Sone Capital Management, LLC holds a diversified book of 101 stocks worth $1.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Idex Corp and trimmed Fox Corp - Class B. Their largest long position is Lennox International Inc at 3% of the equity book.
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Use Arkolith to show Sone Capital Management, LLC's latest holdings, largest changes, and filing provenance.
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.
99% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lennox Intl Inc COM | $38.9M | 83.9K | 3.3% | ▲+113% Added · +45K sh | |
| 2 | Allegion PLC ORD SHS | $38.7M | 266.0K | 3.2% | ▲+34% Added · +68K sh | |
| 3 | Union Pac Corp COM | $38.6M | 159.3K | 3.2% | ▲+3.3% Added · +5K sh | |
| 4 | Idex Corp COM | $38.6M | 203.8K | 3.2% | ▲New New position | |
| 5 | Fox Corp CL B COM | $33.6M | 632.0K | 2.8% | ▼−8.7% Reduced · −61K sh | |
| 6 | Pool Corp COM | $32.6M | 160.9K | 2.7% | ▲+30% Added · +38K sh | |
| 7 | American WTR WKS Co Inc New COM | $30.1M | 221.3K | 2.5% | ▲+4.3% Added · +9K sh | |
| 8 | Descartes Sys Group Inc COM | $28.1M | 391.8K | 2.4% | ▲+98% Added · +194K sh | |
| 9 | Veralto Corp COM SHS | $27.8M | 314.5K | 2.3% | ▲+168% Added · +197K sh | |
| 10 | Home Depot Inc COM | $27.6M | 84.0K | 2.3% | ▲+296% Added · +63K sh | |
| 11 | Autodesk Inc COM | $26.9M | 112.5K | 2.3% | ▲+94% Added · +54K sh | |
| 12 | Heico Corp New CL A | $26.7M | 126.4K | 2.2% | ▲+36% Added · +34K sh | |
| 13 | Marketaxess Hldgs Inc COM | $26.4M | 160.0K | 2.2% | ▲15× Added · +150K sh | |
| 14 | Amazon Com Inc COM | $25.8M | 123.9K | 2.2% | ▼−11% Reduced · −15K sh | |
| 15 | Ferguson Enterprises Inc COMMON STOCK NEW | $23.4M | 100.3K | 2.0% | ▲+44% Added · +31K sh | |
| 16 | Fortive Corp COM | $23.1M | 418.7K | 1.9% | ▲New New position | |
| 17 | Trane Technologies PLC SHS | $22.5M | 53.9K | 1.9% | ▼−21% Reduced · −15K sh | |
| 18 | Appfolio Inc COM CL A | $21.1M | 133.7K | 1.8% | ▲+107% Added · +69K sh | |
| 19 | Intercontinental Exchange In COM | $21.0M | 133.2K | 1.8% | ▲+68% Added · +54K sh | |
| 20 | Thermo Fisher Scientific Inc COM | $19.7M | 40.2K | 1.7% | ▲+270% Added · +29K sh | |
| 21 | Hershey Co COM | $19.4M | 93.1K | 1.6% | ▲New New position | |
| 22 | Pepsico Inc COM | $19.2M | 123.8K | 1.6% | ▲+131% Added · +70K sh | |
| 23 | Automatic Data Processing In COM | $18.1M | 89.3K | 1.5% | ▲+30% Added · +20K sh | |
| 24 | Visa Inc COM CL A | $18.0M | 59.6K | 1.5% | ▲+103% Added · +30K sh | |
| 25 | Microsoft Corp COM | $17.0M | 45.9K | 1.4% | ▲+48% Added · +15K sh | |
| 26 | Zoetis Inc CL A | $15.5M | 130.9K | 1.3% | ▲+36% Added · +35K sh | |
| 27 | Mastercard Incorporated CL A | $15.4M | 30.9K | 1.3% | ▲New New position | |
| 28 | Meritage Homes Corp COM | $15.4M | 249.6K | 1.3% | ▼−24% Reduced · −78K sh | |
| 29 | Intuit COM | $15.4M | 35.6K | 1.3% | ▲+29% Added · +8K sh | |
| 30 | Factset Resh Sys Inc COM | $14.5M | 66.7K | 1.2% | ▼−27% Reduced · −24K sh | |
| 31 | Aptargroup Inc COM | $14.3M | 113.8K | 1.2% | ▲+47% Added · +36K sh | |
| 32 | Edwards Lifesciences Corp COM | $14.1M | 176.0K | 1.2% | ▲+603% Added · +151K sh | |
| 33 | Xcel Energy Inc COM | $13.7M | 172.9K | 1.2% | ▼−30% Reduced · −73K sh | |
| 34 | Nvidia Corporation COM | $13.4M | 77.0K | 1.1% | ▲+94% Added · +37K sh | |
| 35 | Bentley Sys Inc COM CL B | $13.2M | 374.5K | 1.1% | ▼−31% Reduced · −167K sh | |
| 36 | KKR & Co Inc COM | $12.3M | 133.0K | 1.0% | ▲+50% Added · +44K sh | |
| 37 | Tradeweb MKTS Inc CL A | $12.0M | 102.3K | 1.0% | ▼−4.4% Reduced · −5K sh | |
| 38 | Alcon AG ORD SHS | $11.7M | 155.8K | 1.0% | ▲New New position | |
| 39 | Boston Scientific Corp COM | $11.7M | 186.1K | 1.0% | ▼−5.5% Reduced · −11K sh | |
| 40 | Mettler Toledo International COM | $10.9M | 8.7K | 0.9% | ▲New New position | |
| 41 | Aon PLC SHS CL A | $10.2M | 31.5K | 0.9% | ▼−8.2% Reduced · −3K sh | |
| 42 | Servicenow Inc COM | $10.2M | 97.2K | 0.9% | ▲New New position | |
| 43 | Canadian Pacific Kansas City COM | $10.0M | 127.0K | 0.8% | ▼−51% Reduced · −134K sh | |
| 44 | Amphenol Corp CL A | $9.9M | 78.2K | 0.8% | ▼−34% Reduced · −40K sh | |
| 45 | Otis Worldwide Corp COM | $9.7M | 126.3K | 0.8% | ▼−68% Reduced · −269K sh | |
| 46 | Alphabet Inc CAP STK CL A | $9.7M | 33.7K | 0.8% | ▲+224% Added · +23K sh | |
| 47 | RB Global Inc COM | $9.6M | 100.5K | 0.8% | ▲New New position | |
| 48 | Steris PLC SHS USD | $9.6M | 43.5K | 0.8% | ▼−2.2% Reduced · −987 sh | |
| 49 | Manhattan Associates Inc COM | $9.6M | 71.9K | 0.8% | ▲New New position | |
| 50 | Paychex Inc COM | $9.5M | 103.4K | 0.8% | ▲+33% Added · +26K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.