Sone Capital Management, LLC holds a diversified book of 108 reported positions worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Qiagen N.V. and trimmed Pool Corp. Their largest long position is Heico Corp-Class A at 3% of the reported non-option book. Cloning the disclosed picks since 2025 would be -3% (-2.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Sone Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sone Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoey Investments, Inc | 31 / 80 | $524.6M |
| Ghe, LLC | 8 / 80 | $166.3M |
| Fundsmith Investment Services LTD. | 10 / 80 | $2.7B |
| Fundsmith LLP | 11 / 80 | $7.6B |
| Veritas Asset Management LLP | 9 / 80 | $3.2B |
| Greenleaf Trust | 56 / 80 | $5.8B |
| Oakmont Corp | 9 / 80 | $280.4M |
| Skandinaviska Enskilda Banken AB (publ) | 19 / 80 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Sone Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Heico Corp New CL A | $37.1M | 144.0K | 2.8% | ▲+14% Added · +18K sh | |
| 2 | Veralto Corp COM SHS | $37.0M | 417.3K | 2.8% | ▲+33% Added · +103K sh | |
| 3 | Qiagen NV ORD SHARES | $33.3M | 851.6K | 2.5% | ▲New New position | |
| 4 | American Tower Corp COM | $32.4M | 198.2K | 2.5% | ▲+374% Added · +156K sh | |
| 5 | Fox Corp CL B COM | $31.8M | 678.2K | 2.4% | ▲+7.3% Added · +46K sh | |
| 6 | Pool Corp COM | $31.5M | 146.4K | 2.4% | ▼−9.0% Reduced · −15K sh | |
| 7 | Microsoft Corp COM | $30.5M | 81.9K | 2.3% | ▲+78% Added · +36K sh | |
| 8 | Ferguson Enterprises Inc COMMON STOCK NEW | $28.3M | 119.3K | 2.2% | ▲+19% Added · +19K sh | |
| 9 | Cooper Cos Inc COM | $27.8M | 387.0K | 2.1% | ▲+242% Added · +274K sh | |
| 10 | Hershey Co COM | $27.5M | 156.9K | 2.1% | ▲+69% Added · +64K sh | |
| 11 | Amazon Com Inc COM | $27.1M | 113.8K | 2.1% | ▼−8.2% Reduced · −10K sh | |
| 12 | Union Pac Corp COM | $26.1M | 95.8K | 2.0% | ▼−40% Reduced · −63K sh | |
| 13 | Idex Corp COM | $24.1M | 106.3K | 1.8% | ▼−48% Reduced · −98K sh | |
| 14 | Bentley Sys Inc COM CL B | $23.5M | 786.5K | 1.8% | ▲+110% Added · +412K sh | |
| 15 | Waters Corp COM | $22.8M | 60.7K | 1.7% | ▲New New position | |
| 16 | Marriott Intl Inc New CL A | $22.6M | 61.1K | 1.7% | ▲+312% Added · +46K sh | |
| 17 | Ecolab Inc COM | $21.0M | 75.3K | 1.6% | ▲+155% Added · +46K sh | |
| 18 | Allegion PLC ORD SHS | $20.8M | 148.0K | 1.6% | ▼−44% Reduced · −118K sh | |
| 19 | Intercontinental Exchange In COM | $20.4M | 166.0K | 1.6% | ▲+25% Added · +33K sh | |
| 20 | Descartes Sys Group Inc COM | $20.2M | 292.0K | 1.5% | ▼−25% Reduced · −100K sh | |
| 21 | Fortive Corp COM | $19.9M | 325.4K | 1.5% | ▼−22% Reduced · −93K sh | |
| 22 | Toll Brothers Inc COM | $18.9M | 114.8K | 1.4% | ▲New New position | |
| 23 | Tradeweb MKTS Inc CL A | $18.7M | 187.5K | 1.4% | ▲+83% Added · +85K sh | |
| 24 | Appfolio Inc COM CL A | $18.6M | 116.3K | 1.4% | ▼−13% Reduced · −17K sh | |
| 25 | Lowes Cos Inc COM | $18.6M | 84.4K | 1.4% | ▲+129% Added · +48K sh | |
| 26 | RPM Intl Inc COM | $18.6M | 167.2K | 1.4% | ▲New New position | |
| 27 | Msa Safety Inc COM | $18.6M | 106.4K | 1.4% | ▲New New position | |
| 28 | McDonalds Corp COM | $18.5M | 68.4K | 1.4% | ▲40× Added · +67K sh | |
| 29 | Automatic Data Processing In COM | $18.5M | 82.4K | 1.4% | ▼−7.7% Reduced · −7K sh | |
| 30 | Ball Corp COM | $18.4M | 295.4K | 1.4% | ▲+227% Added · +205K sh | |
| 31 | Marketaxess Hldgs Inc COM | $17.7M | 155.5K | 1.3% | ▼−2.8% Reduced · −4K sh | |
| 32 | Intuitive Surgical Inc COM NEW | $17.1M | 42.9K | 1.3% | ▲New New position | |
| 33 | Procore Technologies Inc COM | $16.6M | 409.6K | 1.3% | ▲+823% Added · +365K sh | |
| 34 | Nvidia Corporation COM | $16.5M | 82.3K | 1.3% | ▲+6.9% Added · +5K sh | |
| 35 | Duke Energy Corp New COM NEW | $15.8M | 125.1K | 1.2% | ▲+158% Added · +77K sh | |
| 36 | Trane Technologies PLC SHS | $15.7M | 32.0K | 1.2% | ▼−41% Reduced · −22K sh | |
| 37 | Manhattan Associates Inc COM | $14.9M | 106.8K | 1.1% | ▲+49% Added · +35K sh | |
| 38 | Factset Resh Sys Inc COM | $14.9M | 64.6K | 1.1% | ▼−3.0% Reduced · −2K sh | |
| 39 | Icon Pub Ltd Co SHS | $14.5M | 83.3K | 1.1% | ▲New New position | |
| 40 | Lincoln Elec Hldgs Inc COM | $13.9M | 52.2K | 1.1% | ▲New New position | |
| 41 | Carrier Global Corporation COM | $13.8M | 188.2K | 1.1% | ▲New New position | |
| 42 | JPMorgan Chase & Co COM | $13.8M | 42.2K | 1.1% | ▲+78% Added · +18K sh | |
| 43 | Coca Cola Co COM | $13.4M | 165.3K | 1.0% | ▲New New position | |
| 44 | Revvity Inc COM | $12.2M | 109.8K | 0.9% | ▲New New position | |
| 45 | Mastercard Incorporated CL A | $12.1M | 23.5K | 0.9% | ▼−24% Reduced · −7K sh | |
| 46 | Aptargroup Inc COM | $11.3M | 90.4K | 0.9% | ▼−21% Reduced · −23K sh | |
| 47 | Old Dominion Freight Line In COM | $11.2M | 51.8K | 0.9% | ▲+34% Added · +13K sh | |
| 48 | WW Grainger Inc COM | $11.2M | 8.2K | 0.9% | ▲New New position | |
| 49 | Aramark COM | $11.2M | 196.2K | 0.9% | ▲New New position | |
| 50 | Mondelez Intl Inc CL A | $11.0M | 189.6K | 0.8% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2026215/holdings"
Use Arkolith to show Sone Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.