares@ $35.48 avg price
LPLA
Lpl Financial Holdings Inc
Recent Activity
Increased 197.3%
6.92%
$74.97M
249,212 shares@ $300.83 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Increased 155.86%
5.33%
$57.758M
614,582 shares@ $93.98 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 210.23%
5.22%
$56.584M
271,684 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 106.91%
5%
$54.143M
188,284 shares@ $287.57 avg price
FDS
Factset Research Systems Inc
Recent Activity
Increased 190.57%
4.59%
$49.756M
229,302 shares@ $216.99 avg price
CCSI
Consensus Cloud Solution
Recent Activity
Increased 62.68%
4.47%
$48.407M
2.039M shares@ $23.75 avg price
SSNC
Ss&c Technologies Holdings
Recent Activity
Increased 130.04%
3.88%
$42.071M
622,625 shares@ $67.57 avg price
KKR
Kkr & Co Inc
Recent Activity
Increased 293.93%
3.52%
$38.08M
411,671 shares@ $92.51 avg price
CPAY
Corpay Inc
Recent Activity
Increased 264.33%
3.5%
$37.86M
130,106 shares@ $291.0 avg price

1-10 of 78