Investor
Sone Capital Management, LLC
CIK 0002026215 · filed 2026-05-15 · SEC filing
13F book
$1.19B
Positions
101
29 new · 28 sold
Largest name
3.3%
Lennox Intl Inc
Est. mark
−$84.6M
Price effect on 72 names still held. Flow $43.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Lennox Intl Inc | — | 83.9K | $38.9M | 3.3% | −$843.6K | Added$19.8M |
| Allegion plc | ALLE | 266K | $38.7M | 3.2% | −$2.76M | Added$7.08M |
| Union Pac Corp | — | 159.3K | $38.6M | 3.2% | $1.74M | Added$2.98M |
| Idex Corp | — | 203.8K | $38.6M | 3.2% | — | New |
| Fox Corp | — | 632K | $33.6M | 2.8% | −$7.48M | Cut−$11.4M |
| Pool Corp | POOL | 160.9K | $32.6M | 2.7% | −$3.26M | Added$4.34M |
| American Wtr Wks Co Inc New | — | 221.3K | $30.1M | 2.5% | $1.19M | Added$2.42M |
| Descartes Sys Group Inc | — | 391.8K | $28.1M | 2.4% | −$3.18M | Added$10.7M |
| Veralto Corp | VLTO | 314.5K | $27.8M | 2.3% | −$1.33M | Added$16.1M |
| Home Depot, Inc. | HD | 84K | $27.6M | 2.3% | −$322.6K | Added$20.3M |
| Autodesk, Inc. | ADSK | 112.5K | $26.9M | 2.3% | −$3.29M | Added$9.76M |
| Heico Corp New | — | 126.4K | $26.7M | 2.2% | −$3.83M | Added$3.3M |
| Marketaxess Hldgs Inc | — | 160K | $26.4M | 2.2% | −$168.5K | Added$24.5M |
| Amazon Com Inc | AMZN | 123.9K | $25.8M | 2.2% | −$2.79M | Cut−$6.35M |
| Ferguson Enterprises Inc | — | 100.3K | $23.4M | 2.0% | $738.1K | Added$7.94M |
| Fortive Corp | FTV | 418.7K | $23.1M | 1.9% | — | New |
| Trane Technologies Plc | TT | 53.9K | $22.5M | 1.9% | $1.49M | Cut−$4.17M |
| Appfolio Inc | APPF | 133.7K | $21.1M | 1.8% | −$4.83M | Added$6.09M |
| Intercontinental Exchange In | — | 133.2K | $21M | 1.8% | −$371.9K | Added$8.08M |
| Thermo Fisher Scientific Inc. | TMO | 40.2K | $19.7M | 1.7% | −$953.4K | Added$13.5M |
| Hershey Co | HSY | 93.1K | $19.4M | 1.6% | — | New |
| Pepsico Inc | PEP | 123.8K | $19.2M | 1.6% | $630.6K | Added$11.5M |
| Automatic Data Processing In | — | 89.3K | $18.1M | 1.5% | −$3.72M | Added$431.8K |
| Visa Inc. | V | 59.6K | $18M | 1.5% | −$1.42M | Added$7.74M |
| Microsoft Corp | MSFT | 45.9K | $17M | 1.4% | −$3.53M | Added$1.96M |
| Zoetis Inc. | ZTS | 130.9K | $15.5M | 1.3% | −$732.3K | Added$3.36M |
| Mastercard Inc | MA | 30.9K | $15.4M | 1.3% | — | New |
| Meritage Homes Corp | MTH | 249.6K | $15.4M | 1.3% | −$988.5K | Cut−$6.14M |
| Intuit Inc. | INTU | 35.6K | $15.4M | 1.3% | −$6.36M | Added−$2.91M |
| Factset Resh Sys Inc | — | 66.7K | $14.5M | 1.2% | −$4.88M | Cut−$11.9M |
