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CIK: 0002026215
Total reported value
$1.3B
$1.3B
98 檔
11.6%
During the Q2 2025 filing period, Sone Capital Management, LLC (CIK: 0002026215) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 98 reported positions.
During Q2 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 | 3.70% | -1.40% | +38.05% | |
| 2 | FTV | Fortive CORP | Stock-Tech | 2.73% | -0.43% | +365.68% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.10% | +53.71% | |
| 4 | ZTS | Zoetis Inc | Stock-Healthcare | 2.56% | -1.30% | EXIT | |
| 5 | IT | Gartner Inc | Stock-Tech | 2.49% | — | +0.71% | |
| 6 | WAT | Waters CORP | Stock-Healthcare | 2.41% | +1.73% | NEW | |
| 7 | ADSK | Autodesk Inc | Stock-Tech | 2.39% | -1.56% | +270.55% | |
| 8 | HUBS | Hubspot Inc | Stock-Tech | 2.21% | — | +1604.44% | |
| 9 | HEI-A | Heico Corp-class A | Stock-Other | 2.19% | +0.59% | +44.05% | |
| 10 | COO | Cooper Cos Inc/the | Stock-Healthcare | 2.12% | +1.43% | +10.24% | |
| 11 | FOX | Fox CORP - Class B | Stock-Comm Services | 2.06% | -0.40% | +76.29% | |
| 12 | PCTY | Paylocity Holding CORP | Stock-Tech | 2.05% | +0.26% | NEW | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.93% | -0.38% | — | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.88% | -1.66% | EXIT | |
| 15 | DAY | Dayforce Inc | Stock-Other | 1.84% | — | +152.56% | |
| 16 | XYZ | Block Inc | Stock-Financials | 1.76% | +0.02% | +274.98% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.72% | — | +263.38% | |
| 18 | MSCI | Msci Inc | Stock-Financials | 1.67% | +0.07% | +55.14% | |
| 19 | XEL | Xcel Energy Inc | Stock-Utilities | 1.63% | -0.55% | +0.29% | |
| 20 | EQIX | Equinix Inc | Stock-Real Estate | 1.58% | — | +233.45% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.57% | +1.37% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.81% | EXIT | |
| 23 | ATR | Aptargroup Inc | Stock-Healthcare | 1.48% | -0.34% | +90.17% | |
| 24 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.47% | -0.24% | EXIT | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.46% | +0.23% | +640.51% | |
| 26 | FDS | Factset Research Systems Inc | Stock-Financials | 1.42% | -0.08% | -34.87% | |
| 27 | CLX | Clorox Company | Stock-Consumer Staples | 1.38% | — | -12.61% | |
| 28 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.38% | — | +25.02% | |
| 29 | PCOR | Procore Technologies Inc | Stock-Tech | 1.29% | +1.06% | — | |
| 30 | INTU | Intuit Inc | Stock-Tech | 1.24% | -0.83% | -31.81% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.24% | +0.69% | +145.72% | |
| 32 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 1.18% | +0.18% | -25.19% | |
| 33 | TRU | Transunion | Stock-Financials | 1.17% | — | +408.86% | |
| 34 | CARR | Carrier Global CORP | Stock-Industrials | 1.10% | +1.05% | NEW | |
| 35 | LIN | Linde plc | Stock-Materials | 1.10% | — | +197.88% | |
| 36 | CMS | Cms Energy CORP | Stock-Utilities | 1.08% | — | — | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 1.07% | +0.40% | -19.62% | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 1.03% | -0.80% | EXIT | |
| 39 | A | Agilent Technologies Inc | Stock-Healthcare | 1.01% | +0.14% | -39.09% | |
| 40 | PAYC | Paycom Software Inc | Stock-Tech | 1.01% | — | — | |
| 41 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.98% | +0.41% | — | |
| 42 | STE | STERIS plc | Stock-Healthcare | 0.97% | -0.44% | +62.88% | |
| 43 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.95% | +0.83% | NEW | |
| 44 | POOL | Pool CORP | Stock-Industrials | 0.94% | -0.33% | +440.43% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.91% | — | -1.61% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | -1.51% | EXIT | |
| 47 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.90% | -0.21% | — | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.88% | +1.86% | +285.59% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -1.59% | -54.28% | |
| 50 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.86% | — | — |
According to official SEC Form 13F filings, Sone Capital Management, LLC reported a total U.S. public equity portfolio value of $1.3B across 98 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IEX, FTV, AMZN) accounted for 11.6% of total reported equity market value during Q2 2025.
During Q2 2025, Sone Capital Management, LLC's top holdings by market value included IEX (3.7%)、FTV (2.7%)、AMZN (2.6%). The largest single position, IEX, represented 3.7% of total portfolio value.
In Q2 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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