Sone Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Sone Capital Management, LLC | Institutional Filer | ▼ 3.36% | $1.19B | 101 |
Current Portfolio Holdings
Showing all 101 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LII | Lennox International Inc. | Industrials | 84K | $38.9M | 3.27% |
| 2 | ALLE | Allegion plc | Industrials | 266K | $38.7M | 3.25% |
| 3 | UNP | Union Pacific Corporation | Industrials | 159K | $38.6M | 3.24% |
| 4 | IEX | IDEX Corporation | Industrials | 204K | $38.6M | 3.24% |
| 5 | FOX | Fox Corporation | Communication Services | 632K | $33.6M | 2.82% |
| 6 | POOL | Pool Corporation | Industrials | 161K | $32.6M | 2.73% |
| 7 | AWK | American Water Works Company, Inc. | Utilities | 221K | $30.1M | 2.53% |
| 8 | DSGX | The Descartes Systems Group Inc. | Technology | 392K | $28.1M | 2.36% |
| 9 | VLTO | Veralto Corporation | Industrials | 315K | $27.8M | 2.33% |
| 10 | HD | The Home Depot, Inc. | Consumer Cyclical | 84K | $27.6M | 2.32% |
| 11 | ADSK | Autodesk, Inc. | Technology | 113K | $26.9M | 2.26% |
| 12 | HEIA | HEICO CORP NEW | — | 126K | $26.7M | 2.24% |
| 13 | MKTX | MarketAxess Holdings Inc. | Financial Services | 160K | $26.4M | 2.22% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 124K | $25.8M | 2.17% |
| 15 | FERG | Ferguson plc | Industrials | 100K | $23.4M | 1.96% |
Showing 1 to 15 of 101 holdings