Fund HoldingsSone Capital Management, LLC

Total Portfolio Value
$1.23B
Total Bought
$524.08M
Total Sold
$485.77M
Net Transaction
+$38.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
OTIS WORLDWIDE CORP(OTIS)0395,648+395,648034,5602.80%+34,560
ALLEGION PLC(ALLE)16,080198,288+182,2082,85231,5712.56%+28,720
ECOLAB INC(ECL)098,215+98,215025,7832.09%+25,783
POOL CORP(POOL)21,710123,344+101,6346,73228,2152.29%+21,483
BENTLEY SYS INC(BSY)0541,325+541,325020,6601.68%+20,660
XCEL ENERGY INC(XEL)0246,104+246,104018,1771.47%+18,177
KIMBERLY-CLARK CORP(KMB)41,075227,278+186,2035,10722,9301.86%+17,823
FERGUSON ENTERPRISES INC(FERG)069,439+69,439015,4591.25%+15,459
AMAZON COM INC(AMZN)0139,278+139,278032,1482.61%+32,148
PROCORE TECHNOLOGIES INC(PCOR)0199,511+199,511014,5121.18%+14,512
AUTOMATIC DATA PROCESSING IN12,35368,828+56,4753,62617,7051.44%+14,079
CLOROX CO DEL(CLX)0176,016+176,016017,7481.44%+17,748
VEEVA SYS INC(VEEV)055,353+55,353012,3561.00%+12,356
AUTODESK INC058,038+58,038017,1801.39%+17,180
EQUINIX INC(EQIX)023,507+23,507018,0101.46%+18,010
IQVIA HLDGS INC(IQV)37,20682,937+45,7317,06718,6951.52%+11,628
WILLIAMS COS INC(WMB)0191,321+191,321011,5000.93%+11,500
STERIS PLC(STE)044,482+44,482011,2770.91%+11,277
MCDONALDS CORP(MCD)036,811+36,811011,2510.91%+11,251
STRYKER CORPORATION(SYK)31,63865,042+33,40411,69622,8601.85%+11,165
AMERICAN WTR WKS CO INC NEW123,895212,218+88,32317,24527,6942.25%+10,450
AIR PRODS & CHEMS INC038,113+38,11309,4150.76%+9,415
WORKDAY INC(WDAY)043,300+43,30009,3000.75%+9,300
INTUIT(INTU)13,57427,654+14,0809,27018,3191.49%+9,049
ROCKET COS INC(RKT)0443,696+443,69608,5900.70%+8,590
OLD DOMINION FREIGHT LINE IN(ODFL)18,95469,107+50,1532,66810,8360.88%+8,168
PEPSICO INC(PEP)053,577+53,57707,6890.62%+7,689
HOME DEPOT INC(HD)021,213+21,21307,2990.59%+7,299
MARSH & MCLENNAN COS INC(MRSH)035,830+35,83006,6470.54%+6,647
WEC ENERGY GROUP INC(WEC)062,242+62,24206,5640.53%+6,564
AGILENT TECHNOLOGIES INC(A)54,33695,662+41,3266,97413,0171.06%+6,043
COCA COLA CO(KO)085,634+85,63405,9870.49%+5,987
APPFOLIO INC(APPF)33,13864,542+31,4049,13515,0161.22%+5,881
META PLATFORMS INC(META)08,795+8,79505,8050.47%+5,805
FOX CORP(FOX)686,754692,619+5,86539,34444,9723.65%+5,628
MICROSOFT CORP(MSFT)18,65031,087+12,4379,66015,0341.22%+5,375
NVIDIA CORPORATION(NVDA)13,38039,616+26,2362,4967,3880.60%+4,892
AMPHENOL CORP NEW89,341117,723+28,38211,05615,9091.29%+4,853
BLOCK INC(XYZ)074,466+74,46604,8470.39%+4,847
ZOOMINFO TECHNOLOGIES INC(GTM)0467,802+467,80204,7580.39%+4,758
TRANE TECHNOLOGIES PLC(TT)52,35068,461+16,11122,09026,6452.16%+4,555
UNION PAC CORP(UNP)133,230154,168+20,93831,49235,6622.89%+4,171
MERITAGE HOMES CORP(MTH)240,478327,871+87,39317,41821,5741.75%+4,156
CELSIUS HLDGS INC(CELH)087,304+87,30403,9930.32%+3,993
GARTNER INC(IT)015,124+15,12403,8150.31%+3,815
DUKE ENERGY CORP NEW(DUK)031,129+31,12903,6490.30%+3,649
RYAN SPECIALTY HOLDINGS INC(RYAN)070,506+70,50603,6400.30%+3,640
THERMO FISHER SCIENTIFIC INC(TMO)010,844+10,84406,2840.51%+6,284