| Aptargroup, Inc. | ATR | 113.8K | $14.3M | 1.2% | $314.5K | Added$4.89M |
| Edwards Lifesciences Corp | EW | 176K | $14.1M | 1.2% | −$129.5K | Added$12M |
| Xcel Energy Inc | — | 172.9K | $13.7M | 1.2% | $964.5K | Cut−$4.45M |
| Nvidia Corp | NVDA | 77K | $13.4M | 1.1% | −$479.4K | Added$6.04M |
| Bentley Sys Inc | — | 374.5K | $13.2M | 1.1% | −$1.14M | Cut−$7.51M |
| Kkr & Co Inc | — | 133K | $12.3M | 1.0% | −$3.11M | Added$989.5K |
| Tradeweb Mkts Inc | — | 102.3K | $12M | 1.0% | $1.04M | Cut$533K |
| Alcon Inc | ALC | 155.8K | $11.7M | 1.0% | — | New |
| Boston Scientific Corp | BSX | 186.1K | $11.7M | 1.0% | −$6.07M | Cut−$7.11M |
| Mettler Toledo International Inc/ | MTD | 8.65K | $10.9M | 0.9% | — | New |
| Aon plc | AON | 31.5K | $10.2M | 0.9% | −$947.6K | Cut−$1.94M |
| ServiceNow, Inc. | NOW | 97.2K | $10.2M | 0.9% | — | New |
| Canadian Pacific Kansas City | — | 127K | $9.99M | 0.8% | $642.4K | Cut−$9.24M |
| Amphenol Corp New | — | 78.2K | $9.88M | 0.8% | −$687.3K | Cut−$6.03M |
| Otis Worldwide Corp | OTIS | 126.3K | $9.73M | 0.8% | −$1.3M | Cut−$24.8M |
| Alphabet Inc | — | 33.7K | $9.68M | 0.8% | −$264.4K | Added$6.42M |
| Rb Global Inc. | RBA | 100.5K | $9.63M | 0.8% | — | New |
| STERIS plc | STE | 43.5K | $9.62M | 0.8% | −$1.41M | Cut−$1.66M |
| Manhattan Associates Inc | MANH | 71.9K | $9.57M | 0.8% | — | New |
| Paychex Inc | PAYX | 103.4K | $9.53M | 0.8% | −$1.56M | Added$804.7K |
| Vulcan Matls Co | — | 33.4K | $9.1M | 0.8% | −$101.8K | Added$6.85M |
| Lowes Cos Inc | — | 36.9K | $8.71M | 0.7% | — | New |
| Cooper Cos Inc | — | 113.2K | $8.09M | 0.7% | −$801.7K | Added$1.81M |
| Synopsys Inc | SNPS | 20.2K | $8.02M | 0.7% | — | New |
| Ecolab Inc. | ECL | 29.6K | $7.87M | 0.7% | $103.6K | Cut−$17.9M |
| Iqvia Hldgs Inc | — | 44.9K | $7.65M | 0.6% | −$2.46M | Cut−$11M |
| Costar Group, Inc. | CSGP | 189.3K | $7.63M | 0.6% | −$5.09M | Cut−$20.4M |
| Old Dominion Freight Line In | — | 38.8K | $7.58M | 0.6% | $1.5M | Cut−$3.26M |
| Tyler Technologies Inc | TYL | 22.1K | $7.55M | 0.6% | −$2.46M | Cut−$14.9M |
| American Tower Corp New | — | 41.8K | $7.22M | 0.6% | −$125.1K | Cut−$11.5M |
| Jpmorgan Chase & Co. | — | 23.7K | $6.97M | 0.6% | — | New |
| Arch Cap Group Ltd | — | 70.4K | $6.75M | 0.6% | $4.93K | Cut−$784.4K |
| Meta Platforms, Inc. | META | 11.6K | $6.65M | 0.6% | −$773.6K | Added$842.1K |
| MSCI Inc. | MSCI | 11.9K | $6.43M | 0.5% | — | New |
| Duke Energy Corp New | — | 48.4K | $6.34M | 0.5% | $427.4K | Added$2.69M |
