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 |
|---|---|---|---|---|
| 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% |
Holdings in FTV
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,145,459 | 418,695 | Shares | Sole | 2026-05-15 | |
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