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Portfolio (Quarterly) Guide ↗

Heron Bay Capital Management

· CIK 0001842149
13F Portfolio $1.1B AUM 78 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 50 Added 10 Reduced 40 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SOLARIS RES INC 17,543 $140K 0.03% SOLD
22 AUNA S A 28,098 $138K 0.03% SOLD
23 SSSS SURO CAPITAL CORP Financial Services 14,513 $137K 0.03% SOLD
24 OPRT OPORTUN FINL CORP Financial Services 25,761 $136K 0.03% SOLD
25 HF FOODS GROUP INC 60,285 $130K 0.03% SOLD
26 ULBI ULTRALIFE CORP Industrials 22,223 $127K 0.02% SOLD
27 TBLA TABOOLA.COM LTD Communication Services 27,509 $127K 0.02% SOLD
28 PBYI PUMA BIOTECHNOLOGY INC Healthcare 20,056 $119K 0.02% SOLD
29 CPIX CUMBERLAND PHARMACEUTICALS I Healthcare 29,189 $116K 0.02% SOLD
30 VNCE VINCE HLDG CORP Consumer Cyclical 27,989 $114K 0.02% SOLD
31 BTMD BIOTE CORP Healthcare 31,893 $83K 0.02% SOLD
32 BITCOIN DEPOT INC 59,065 $76K 0.01% SOLD
33 TYGO TIGO ENERGY INC Energy 55,179 $76K 0.01% SOLD
34 RFIL RF INDS LTD Industrials 13,119 $76K 0.01% SOLD
35 TG TREDEGAR CORP Industrials 10,551 $76K 0.01% SOLD
36 QUAD QUAD / GRAPHICS INC Industrials 11,562 $72K 0.01% SOLD
37 NEPH NEPHROS INC Healthcare 13,471 $66K 0.01% SOLD
38 MAPS WM TECHNOLOGY INC Technology 69,029 $57K 0.01% SOLD
39 HGBL HERITAGE GLOBAL INC Financial Services 31,925 $40K 0.01% SOLD
40 IM CANNABIS CORP 25,875 $36K 0.01% SOLD
Page 2 of 2  ·  40 positions
Sector Allocation
Technology 34.8%
Financial Services 27.5%
Healthcare 10.5%
Communication Services 9.8%
Consumer Cyclical 9.3%
Industrials 8.2%
Energy 0.0%
Consumer Defensive 0.0%