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Sone Capital Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,312,750,136
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- HEICO CORP NEW · CL A · 422806208 · shares: $37,133,108
- VERALTO CORP · COM SHS · 92338C103 · shares: $37,007,139
- QIAGEN NV · ORD SHARES · N72482156 · shares: $33,297,990
- AMERICAN TOWER CORP · COM · 03027X100 · shares: $32,427,262
- FOX CORP · CL B COM · 35137L204 · shares: $31,765,249
- POOL CORP · COM · 73278L105 · shares: $31,454,053
- MICROSOFT CORP · COM · 594918104 · shares: $30,533,179
- FERGUSON ENTERPRISES INC · COMMON STOCK NEW · 31488V107 · shares: $28,312,757
- COOPER COS INC · COM · 216648501 · shares: $27,753,921
- HERSHEY CO · COM · 427866108 · shares: $27,532,842
Reported holdings
108 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 12,992 shares | $1,162,524 |
| HOME DEPOT INC | COM | 437076102 | — | 3,263 shares | $1,150,795 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 9,919 shares | $1,134,833 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | — | 4,692 shares | $1,078,409 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 23,801 shares | $1,015,827 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 2,139 shares | $627,112 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 8,693 shares | $622,419 |
| PEPSICO INC | COM | 713448108 | — | 2,221 shares | $300,723 |