| Ball Corp | BALL | 90.5K | $5.35M | 0.4% | — | New |
| Costco Whsl Corp New | — | 5.17K | $5.15M | 0.4% | — | New |
| Rocket Cos Inc | — | 347.9K | $4.96M | 0.4% | −$1.78M | Cut−$3.63M |
| Marriott Intl Inc New | — | 14.8K | $4.84M | 0.4% | — | New |
| Repligen Corp | RGEN | 39.3K | $4.64M | 0.4% | −$1.29M | Added$27.6K |
| Airbnb, Inc. | ABNB | 36.6K | $4.62M | 0.4% | — | New |
| Williams Cos Inc | — | 62.9K | $4.58M | 0.4% | $797.5K | Cut−$6.92M |
| Celsius Hldgs Inc | — | 127.6K | $4.53M | 0.4% | −$895.7K | Added$534.4K |
| WEX Inc. | WEX | 29.4K | $4.5M | 0.4% | — | New |
| Bellring Brands, Inc. | BRBR | 277.6K | $4.47M | 0.4% | −$737.4K | Added$2.61M |
| Ptc Inc. | PTC | 31.3K | $4.46M | 0.4% | — | New |
| Agilent Technologies, Inc. | A | 37.8K | $4.31M | 0.4% | −$834.8K | Cut−$8.71M |
| Abbott Labs | ABT | 40.1K | $4.11M | 0.3% | −$102K | Added$3.55M |
| Willis Towers Watson Plc | WTW | 13.4K | $3.91M | 0.3% | — | New |
| Taylor Morrison Home Corp | — | 65K | $3.78M | 0.3% | −$40.9K | Cut−$3.66M |
| Modine Mfg Co | — | 17.3K | $3.75M | 0.3% | — | New |
| Topbuild Corp | — | 10.3K | $3.62M | 0.3% | −$678.1K | Cut−$1.19M |
| Vertiv Holdings Co | VRT | 13.7K | $3.44M | 0.3% | $1.21M | Cut−$6.29M |
| Renaissancere Hldgs Ltd | — | 9.97K | $2.96M | 0.2% | $157.7K | Added$203.8K |
| Monster Beverage Corp New | — | 39.5K | $2.86M | 0.2% | — | New |
| ZoomInfo Technologies Inc. | GTM | 475.2K | $2.84M | 0.2% | −$1.96M | Added−$1.92M |
| Medpace Hldgs Inc | — | 5.87K | $2.82M | 0.2% | — | New |
| ServiceTitan, Inc. | TTAN | 43.4K | $2.75M | 0.2% | −$920.6K | Added$474.8K |
| Blackbaud Inc | BLKB | 70.2K | $2.71M | 0.2% | −$1.73M | Cut−$2.95M |
| Procore Technologies, Inc. | PCOR | 44.4K | $2.53M | 0.2% | −$698.9K | Cut−$12M |
| Church & Dwight Co Inc | — | 24.3K | $2.27M | 0.2% | $229.9K | Cut−$14.8M |
| Block Inc | — | 34.6K | $2.08M | 0.2% | −$170K | Cut−$2.76M |
| JOYY Inc. | JOYY | 34K | $1.99M | 0.2% | — | New |
| Mccormick & Co Inc | — | 36.7K | $1.85M | 0.2% | — | New |
| Standard Biotools Inc. | LAB | 1.77M | $1.62M | 0.1% | — | New |
| Stryker Corp | SYK | 4.86K | $1.6M | 0.1% | −$111.2K | Cut−$21.3M |
| Cboe Global Mkts Inc | — | 4.76K | $1.34M | 0.1% | $143K | Cut$115.7K |
| Klarna Group Plc | KLAR | 99.4K | $1.3M | 0.1% | — | New |
| Nasdaq, Inc. | NDAQ | 7.42K | $629.9K | 0.1% | — | New |
| Mcdonalds Corp | MCD | 1.7K | $529.6K | 0.0% | $8.79K | Cut−$10.7M |
| S&P Global Inc. | SPGI | 593 | $252.2K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.