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CIK: 0002026215
Total reported value
$1.3B
$1.3B
104 檔
10.1%
In Q1 2025, Sone Capital Management, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 104 disclosed stock positions.
During Q1 2025, Sone Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEX | Idex CORP | Stock-Industrials | 3.08% | -1.40% | — | |
| 2 | IT | Gartner Inc | Stock-Tech | 2.86% | — | +609.12% | |
| 3 | LII | Lennox International Inc | Stock-Industrials | 2.65% | -2.97% | +526.88% | |
| 4 | COO | Cooper Cos Inc/the | Stock-Healthcare | 2.55% | +1.43% | +49.11% | |
| 5 | BSY | Bentley Systems Inc-class B | Stock-Tech | 2.52% | +0.69% | +62.52% | |
| 6 | FDS | Factset Research Systems Inc | Stock-Financials | 2.47% | -0.08% | — | |
| 7 | PCTY | Paylocity Holding CORP | Stock-Tech | 2.41% | +0.26% | NEW | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.38% | -1.59% | +15.71% | |
| 9 | TYL | Tyler Technologies Inc | Stock-Tech | 2.19% | -0.21% | — | |
| 10 | AKX | Ansys Inc | Stock-Other | 2.19% | — | +73.58% | |
| 11 | CLX | Clorox Company | Stock-Consumer Staples | 2.17% | — | +126.63% | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 2.07% | +0.68% | +151.85% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | -0.81% | EXIT | |
| 14 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 1.94% | +0.18% | -17.03% | |
| 15 | XEL | Xcel Energy Inc | Stock-Utilities | 1.89% | -0.55% | — | |
| 16 | A | Agilent Technologies Inc | Stock-Healthcare | 1.84% | +0.14% | +238.36% | |
| 17 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 1.80% | -0.88% | +89.61% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | -0.10% | +73.37% | |
| 19 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.63% | — | +1613.82% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.58% | -0.83% | +14.87% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.56% | -1.66% | EXIT | |
| 22 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.56% | -0.64% | EXIT | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.54% | — | +44.14% | |
| 24 | ARMK | Aramark | Stock-Industrials | 1.52% | +0.85% | NEW | |
| 25 | MTD | Mettler-toledo International | Stock-Healthcare | 1.42% | -0.18% | +720.27% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.40% | +0.40% | +72.31% | |
| 27 | HEI-A | Heico Corp-class A | Stock-Other | 1.38% | +0.59% | +4.88% | |
| 28 | KKR | Kkr & Co Inc | Stock-Financials | 1.37% | -1.03% | EXIT | |
| 29 | LGF-BEUR | Lions Gate Entertainment-b | Stock-Other | 1.34% | — | +20.18% | |
| 30 | FOX | Fox CORP - Class B | Stock-Comm Services | 1.33% | -0.40% | +70.94% | |
| 31 | CSX | Csx CORP | Stock-Industrials | 1.31% | — | +10.12% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | +0.90% | +419.58% | |
| 33 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.24% | — | +198.64% | |
| 34 | MORN | Morningstar Inc | Stock-Financials | 1.19% | — | — | |
| 35 | MSCI | Msci Inc | Stock-Financials | 1.18% | +0.07% | +92.53% | |
| 36 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.12% | +0.76% | NEW | |
| 37 | GTLB | Gitlab Inc-cl A | Stock-Tech | 1.04% | — | +53.42% | |
| 38 | ALLE | Allegion plc | Stock-Industrials | 1.03% | -1.67% | +1906.14% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | +0.13% | +208.41% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | +0.05% | NEW | |
| 41 | FTV | Fortive CORP | Stock-Tech | 0.92% | -0.43% | -22.46% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.91% | — | — | |
| 43 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.89% | -0.82% | +106.01% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -1.51% | EXIT | |
| 45 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.86% | — | +125.63% | |
| 46 | DAY | Dayforce Inc | Stock-Other | 0.86% | — | -15.32% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -2.23% | — | |
| 48 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.84% | — | +515.09% | |
| 49 | ATR | Aptargroup Inc | Stock-Healthcare | 0.82% | -0.34% | +86.50% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | — | — |
According to official SEC Form 13F filings, Sone Capital Management, LLC reported a total U.S. public equity portfolio value of $1.3B across 104 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IEX, IT, LII) accounted for 10.1% of total reported equity market value during Q1 2025.
During Q1 2025, Sone Capital Management, LLC's top holdings by market value included IEX (3.1%)、IT (2.9%)、LII (2.6%). The largest single position, IEX, represented 3.1% of total portfolio value.
In Q1 2025, Sone Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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