Sone Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Sone Capital Management, LLC held in its portfolio 100 assets valued at $1,232,475,542 (i.e. $1.23B).
The most valuable assets in the portfolio included: FOX CORP ($44.97M), UNION PAC CORP ($35.66M), and OTIS WORLDWIDE CORP ($34.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 100 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sone Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FOX CORP | 692619 | 44971752 | CL B COM |
| UNION PAC CORP | 154168 | 35662142 | COM |
| OTIS WORLDWIDE CORP | 395648 | 34559853 | COM |
| AMAZON COM INC | 139278 | 32148148 | COM |
| ALLEGION PLC | 198288 | 31571415 | ORD SHS |
| POOL CORP | 123344 | 28214940 | COM |
| COSTAR GROUP INC | 417145 | 28048830 | COM |
| AMERICAN WTR WKS CO INC NEW | 212218 | 27694449 | COM |
| TRANE TECHNOLOGIES PLC | 68461 | 26645021 | SHS |
| FACTSET RESH SYS INC | 90740 | 26331841 | COM |
| ECOLAB INC | 98215 | 25783402 | COM |
| HEICO CORP NEW | 92662 | 23390669 | CL A |
| KIMBERLY-CLARK CORP | 227278 | 22930077 | COM |
| STRYKER CORPORATION | 65042 | 22860312 | COM |
| TYLER TECHNOLOGIES INC | 49427 | 22437387 | COM |
| MERITAGE HOMES CORP | 327871 | 21573912 | COM |
| BENTLEY SYS INC | 541325 | 20659669 | COM CL B |
| CANADIAN PACIFIC KANSAS CITY | 261314 | 19238483 | COM |
| LENNOX INTL INC | 39331 | 19098347 | COM |
| BOSTON SCIENTIFIC CORP | 197033 | 18787097 | COM |
| IQVIA HLDGS INC | 82937 | 18694829 | COM |
| AMERICAN TOWER CORP NEW | 106377 | 18676610 | COM |
| INTUIT | 27654 | 18318563 | COM |
| XCEL ENERGY INC | 246104 | 18177241 | COM |
| EQUINIX INC | 23507 | 18010123 | COM |
| CLOROX CO DEL | 176016 | 17747693 | COM |
| AUTOMATIC DATA PROCESSING IN | 68828 | 17704626 | COM |
| DESCARTES SYS GROUP INC | 197514 | 17327355 | COM |
| AUTODESK INC | 58038 | 17179828 | COM |
| CHURCH & DWIGHT CO INC | 202957 | 17017944 | COM |
| AMPHENOL CORP NEW | 117723 | 15909086 | CL A |
| REVVITY INC | 161493 | 15624448 | COM |
| FERGUSON ENTERPRISES INC | 69439 | 15459205 | COMMON STOCK NEW |
| MICROSOFT CORP | 31087 | 15034295 | COM |
| APPFOLIO INC | 64542 | 15015696 | COM CL A |
| PROCORE TECHNOLOGIES INC | 199511 | 14512430 | COM |
| AGILENT TECHNOLOGIES INC | 95662 | 13016728 | COM |
| INTERCONTINENTAL EXCHANGE IN | 79473 | 12871447 | COM |
| VEEVA SYS INC | 55353 | 12356450 | CL A COM |
| ZOETIS INC | 96234 | 12108162 | CL A |
| AON PLC | 34302 | 12104490 | SHS CL A |
| VERALTO CORP | 117329 | 11707088 | COM SHS |
| TRADEWEB MKTS INC | 106959 | 11502371 | CL A |
| WILLIAMS COS INC | 191321 | 11500305 | COM |