GUIDEWIRE SOFTWARE INC(GWRE)4,63519,584+14,9491,0653,9370.32%+2,871
VERALTO CORP(VLTO)83,383117,329+33,9468,88911,7070.95%+2,818
VULCAN MATLS CO(VMC)07,879+7,87902,2470.18%+2,247
REVVITY INC(RVTY)155,379161,493+6,11413,61915,6241.27%+2,005
PAYCHEX INC(PAYX)53,02577,738+24,7136,7218,7210.71%+1,999
BROWN FORMAN CORP(BF-A)063,991+63,99101,6840.14%+1,684
LINDE PLC(LIN)19,40325,295+5,8929,21610,7860.88%+1,569
ARAMARK(ARMK)042,289+42,28901,5590.13%+1,559
CBOE GLOBAL MKTS INC(CBOE)04,865+4,86501,2210.10%+1,221
CROWN CASTLE INC(CCI)85,612104,843+19,2318,2619,3170.76%+1,057
CLEARWAY ENERGY INC(CWEN)162,771162,77104,3835,1140.41%+731
ABBOTT LABS04,509+4,50905650.05%+565
BOSTON SCIENTIFIC CORP(BSX)187,387197,033+9,64618,29518,7871.52%+493
EQUIFAX INC(EFX)02,222+2,22204820.04%+482
ARCH CAP GROUP LTD
ORD
78,59978,59907,1317,5390.61%+408
MORNINGSTAR INC(MORN)39,22643,658+4,4329,1019,4870.77%+386
BROWN FORMAN CORP(BF-A)010,297+10,29702680.02%+268
RENAISSANCERE HLDGS LTD(RNR)9,8169,81602,4932,7600.22%+267
MONDELEZ INTL INC(MDLZ)150,139174,942+24,8039,3799,4170.76%+38
COSTAR GROUP INC(CSGP)333,912417,145+83,23328,17228,0492.28%-123
HEICO CORP NEW92,96092,662-29823,62023,3911.90%-230
EDWARDS LIFESCIENCES CORP31,90325,055-6,8482,4812,1360.17%-345
IDEXX LABS INC(IDXX)7,2535,991-1,2624,6344,0530.33%-581
BLACKSTONE INC(BX)4,7230-4,7238070-807
DESCARTES SYS GROUP INC(DSGX)193,741197,514+3,77318,24417,3271.41%-917
FACTSET RESH SYS INC(FDS)95,12290,740-4,38227,25226,3322.14%-920
CADENCE DESIGN SYSTEM INC(CDNS)3,0670-3,0671,0770-1,077
TAYLOR MORRISON HOME CORP(TMHC)134,771126,421-8,3508,8967,4420.60%-1,454
BLACKLINE INC(BL)103,39764,277-39,1205,4903,5540.29%-1,937
SERVICETITAN INC(TTAN)43,67221,390-22,2824,4032,2780.18%-2,125
METTLER TOLEDO INTERNATIONAL(MTD)1,9080-1,9082,3420-2,342
AMERICAN TOWER CORP NEW(AMT)109,396106,377-3,01921,03918,6771.52%-2,362
VERTIV HOLDINGS CO(VRT)81,45960,051-21,40812,2899,7290.79%-2,560
KLA CORP(KLAC)2,7620-2,7622,9790-2,979
CHURCH & DWIGHT CO INC(CHD)228,837202,957-25,88020,05317,0181.38%-3,035
ALCON AG(ALC)41,6090-41,6093,1000-3,100
LENNOX INTL INC(LII)42,20239,331-2,87122,34019,0981.55%-3,242
TRANSUNION(TRU)170,345128,500-41,84514,27211,0190.89%-3,253
TOPBUILD CORP21,35211,523-9,8298,3464,8070.39%-3,538
BELLRING BRANDS INC(BRBR)148,47669,301-79,1755,3971,8520.15%-3,545
SPS COMM INC(SPSC)40,8800-40,8804,2570-4,257
KKR & CO INC(KKR)121,42888,775-32,65315,78011,3170.92%-4,463
VISA INC(V)46,43429,317-17,11715,85210,2820.83%-5,570
BLACKBAUD INC(BLKB)180,35889,454-90,90411,5995,6640.46%-5,935
TYLER TECHNOLOGIES INC(TYL)54,76949,427-5,34228,65322,4371.82%-6,216
COOPER COS INC(COO)076,649+76,64906,2820.51%+6,282
WASTE MGMT INC DEL(WM)29,0260-29,0266,4100-6,410
CMS ENERGY CORP(CMS)90,4170-90,4176,6240-6,624
CANADIAN PACIFIC KANSAS CITY(CP)347,221261,314-85,90725,86319,2381.56%-6,624
VANGUARD INDEX FDS76,5720-76,5727,0000-7,000
HUBSPOT INC(HUBS)000000
PAYCOM SOFTWARE INC(PAYC)37,6830-37,6837,8430-7,843
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