SC
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Sone Capital Management, LLC13F | |
| Sone Capital Management, LLC | |
| Last update 2025-05-15 | 104 Stocks (34 new) |
| Value $971.00 Mil | Turnover 59 % |
Sone Capital Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEX | IDEX Corp | 165,226 | 29,901.0 | New Holding | 3.080 | +3.08% | 0.220 | +10.92% | -11.13% | 13,900.2 | Industrial Products | |
IT | Gartner Inc | 66,161 | 27,770.4 | +609.12% | 2.860 | +2.46% | 0.090 | -12.16% | -26.30% | 27,482.6 | Software | |
LII | Lennox International Inc | 45,969 | 25,780.8 | +526.88% | 2.650 | +2.23% | 0.130 | +30.40% | +8.88% | 23,436.1 | Construction | |
COO | The Cooper Companies Inc | 293,090 | 24,722.1 | +49.11% | 2.550 | +0.84% | 0.150 | -9.62% | -20.52% | 14,577.4 | Medical Devices & Instruments | |
BSY | Bentley Systems Inc | 622,385 | 24,484.6 | +62.52% | 2.520 | +0.97% | 0.210 | +35.02% | +25.75% | 17,759.9 | Software | |
FDS | FactSet Research Systems Inc | 52,852 | 24,028.6 | New Holding | 2.470 | +2.47% | 0.140 | -2.10% | -13.06% | 15,712.5 | Capital Markets | |
PCTY | Paylocity Holding Corp | 125,180 | 23,451.2 | +1,181.93% | 2.410 | +2.22% | 0.230 | +1.04% | -6.63% | 10,286.6 | Software | |
PEP | PepsiCo Inc | 154,292 | 23,134.5 | +15.71% | 2.380 | +0.32% | 0.010 | +3.28% | -2.52% | 198,968.0 | Beverages - Non-Alcoholic | |
TYL | Tyler Technologies Inc | 36,634 | 21,298.6 | New Holding | 2.190 | +2.19% | 0.080 | -1.35% | -2.61% | 24,218.2 | Software | |
ANSS | Ansys Inc | 67,219 | 21,278.8 | +73.58% | 2.190 | +0.93% | 0.080 | +23.64% | +10.96% | 32,907.0 | Software |
Sone Capital Management, LLC's Historical Top Holdings Breakdowns
Sone Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WM | Waste Management Inc | 2025-03-31 | Reduce Reduce | -3.09% | 200.54 ($221.47) 233.78 | $227.94 | 2.92% | Reduce -98.17% | 2,255 | -121,237 | |
IEX | IDEX Corp | 2025-03-31 | New Buy New Buy | +3.08% | 178.23 ($199.07) 224.31 | $183.91 | -7.62% | New holding | 165,226 | 165,226 | |
ROP | Roper Technologies Inc | 2025-03-31 | Sold Out Sold Out | -2.64% | 502.71 ($561.16) 593.81 | $559.40 | -0.31% | Sold Out | 0 | -40,080 | |
FDS | FactSet Research Systems Inc | 2025-03-31 | New Buy New Buy | +2.47% | 427.5 ($455.27) 476.51 | $415.60 | -8.71% | New holding | 52,852 | 52,852 | |
IT | Gartner Inc | 2025-03-31 | Add Add | +2.46% | 418.25 ($492.81) 548.38 | $357.15 | -27.53% | Add 609.12% | 66,161 | 56,831 | |
LIN | Linde PLC | 2025-03-31 | Reduce Reduce | -2.45% | 412.91 ($450.21) 468.77 | $470.58 | 4.52% | Reduce -84.4% | 8,548 | -46,236 | |
SHW | Sherwin-Williams Co | 2025-03-31 | Reduce Reduce | -2.28% | 330.16 ($350.95) 365.55 | $342.81 | -2.32% | Reduce -97.19% | 1,537 | -53,202 | |
LII | Lennox International Inc | 2025-03-31 | Add Add | +2.23% | 553.05 ($605.45) 666.93 | $663.77 | 9.63% | Add 526.88% | 45,969 | 38,636 | |
PCTY | Paylocity Holding Corp | 2025-03-31 | Add Add | +2.22% | 183.21 ($199.78) 217.86 | $186.25 | -6.77% | Add 1181.93% | 125,180 | 115,415 | |
TYL | Tyler Technologies Inc | 2025-03-31 | New Buy New Buy | +2.19% | 553.41 ($593.87) 646.74 | $560.74 | -5.58% | New holding | 36,634 | 36,634 |
Sone Capital Management, LLC Total Holding History ($B)
Sone Capital Management, LLC's Asset Allocation
Sone Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sone Capital Management, LLC's Hypothetical Growth since 2025-03-31
Sone Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sone Capital Management, LLC's Holdings Heat Map
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Sone Capital Management, LLC's Holdings Bubble Chart
Sone Capital Management, LLC News
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