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CIK: 0002026215
Total reported value
$1.3B
$1.3B
100 檔
13.6%
In Q4 2025, Sone Capital Management, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 100 disclosed stock positions.
Sone Capital Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 32 new positions while fully exiting 28 holdings and trimming 31 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FOX | Fox CORP - Class B | Stock-Comm Services | 3.65% | -0.40% | +0.85% | |
| 2 | UNP | Union Pacific CORP | Stock-Industrials | 2.89% | -1.25% | +15.72% | |
| 3 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.80% | -0.77% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.10% | +82.40% | |
| 5 | ALLE | Allegion plc | Stock-Industrials | 2.56% | -1.67% | +1133.13% | |
| 6 | POOL | Pool CORP | Stock-Industrials | 2.29% | -0.33% | +468.14% | |
| 7 | CSGP | Costar Group Inc | Stock-Real Estate | 2.28% | -0.09% | +24.93% | |
| 8 | AWK | American Water Works Co Inc | Stock-Utilities | 2.25% | -2.16% | +71.29% | |
| 9 | TT | Trane Technologies plc | Stock-Industrials | 2.16% | -0.69% | +30.78% | |
| 10 | FDS | Factset Research Systems Inc | Stock-Financials | 2.14% | -0.08% | -4.61% | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 2.09% | +0.94% | — | |
| 12 | HEI-A | Heico Corp-class A | Stock-Other | 1.90% | +0.59% | -0.32% | |
| 13 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.86% | — | +453.32% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.85% | +0.40% | +105.58% | |
| 15 | TYL | Tyler Technologies Inc | Stock-Tech | 1.82% | -0.21% | -9.75% | |
| 16 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 1.75% | -0.48% | +36.34% | |
| 17 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.68% | +0.69% | — | |
| 18 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.56% | -0.21% | -24.74% | |
| 19 | LII | Lennox International Inc | Stock-Industrials | 1.55% | -2.97% | -6.80% | |
| 20 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.52% | -0.90% | +5.15% | |
| 21 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.52% | -0.64% | EXIT | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.52% | +1.86% | -2.76% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 1.49% | -0.83% | +103.73% | |
| 24 | XEL | Xcel Energy Inc | Stock-Utilities | 1.47% | -0.55% | — | |
| 25 | EQIX | Equinix Inc | Stock-Real Estate | 1.46% | — | +196.24% | |
| 26 | CLX | Clorox Company | Stock-Consumer Staples | 1.44% | — | +432.25% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 1.44% | -0.11% | +457.18% | |
| 28 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.41% | -0.82% | +1.95% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 1.39% | -1.56% | +277.16% | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.38% | +0.54% | -11.31% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 1.29% | -0.40% | +31.77% | |
| 32 | RVTY | Revvity Inc | Stock-Healthcare | 1.27% | +0.93% | NEW | |
| 33 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.25% | +0.20% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | +0.90% | +66.69% | |
| 35 | APPF | Appfolio Inc - A | Stock-Tech | 1.22% | -0.35% | +94.77% | |
| 36 | PCOR | Procore Technologies Inc | Stock-Tech | 1.18% | +1.06% | — | |
| 37 | A | Agilent Technologies Inc | Stock-Healthcare | 1.06% | +0.14% | +76.06% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 1.04% | -0.20% | -42.94% | |
| 39 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.00% | — | — | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.98% | -1.30% | EXIT | |
| 41 | AON | Aon plc | Stock-Financials | 0.98% | -0.85% | EXIT | |
| 42 | VLTO | Veralto CORP | Stock-Industrials | 0.95% | +0.49% | +40.71% | |
| 43 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.93% | +0.41% | -56.78% | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.93% | -0.03% | — | |
| 45 | KKR | Kkr & Co Inc | Stock-Financials | 0.92% | -1.03% | EXIT | |
| 46 | STE | STERIS plc | Stock-Healthcare | 0.91% | -0.44% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | +1.37% | — | |
