Stock Taper 
HERON BAY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Walmart Inc. | WMT | 3.58K | $405.36K |
 Skyworks Solutions, Inc. | SWKS | 3.69K | $250.32K |
 The Walt Disney Company | DIS | 4.75K | $457.19K |
 CF Industries Holdings, Inc. | CF | 4.98K | $539.24K |
 Apple Inc. | AAPL | 6.81K | $1.97M |
 HubSpot, Inc. | HUBS | 8.83K | $1.61M |
 Suncor Energy Inc. | SU | 8.88K | $476.79K |
 United Fire Group, Inc. | UFCS | 9.2K | $482.34K |
 Viavi Solutions Inc. | VIAV | 10.65K | $508.44K |
 Hecla Mining Company | HL | 11.68K | $180.22K |
 Equinor ASA | EQNR | 11.7K | $367.47K |
 Amer Sports, Inc. | AS | 12.73K | $430.78K |
 Freshworks Inc. | FRSH | 13.53K | $136.88K |
 Coeur Mining, Inc. | CDE | 15.04K | $245.4K |
 APA Corporation | APA | 15.81K | $514.9K |
 Workday, Inc. | WDAY | 22.27K | $2.73M |
 Pool Corporation | POOL | 23.55K | $5.06M |
 KE Holdings Inc. | BEKE | 26.22K | $381.01K |
 MSCI Inc. | MSCI | 26.23K | $14.69M |
 Medpace Holdings, Inc. | MEDP | 30.28K | $16.04M |