IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sone Capital Management, LLC

Q1 2026 Holdings

Filed 2026-05-15 | 101 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Lennox Intl Inc(LII)COM526107107$38.9M83,8593.3%
Allegion PLC(ALLE)ORD SHSG0176J109$38.7M266,0443.2%
Union PAC Corp(UNP)COM907818108$38.6M159,2743.2%
Idex Corp(IEX)COM45167R104$38.6M203,8243.2%
FOX Corp(FOX)CL B COM35137L204$33.6M632,0252.8%
Pool Corp(POOL)COM73278L105$32.6M160,8822.7%
American WTR WKS Co Inc New(AWK)COM030420103$30.1M221,2822.5%
Descartes SYS Group Inc(DSGX)COM249906108$28.1M391,8282.4%
Veralto Corp(VLTO)COM SHS92338C103$27.8M314,5282.3%
Home Depot Inc(HD)COM437076102$27.6M83,9512.3%
Autodesk Inc(ADSK)COM052769106$26.9M112,5232.3%
Heico Corp New(HEI/A)CL A422806208$26.7M126,4262.2%
Marketaxess Hldgs Inc(MKTX)COM57060D108$26.4M159,9662.2%
Amazon COM Inc(AMZN)COM023135106$25.8M123,8892.2%
Ferguson Enterprises Inc(FERG)COMMON STOCK NEW31488V107$23.4M100,3322.0%
Fortive Corp(FTV)COM34959J108$23.1M418,6951.9%
Trane Technologies PLC(TT)SHSG8994E103$22.5M53,9221.9%
Appfolio Inc(APPF)COM CL A03783C100$21.1M133,7051.8%
Intercontinental Exchange in(ICE)COM45866F104$21.0M133,2191.8%
Thermo Fisher Scientific Inc(TMO)COM883556102$19.7M40,1581.7%
Hershey Co(HSY)COM427866108$19.4M93,1201.6%
Pepsico Inc(PEP)COM713448108$19.2M123,8241.6%
Automatic Data Processing in(ADP)COM053015103$18.1M89,2631.5%
Visa Inc(V)COM CL A92826C839$18.0M59,6221.5%
Microsoft Corp(MSFT)COM594918104$17.0M45,9201.4%
Zoetis Inc(ZTS)CL A98978V103$15.5M130,8711.3%
Mastercard Incorporated(MA)CL A57636Q104$15.4M30,9181.3%
Meritage Homes Corp(MTH)COM59001A102$15.4M249,6241.3%
Intuit(INTU)COM461202103$15.4M35,6471.3%
Factset Resh SYS Inc(FDS)COM303075105$14.5M66,6521.2%
Aptargroup Inc(ATR)COM038336103$14.3M113,7771.2%
Edwards Lifesciences Corp(EW)COM28176E108$14.1M176,0391.2%
Xcel Energy Inc(XEL)COM98389B100$13.7M172,8541.2%
Nvidia Corporation(NVDA)COM67066G104$13.4M76,9971.1%
Bentley SYS Inc(BSY)COM CL B08265T208$13.2M374,5241.1%
KKR & Co Inc(KKR)COM48251W104$12.3M133,0441.0%
Tradeweb Mkts Inc(TW)CL A892672106$12.0M102,2891.0%
Alcon AG(ALC)ORD SHSH01301128$11.7M155,8291.0%
Boston Scientific Corp(BSX)COM101137107$11.7M186,0941.0%
Mettler Toledo International(MTD)COM592688105$10.9M8,6530.9%
AON PLC(AON)SHS CL AG0403H108$10.2M31,4830.9%
Servicenow Inc(NOW)COM81762P102$10.2M97,1550.9%
Canadian Pacific Kansas City(CP)COM13646K108$10.0M127,0310.8%
Amphenol Corp(APH)CL A032095101$9.9M78,1860.8%
Otis Worldwide Corp(OTIS)COM68902V107$9.7M126,2510.8%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$9.7M33,6550.8%
RB Global Inc(RBA)COM74935Q107$9.6M100,5010.8%
Steris PLC(STE)SHS USDG8473T100$9.6M43,4950.8%
Manhattan Associates Inc(MANH)COM562750109$9.6M71,9130.8%
Paychex Inc(PAYX)COM704326107$9.5M103,4010.8%
Page 1 of 3Next