account_balance
Investment manager · 13F filer · SEC CIK 2026215
Sone Capital Management, LLC
Reported value$1.31Bas of Jun 30, 2026
Positions108 33 new, 26 sold out
Top 10 weight24.2%HEI-A alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HEI-AHEICO Corp
2.8%Added +14%
VLTOVeralto Corp
2.8%Added +33%
QGENQiagen N.V.
2.5%New
AMTAmerican Tower Corp
2.5%Added +374%
FOXFox Corp
2.4%Added +7%
POOLPool Corp
2.4%Trimmed −9%
MSFTMicrosoft Corp
2.3%Added +78%
FERGFerguson Enterprises Inc.
2.2%Added +19%
COOCooper Companies, Inc.
2.1%Added +242%
HSYHershey Co
2.1%Added +69%
AMZNAmazon.com Inc
2.1%Trimmed −8%
UNPUnion Pacific Corp
2.0%Trimmed −40%
HEI-AHEICO Corp
2.8%+14%
VLTOVeralto Corp
2.8%+33%
QGENQiagen N.V.
2.5%
AMTAmerican Tower Corp
2.5%+374%
FOXFox Corp
2.4%+7%
POOLPool Corp
2.4%−9%
MSFTMicrosoft Corp
2.3%
FERGFerguson Enterprises Inc.
2.2%
COOCooper Companies, Inc.
2.1%
HSYHershey Co
2.1%
AMZNAmazon.com Inc
2.1%
UNPUnion Pacific Corp
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HEI-A HEICO Corp 2.8% Added +14%VLTO Veralto Corp 2.8% Added +33%QGEN Qiagen N.V. 2.5% NewAMT American Tower Corp 2.5% Added +374%FOX Fox Corp 2.4% Added +7%POOL Pool Corp 2.4% Trimmed −9%MSFT Microsoft Corp 2.3% Added +78%FERG Ferguson Enterprises Inc. 2.2% Added +19%COO Cooper Companies, Inc. 2.1% Added +242%HSY Hershey Co 2.1% Added +69%AMZN Amazon.com Inc 2.1% Trimmed −8%UNP Union Pacific Corp 2.0% Trimmed −40%
What changed
Biggest moves since Mar 31, 2026
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