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.
Top Valuable Stocks in Sone Capital Management, LLC Portfolio
FOX CORP
UNION PAC CORP
OTIS WORLDWIDE CORP
AMAZON COM INC
ALLEGION PLC
POOL CORP
COSTAR GROUP INC
AMERICAN WTR WKS CO INC NEW
TRANE TECHNOLOGIES PLC
FACTSET RESH SYS INC
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