Fund HoldingsSone Capital Management, LLC

Total Portfolio Value
$1.19B
Total Bought
$466.13M
Total Sold
$499.20M
Net Transaction
-$33.07M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
IDEX CORP(IEX)0203,824+203,824038,6353.24%+38,635
MARKETAXESS HLDGS INC(MKTX)0159,966+159,966026,3912.22%+26,391
FORTIVE CORP(FTV)0418,695+418,695023,1451.94%+23,145
HOME DEPOT INC(HD)21,21383,951+62,7387,29927,6112.32%+20,311
LENNOX INTL INC(LII)39,33183,859+44,52819,09838,9213.27%+19,823
HERSHEY CO(HSY)093,120+93,120019,3591.63%+19,359
VERALTO CORP(VLTO)117,329314,528+197,19911,70727,8112.33%+16,103
MASTERCARD INCORPORATED(MA)030,918+30,918015,4481.30%+15,448
THERMO FISHER SCIENTIFIC INC(TMO)10,84440,158+29,3146,28419,7391.66%+13,455
EDWARDS LIFESCIENCES CORP25,055176,039+150,9842,13614,0971.18%+11,961
ALCON AG(ALC)0155,829+155,829011,7420.99%+11,742
PEPSICO INC(PEP)53,577123,824+70,2477,68919,2291.61%+11,539
METTLER TOLEDO INTERNATIONAL(MTD)08,653+8,653010,9130.92%+10,913
DESCARTES SYS GROUP INC(DSGX)197,514391,828+194,31417,32728,0602.36%+10,733
SERVICENOW INC(NOW)097,155+97,155010,1580.85%+10,158
AUTODESK INC58,038112,523+54,48517,18026,9382.26%+9,758
RB GLOBAL INC(RBA)0100,501+100,50109,6330.81%+9,633
MANHATTAN ASSOCIATES INC(MANH)071,913+71,91309,5730.80%+9,573
LOWES COS INC(LOW)036,867+36,86708,7110.73%+8,711
INTERCONTINENTAL EXCHANGE IN(ICE)0133,219+133,219020,9531.76%+20,953
SYNOPSYS INC(SNPS)020,226+20,22608,0190.67%+8,019
FERGUSON ENTERPRISES INC(FERG)69,439100,332+30,89315,45923,4031.96%+7,944
VISA INC(V)29,31759,622+30,30510,28218,0201.51%+7,738
ALLEGION PLC(ALLE)198,288266,044+67,75631,57138,6543.25%+7,082
JPMORGAN CHASE & CO(JPM)023,689+23,68906,9680.59%+6,968
VULCAN MATLS CO(VMC)7,87933,419+25,5402,2479,1000.76%+6,853
MSCI INC(MSCI)011,936+11,93606,4340.54%+6,434
ALPHABET INC(GOOG)033,655+33,65509,6780.81%+9,678
APPFOLIO INC(APPF)64,542133,705+69,16315,01621,1011.77%+6,086
NVIDIA CORPORATION(NVDA)39,61676,997+37,3817,38813,4281.13%+6,040
BALL CORP090,486+90,48605,3490.45%+5,349
COSTCO WHOLESALE CORPORATION(COST)05,167+5,16705,1490.43%+5,149
APTARGROUP INC0113,777+113,777014,3381.20%+14,338
MARRIOTT INTL INC NEW(MAR)014,802+14,80204,8410.41%+4,841
AIRBNB INC036,619+36,61904,6240.39%+4,624
WEX INC(WEX)029,404+29,40404,5000.38%+4,500
PTC INC(PTC)031,316+31,31604,4620.37%+4,462
POOL CORP(POOL)123,344160,882+37,53828,21532,5512.73%+4,336
WILLIS TOWERS WATSON PLC LTD(WTW)013,437+13,43703,9060.33%+3,906
MODINE MFG CO(MOD)017,287+17,28703,7460.31%+3,746
ABBOTT LABORATORIES4,50940,063+35,5545654,1130.35%+3,548
ZOETIS INC(ZTS)0130,871+130,871015,4701.30%+15,470
HEICO CORP NEW92,662126,426+33,76423,39126,6872.24%+3,297
UNION PAC CORP(UNP)154,168159,274+5,10635,66238,6433.24%+2,981
MONSTER BEVERAGE CORP NEW(MNST)039,456+39,45602,8590.24%+2,859
MEDPACE HLDGS INC(MEDP)05,869+5,86902,8180.24%+2,818
DUKE ENERGY CORP NEW(DUK)31,12948,438+17,3093,6496,3420.53%+2,694
BELLRING BRANDS INC(BRBR)69,301277,598+208,2971,8524,4670.38%+2,614
