Fund Holdings — Sone Capital Management, LLC

Total Portfolio Value
$1.19B
Total Bought
$622.12M
Total Sold
$517.04M
Net Transaction
+$105.08M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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UNION PAC CORP(UNP)0133,230+133,230031,4922.64%+31,492
S&P GLOBAL INC(SPGI)062,185+62,185030,2662.53%+30,266
TYLER TECHNOLOGIES INC(TYL)054,769+54,769028,6532.40%+28,653
INTERCONTINENTAL EXCHANGE IN(ICE)0139,286+139,286023,4671.96%+23,467
LENNOX INTL INC(LII)042,202+42,202022,3401.87%+22,340
AON PLC(AON)058,161+58,161020,7391.74%+20,739
COSTAR GROUP INC(CSGP)115,121333,912+218,7919,25628,1722.36%+18,916
BOSTON SCIENTIFIC CORP(BSX)0187,387+187,387018,2951.53%+18,295
FOX CORP(FOX)432,495686,754+254,25922,33039,3443.29%+17,014
TRADEWEB MKTS INC(TW)72,201247,481+175,28010,57027,4652.30%+16,895
CANADIAN PACIFIC KANSAS CITY(CP)122,478347,221+224,7439,72725,8632.16%+16,136
BALL CORP41,217355,135+313,9182,31217,9061.50%+15,594
TRANE TECHNOLOGIES PLC(TT)15,68452,350+36,6666,86022,0901.85%+15,229
DANAHER CORPORATION(DHR)23,94599,183+75,2384,73019,6641.65%+14,934
CROWN HLDGS INC(CCK)0148,489+148,489014,3431.20%+14,343
KKR & CO INC(KKR)17,365121,428+104,0632,31015,7801.32%+13,470
FACTSET RESH SYS INC(FDS)34,42295,122+60,70015,39627,2522.28%+11,855
AMERICAN TOWER CORP NEW(AMT)43,040109,396+66,3569,51321,0391.76%+11,526
AMERICAN WTR WKS CO INC NEW42,629123,895+81,2665,93017,2451.44%+11,315
ROPER TECHNOLOGIES INC(ROP)1,18223,870+22,68867011,9041.00%+11,234
CHURCH & DWIGHT CO INC(CHD)95,247228,837+133,5909,15420,0531.68%+10,899
COLGATE PALMOLIVE CO(CL)0132,053+132,053010,5560.88%+10,556
REVVITY INC(RVTY)31,788155,379+123,5913,07513,6191.14%+10,544
MCCORMICK & CO INC(MKC)89,870250,482+160,6126,81416,7601.40%+9,946
MERITAGE HOMES CORP(MTH)114,004240,478+126,4747,63517,4181.46%+9,783
REPLIGEN CORP(RGEN)70,452138,535+68,0838,76318,5181.55%+9,755
MICROSOFT CORP(MSFT)018,650+18,65009,6600.81%+9,660
DESCARTES SYS GROUP INC(DSGX)84,784193,741+108,9578,61018,2441.53%+9,635
MONDELEZ INTL INC(MDLZ)0150,139+150,13909,3790.78%+9,379
AMETEK INC049,264+49,26409,2620.78%+9,262
APPFOLIO INC(APPF)033,138+33,13809,1350.76%+9,135
PAYLOCITY HLDG CORP(PCTY)122,376195,301+72,92522,17331,1062.60%+8,932
TAYLOR MORRISON HOME CORP0134,771+134,77108,8960.74%+8,896
TOPBUILD CORP021,352+21,35208,3460.70%+8,346
SERVICENOW INC(NOW)08,872+8,87208,1650.68%+8,165
ZILLOW GROUP INC(Z)33,145138,800+105,6552,27010,3320.86%+8,062
VERTIV HOLDINGS CO(VRT)37,78081,459+43,6794,85112,2891.03%+7,438
VANGUARD INDEX FDS076,572+76,57207,0000.59%+7,000
MARKETAXESS HLDGS INC(MKTX)38,60386,668+48,0658,62215,1021.26%+6,480
CLEARWATER ANALYTICS HLDGS I205,140587,131+381,9914,49910,5800.89%+6,081
VISA INC(V)27,58746,434+18,8479,79515,8521.33%+6,057
BELLRING BRANDS INC(BRBR)0148,476+148,47605,3970.45%+5,397
KIMBERLY-CLARK CORP(KMB)041,075+41,07505,1070.43%+5,107
IDEXX LABS INC(IDXX)07,253+7,25304,6340.39%+4,634
MORNINGSTAR INC(MORN)14,55939,226+24,6674,5719,1010.76%+4,530
SERVICETITAN INC(TTAN)043,672+43,67204,4030.37%+4,403
AMPHENOL CORP NEW68,46089,341+20,8816,76011,0560.93%+4,296
