Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sone Capital Management, LLC (CIK 2026215) reported $1.19B across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LII ($38.9M, 3.27%), ALLE ($38.7M, 3.25%), UNP ($38.6M, 3.24%), IEX ($38.6M, 3.24%), FOX ($33.6M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LII | LENNOX INTL INC | $38.9M | 3.27% | 83,859 | Added |
| 2 | ALLE | ALLEGION PLC | $38.7M | 3.25% | 266,044 | Added |
| 3 | UNP | UNION PAC CORP | $38.6M | 3.24% | 159,274 | Added |
| 4 | IEX | IDEX CORP | $38.6M | 3.24% | 203,824 | New |
| 5 | FOX | FOX CORP | $33.6M | 2.82% | 632,025 | Trimmed |
| 6 | POOL | POOL CORP | $32.6M | 2.73% | 160,882 | Added |
| 7 | AWK | AMERICAN WTR WKS CO INC NEW | $30.1M | 2.53% | 221,282 | Added |
| 8 | DSGX | DESCARTES SYS GROUP INC | $28.1M | 2.36% | 391,828 | Added |
| 9 | VLTO | VERALTO CORP | $27.8M | 2.33% | 314,528 | Added |
| 10 | HD | HOME DEPOT INC | $27.6M | 2.32% | 83,951 | Added |
| 11 | ADSK | AUTODESK INC | $26.9M | 2.26% | 112,523 | Added |
| 12 | HEI.A | HEICO CORP NEW | $26.7M | 2.24% | 126,426 | Added |
| 13 | MKTX | MARKETAXESS HLDGS INC | $26.4M | 2.22% | 159,966 | Added |
| 14 | AMZN | AMAZON COM INC | $25.8M | 2.17% | 123,889 | Trimmed |
| 15 | FERG | FERGUSON ENTERPRISES INC | $23.4M | 1.96% | 100,332 | Added |
| 16 | FTV | FORTIVE CORP | $23.1M | 1.94% | 418,695 | New |
| 17 | TT | TRANE TECHNOLOGIES PLC | $22.5M | 1.89% | 53,922 | Trimmed |
| 18 | APPF | APPFOLIO INC | $21.1M | 1.77% | 133,705 | Added |
| 19 | ICE | INTERCONTINENTAL EXCHANGE IN | $21.0M | 1.76% | 133,219 | Added |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | $19.7M | 1.66% | 40,158 | Added |
| 21 | HSY | HERSHEY CO | $19.4M | 1.63% | 93,120 | New |
| 22 | PEP | PEPSICO INC | $19.2M | 1.61% | 123,824 | Added |
| 23 | ADP | AUTOMATIC DATA PROCESSING IN | $18.1M | 1.52% | 89,263 | Added |
| 24 | V | VISA INC | $18.0M | 1.51% | 59,622 | Added |
| 25 | MSFT | MICROSOFT CORP | $17.0M | 1.43% | 45,920 | Added |
Source: SEC Form 13F filings · as of 2026-03-31