AMERICAN WTR WKS CO INC NEW212,218221,282+9,06427,69430,1142.53%+2,420
JOYY INC(JOYY)034,020+34,02001,9860.17%+1,986
MICROSOFT CORP(MSFT)31,08745,920+14,83315,03416,9981.43%+1,964
MCCORMICK & CO INC(MKC)036,725+36,72501,8520.16%+1,852
COOPER COS INC(COO)76,649113,157+36,5086,2828,0910.68%+1,809
STANDARD BIOTOOLS INC01,766,781+1,766,78101,6240.14%+1,624
KLARNA GROUP PLC(KLAR)099,374+99,37401,3010.11%+1,301
KKR & CO INC(KKR)88,775133,044+44,26911,31712,3071.03%+990
META PLATFORMS INC(META)8,79511,619+2,8245,8056,6480.56%+842
PAYCHEX INC(PAYX)77,738103,401+25,6638,7219,5250.80%+805
NASDAQ INC(NDAQ)07,420+7,42006300.05%+630
CELSIUS HLDGS INC(CELH)87,304127,612+40,3083,9934,5280.38%+534
TRADEWEB MKTS INC(TW)0102,289+102,289012,0351.01%+12,035
SERVICETITAN INC(TTAN)21,39043,379+21,9892,2782,7530.23%+475
AUTOMATIC DATA PROCESSING IN68,82889,263+20,43517,70518,1361.52%+432
S&P GLOBAL INC(SPGI)0593+59302520.02%+252
RENAISSANCERE HLDGS LTD(RNR)9,8169,971+1552,7602,9640.25%+204
CBOE GLOBAL MKTS INC(CBOE)4,8654,756-1091,2211,3370.11%+116
REPLIGEN CORP(RGEN)039,340+39,34004,6350.39%+4,635
BROWN FORMAN CORP(BF-A)10,2970-10,2972680-268
EQUIFAX INC(EFX)2,2220-2,2224820-482
ARCH CAP GROUP LTD
ORD
78,59970,370-8,2297,5396,7550.57%-784
TOPBUILD COR11,52310,292-1,2314,8073,6160.30%-1,192
ARAMARK(ARMK)42,2890-42,2891,5590-1,559
STERIS PLC(STE)44,48243,495-98711,2779,6180.81%-1,659
BROWN FORMAN CORP(BF-A)63,9910-63,9911,6840-1,684
ZOOMINFO TECHNOLOGIES INC(GTM)467,802475,244+7,4424,7582,8420.24%-1,916
AON PLC(AON)031,483+31,483010,1620.85%+10,162
BLOCK INC(XYZ)74,46634,620-39,8464,8472,0830.17%-2,764
INTUIT(INTU)27,65435,647+7,99318,31915,4131.29%-2,906
BLACKBAUD INC(BLKB)89,45470,196-19,2585,6642,7100.23%-2,954
OLD DOMINION FREIGHT LINE IN(ODFL)69,10738,796-30,31110,8367,5810.64%-3,255
BLACKLINE INC(BL)64,2770-64,2773,5540-3,554
ROCKET COS INC(RKT)443,696347,926-95,7708,5904,9580.42%-3,632
RYAN SPECIALTY HOLDINGS INC(RYAN)70,5060-70,5063,6400-3,640
TAYLOR MORRISON HOME CORP(TMHC)126,42164,963-61,4587,4423,7830.32%-3,659
ROPER TECHNOLOGIES INC(ROP)000000
GARTNER INC(IT)15,1240-15,1243,8150-3,815
GUIDEWIRE SOFTWARE INC(GWRE)19,5840-19,5843,9370-3,937
IDEXX LABS INC(IDXX)5,9910-5,9914,0530-4,053
TRANE TECHNOLOGIES PLC(TT)68,46153,922-14,53926,64522,4711.89%-4,174
XCEL ENERGY INC(XEL)246,104172,854-73,25018,17713,7321.15%-4,446
PAYLOCITY HLDG CORP(PCTY)000000
CLEARWAY ENERGY INC(CWEN)162,7710-162,7715,1140-5,114
COCA COLA CO(KO)85,6340-85,6345,9870-5,987
AMPHENOL CORP117,72378,186-39,53715,9099,8790.83%-6,030
MERITAGE HOMES CORP(MTH)327,871249,624-78,24721,57415,4371.30%-6,137
VERTIV HOLDINGS CO(VRT)60,05113,710-46,3419,7293,4350.29%-6,293
AMAZON COM INC(AMZN)139,278123,889-15,38932,14825,8022.17%-6,346
WEC ENERGY GROUP INC(WEC)62,2420-62,2426,5640-6,564
MARSH & MCLENNAN COS INC(MRSH)35,8300-35,8306,6470-6,647
WILLIAMS COS INC(WMB)191,32162,942-128,37911,5004,5810.38%-6,919
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