SPS COMM INC(SPSC)040,880+40,88004,2570.36%+4,257
BLACKBAUD INC(BLKB)117,514180,358+62,8447,54611,5990.97%+4,053
ALPHABET INC(GOOG)92,06482,233-9,83116,22419,9911.67%+3,766
AUTOMATIC DATA PROCESSING IN012,353+12,35303,6260.30%+3,626
LOWES COS INC(LOW)60,51065,858+5,34813,42516,5511.39%+3,125
ALCON AG(ALC)041,609+41,60903,1000.26%+3,100
ZOETIS INC(ZTS)177,930210,085+32,15527,74830,7402.57%+2,991
KLA CORP(KLAC)02,762+2,76202,9790.25%+2,979
ARCH CAP GROUP LTD
ORD
46,66178,599+31,9384,2487,1310.60%+2,883
OLD DOMINION FREIGHT LINE IN(ODFL)018,954+18,95402,6680.22%+2,668
NVIDIA CORPORATION(NVDA)013,380+13,38002,4960.21%+2,496
WASTE MGMT INC DEL(WM)17,16729,026+11,8593,9286,4100.54%+2,482
METTLER TOLEDO INTERNATIONAL(MTD)01,908+1,90802,3420.20%+2,342
EDWARDS LIFESCIENCES CORP3,70931,903+28,1942902,4810.21%+2,191
APTARGROUP INC102,429135,758+33,32916,02318,1451.52%+2,122
TRANSUNION(TRU)144,512170,345+25,83312,71714,2721.19%+1,554
CADENCE DESIGN SYSTEM INC(CDNS)03,067+3,06701,0770.09%+1,077
GUIDEWIRE SOFTWARE INC(GWRE)04,635+4,63501,0650.09%+1,065
VERALTO CORP(VLTO)85,89583,383-2,5128,6718,8890.74%+218
STRYKER CORPORATION(SYK)29,33831,638+2,30011,60711,6960.98%+89
ACCENTURE PLC IRELAND
SHS CLASS A
30,29937,081+6,7829,0569,1440.77%+88
BLACKLINE INC(BL)97,332103,397+6,0655,5115,4900.46%-21
HEICO CORP NEW91,71192,960+1,24923,73023,6201.98%-110
CROWN CASTLE INC(CCI)82,62685,612+2,9868,4888,2610.69%-227
ROLLINS INC(ROL)4,7040-4,7042650—-265
CLEARWAY ENERGY INC(CWEN)160,596162,771+2,1754,8604,3830.37%-476
BLACKSTONE INC(BX)9,2934,723-4,5701,3908070.07%-583
ALLEGION PLC(ALLE)24,17016,080-8,0903,4832,8520.24%-632
IQVIA HLDGS INC(IQV)55,51337,206-18,3078,7487,0670.59%-1,681
RENAISSANCERE HLDGS LTD(RNR)18,4149,816-8,5984,4732,4930.21%-1,980
GITLAB INC(GTLB)47,8970-47,8972,1610—-2,161
COPART INC(CPRT)49,7760-49,7762,4430—-2,443
LINDE PLC(LIN)25,46319,403-6,06011,9479,2160.77%-2,730
VEEVA SYS INC(VEEV)9,8860-9,8862,8470—-2,847
PAYCOM SOFTWARE INC(PAYC)47,12237,683-9,43910,9047,8430.66%-3,061
GRAINGER W W INC(GWW)3,0240-3,0243,1460—-3,146
POOL CORP(POOL)34,80421,710-13,09410,1456,7320.56%-3,413
SBA COMMUNICATIONS CORP NEW(SBAC)15,3250-15,3253,5990—-3,599
WORKDAY INC(WDAY)15,5620-15,5623,7350—-3,735
UNITEDHEALTH GROUP INC(UNH)12,2520-12,2523,8220—-3,822
AGILENT TECHNOLOGIES INC(A)93,06954,336-38,73310,9836,9740.58%-4,009
INTUIT(INTU)17,06913,574-3,49513,4449,2700.78%-4,174
CME GROUP INC(CME)15,2270-15,2274,1970—-4,197
PAYCHEX INC(PAYX)76,70853,025-23,68311,1586,7210.56%-4,436
WEC ENERGY GROUP INC(WEC)42,6060-42,6064,4400—-4,440
ANSYS INC12,9650-12,9654,5540—-4,554
CBOE GLOBAL MKTS INC(CBOE)19,6720-19,6724,5880—-4,588
DEXCOM INC(DXCM)52,9890-52,9894,6250—-4,625
FISERV INC(FISV)27,0600-27,0604,6650—-4,665
CMS ENERGY CORP(CMS)168,24790,417-77,83011,6566,6240.55%-5,032
SYNOPSYS INC(SNPS)10,4290-10,4295,3470—-5,347
MONSTER BEVERAGE CORP NEW(MNST)253,786153,356-100,43015,89710,3220.86%-5,575
BECTON DICKINSON & CO(BDX)86,53845,417-41,12114,9068,5010.71%-6,405
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Sone Capital Management, LLC — 13F Holdings — Q3 2025 | TickerTrail