| 48 | TRU | Transunion | Stock-Financials | 0.89% | — | -24.56% | |
| 49 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.88% | +0.22% | +264.60% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.88% | — | +30.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALLE | Allegion plc | +2.3% | +1133.13% | Add |
| 2 | POOL | Pool CORP | +1.7% | +468.14% | Add |
| 3 | KMB | Kimberly-clark CORP | +1.4% | +453.32% | Add |
| 4 | AMZN | Amazon.com Inc | +1.2% | +82.40% | Add |
| 5 | ADP | Automatic Data Processing | +1.1% | +457.18% | Add |
| 6 | CLX | Clorox Company | +1.1% | +432.25% | Add |
| 7 | ADSK | Autodesk Inc | +1% | +277.16% | Add |
| 8 | EQIX | Equinix Inc | +0.9% | +196.24% | Add |
| 9 | IQV | Iqvia Holdings Inc | +0.9% | +122.91% | Add |
| 10 | SYK | Stryker CORP | +0.9% | +105.58% | Add |
| 11 | AWK | American Water Works Co Inc | +0.8% | +71.29% | Add |
| 12 | INTU | Intuit Inc | +0.7% | +103.73% | Add |
| 13 | ODFL | Old Dominion Freight Line | +0.7% | +264.60% | Add |
| 14 | A | Agilent Technologies Inc | +0.5% | +76.06% | Add |
| 15 | APPF | Appfolio Inc - A | +0.5% | +94.77% | Add |
| 16 | MSFT | Microsoft CORP | +0.4% | +66.69% | Add |
| 17 | NVDA | Nvidia CORP | +0.4% | +196.08% | Add |
| 18 | FOX | Fox CORP - Class B | +0.4% | +0.85% | Add |
| 19 | APH | Amphenol Corp-cl A | +0.4% | +31.77% | Add |
| 20 | TT | Trane Technologies plc | +0.3% | +30.78% | Add |
| 21 | MTH | Meritage Homes CORP | +0.3% | +36.34% | Add |
| 22 | UNP | Union Pacific CORP | +0.3% | +15.72% | Add |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.2% | +59.68% | Add |
| 24 | GWRE | Guidewire Software Inc | +0.2% | +322.52% | Add |
| 25 | VLTO | Veralto CORP | +0.2% | +40.71% | Add |
| 26 | PAYX | Paychex Inc | +0.2% | +46.61% | Add |
| 27 | RVTY | Revvity Inc | +0.1% | +3.93% | Add |
| 28 | LIN | Linde plc | +0.1% | +30.37% | Add |
| 29 | CCI | Crown Castle Inc | +0.1% | +22.46% | Add |
| 30 | NY4B | Clearway Energy Inc-a | +0.1% | — | Unchanged |
| 31 | ACGL | Arch Capital Group Ltd. | 0% | — | Unchanged |
| 32 | MORN | Morningstar Inc | 0% | +11.30% | Add |
| 33 | RNR | RenaissanceRe Holdings Ltd. | 0% | — | Unchanged |
| 34 | BSX | Boston Scientific CORP | 0% | +5.15% | Add |
| 35 | MDLZ | Mondelez International Inc-a | 0% | +16.52% | Add |
| 36 | EW | Edwards Lifesciences CORP | 0% | -21.47% | Trim |
| 37 | IDXX | Idexx Laboratories Inc | -0.1% | -17.40% | Trim |
| 38 | HEI-A | Heico Corp-class A | -0.1% | -0.32% | Trim |
| 39 | CSGP | Costar Group Inc | -0.1% | +24.93% | Add |
| 40 | DSGX | Descartes Systems Grp/the | -0.1% | +1.95% | Add |
| 41 | TMHC | Taylor Morrison Home CORP | -0.1% | -6.20% | Trim |
| 42 | FDS | Factset Research Systems Inc | -0.1% | -4.61% | Trim |
| 43 | BL | Blackline Inc | -0.2% | -37.83% | Trim |
| 44 | TTAN | Servicetitan Inc-a | -0.2% | -51.02% | Trim |
| 45 | VRT | Vertiv Holdings Co-a | -0.2% | -26.28% | Trim |
| 46 | AMT | American Tower CORP | -0.2% | -2.76% | Trim |
| 47 | BRBR | Bellring Brands Inc | -0.3% | -53.33% | Trim |
| 48 | TRU | Transunion | -0.3% | -24.56% | Trim |
| 49 | CHD | Church & Dwight Co Inc | -0.3% | -11.31% | Trim |
| 50 | BLD | Topbuild CORP | -0.3% | -46.03% | Trim |
According to official SEC Form 13F filings, Sone Capital Management, LLC reported a total U.S. public equity portfolio value of $1.3B across 100 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FOX, UNP, OTIS) accounted for 13.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
OTIS
市值: $34.6M
Top Position Liquidated / Trimmed
SPGI
前期市值: $30.3M
During Q4 2025, Sone Capital Management, LLC's top holdings by market value included FOX (3.6%)、UNP (2.9%)、OTIS (2.8%). The largest single position, FOX, represented 3.6% of total portfolio value.
In Q4 2025, Sone Capital Management, LLC made 125 total portfolio adjustments, initiating 32 new buys, adding to 34 positions, trimming 31 holdings, and fully liquidating 28 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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