Sone Capital Management, LLC
Top Portfolio Positions
99 positions ·
$1,130,790,657 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LII |
Lennox International Inc
Industrials
|
83,859 | $38,921,477 | 3.44% | |
| ALLE |
Allegion plc
Industrials
|
266,044 | $38,653,532 | 3.42% | |
| UNP |
Union Pacific Corp
Industrials
|
159,274 | $38,643,057 | 3.42% | |
| IEX |
Idex Corp /De/
Industrials
|
203,824 | $38,634,839 | 3.42% | |
| POOL |
Pool Corp
Industrials
|
160,882 | $32,551,255 | 2.88% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
221,282 | $30,114,267 | 2.66% | |
| DSGX |
Descartes Systems Group Inc
Technology
|
391,828 | $28,039,211 | 2.48% | |
| VLTO |
Veralto Corp
Industrials
|
314,528 | $27,810,565 | 2.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
83,951 | $27,610,644 | 2.44% | |
| ADSK |
Autodesk, Inc.
Technology
|
112,523 | $26,938,006 | 2.38% |
Portfolio Trend
6 quarters · across all stocks
Holdings in APPF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,101,323 | 133,705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,015,696 | 64,542 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,134,821 | 33,138 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $4,998,986 | 22,733 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||