Institutions / Sone Capital Management, LLC

Sone Capital Management, LLC

CIK 2026215 · Institution · as of Dec 31, 2025
Portfolio value
$1.23B
Positions
100
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 100 →
CompanyClassValueShares% of portfolio
Fox Corp$44.97M692,6193.6%
Union Pacific Corp$35.66M154,1682.9%
Otis Worldwide Corp$34.56M395,6482.8%
Amazon.com Inc$32.15M139,2782.6%
Allegion plc$31.57M198,2882.6%
Pool Corp$28.21M123,3442.3%
CoStar Group Inc$28.05M417,1452.3%
American Water Works Company, Inc.$27.69M212,2182.2%
Trane Technologies plc$26.65M68,4612.2%
FactSet Research Systems Inc$26.33M90,7402.1%
Ecolab Inc.$25.78M98,2152.1%
Heico Corp$23.39M92,6621.9%
Kimberly Clark Corp$22.93M227,2781.9%
Stryker Corp$22.86M65,0421.9%
Tyler Technologies, Inc.$22.44M49,4271.8%
Meritage Homes CORP$21.57M327,8711.8%
Bentley Systems Inc$20.66M541,3251.7%
Canadian Pacific Kansas City$19.24M261,3141.6%
Lennox International Inc$19.10M39,3311.5%
Boston Scientific Corp$18.79M197,0331.5%
Iqvia Holdings Inc.$18.69M82,9371.5%
American Tower Corp$18.68M106,3771.5%
Intuit Inc.$18.32M27,6541.5%
Xcel Energy Inc$18.18M246,1041.5%
Equinix Inc$18.01M23,5071.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.