| KKR & CO INC | 88775 | 11317037 | COM |
| STERIS PLC | 44482 | 11277077 | SHS USD |
| MCDONALDS CORP | 36811 | 11250546 | COM |
| TRANSUNION | 128500 | 11018875 | COM |
| OLD DOMINION FREIGHT LINE IN | 69107 | 10835978 | COM |
| LINDE PLC | 25295 | 10785535 | SHS |
| VISA INC | 29317 | 10281765 | COM CL A |
| VERTIV HOLDINGS CO | 60051 | 9728863 | COM CL A |
| DANAHER CORPORATION | 42480 | 9724522 | COM |
| MORNINGSTAR INC | 43658 | 9487320 | COM |
| APTARGROUP INC | 77467 | 9447875 | COM |
| MONDELEZ INTL INC | 174942 | 9417128 | CL A |
| AIR PRODS & CHEMS INC | 38113 | 9414673 | COM |
| CROWN CASTLE INC | 104843 | 9317397 | COM |
| WORKDAY INC | 43300 | 9299974 | CL A |
| PAYCHEX INC | 77738 | 8720649 | COM |
| ROCKET COS INC | 443696 | 8589955 | COM CL A |
| PEPSICO INC | 53577 | 7689371 | COM |
| ARCH CAP GROUP LTD | 78599 | 7539216 | ORD |
| TAYLOR MORRISON HOME CORP | 126421 | 7442404 | COM |
| NVIDIA CORPORATION | 39616 | 7388384 | COM |
| HOME DEPOT INC | 21213 | 7299393 | COM |
| MARSH & MCLENNAN COS INC | 35830 | 6647182 | COM |
| WEC ENERGY GROUP INC | 62242 | 6564041 | COM |
| THERMO FISHER SCIENTIFIC INC | 10844 | 6283556 | COM |
| COOPER COS INC | 76649 | 6282152 | COM |
| COCA COLA CO | 85634 | 5986673 | COM |
| META PLATFORMS INC | 8795 | 5805492 | CL A |
| BLACKBAUD INC | 89454 | 5664227 | COM |
| CLEARWAY ENERGY INC | 162771 | 5114265 | CL A |
| PAYLOCITY HLDG CORP | 33279 | 5075048 | COM |
| BLOCK INC | 74466 | 4846992 | CL A |
| TOPBUILD CORP | 11523 | 4807280 | COM |
| ZOOMINFO TECHNOLOGIES INC | 467802 | 4757546 | COMMON STOCK |
| REPLIGEN CORP | 28118 | 4607415 | COM |
| IDEXX LABS INC | 5991 | 4053091 | COM |
| CELSIUS HLDGS INC | 87304 | 3993285 | COM NEW |
| GUIDEWIRE SOFTWARE INC | 19584 | 3936580 | COM |
| GARTNER INC | 15124 | 3815483 | COM |
| ROPER TECHNOLOGIES INC | 8428 | 3751556 | COM |
| DUKE ENERGY CORP NEW | 31129 | 3648630 | COM NEW |
| RYAN SPECIALTY HOLDINGS INC | 70506 | 3640225 | CL A |
| BLACKLINE INC | 64277 | 3553875 | COM |
| ALPHABET INC | 10393 | 3253009 | CAP STK CL A |
| RENAISSANCERE HLDGS LTD | 9816 | 2759867 | COM |
| SERVICETITAN INC | 21390 | 2278035 | SHS CL A |
| VULCAN MATLS CO | 7879 | 2247248 | COM |
| EDWARDS LIFESCIENCES CORP | 25055 | 2135939 | COM |
| MARKETAXESS HLDGS INC | 10355 | 1876844 | COM |
| BELLRING BRANDS INC | 69301 | 1852416 | COMMON STOCK |
| BROWN FORMAN CORP | 63991 | 1683603 | CL A |
| ARAMARK | 42289 | 1558773 | COM |
| CBOE GLOBAL MKTS INC | 4865 | 1221115 | COM |
| ABBOTT LABS | 4509 | 564933 | COM |
| EQUIFAX INC | 2222 | 482130 | COM |
| BROWN FORMAN CORP | 10297 | 268340 | CL B |