SONE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FOX | 693K | $44.97M |
 | BSY | 541K | $20.66M |
 | RKT | 444K | $8.59M |
 | CSGP | 417K | $28.05M |
 | OTIS | 396K | $34.56M |
 | MTH | 328K | $21.57M |
 | CP | 261K | $19.24M |
 | XEL | 246K | $18.18M |
 | KMB | 227K | $22.93M |
 | AWK | 212K | $27.69M |
 | CHD | 203K | $17.02M |
 | PCOR | 200K | $14.51M |
 | ALLE | 198K | $31.57M |
 | DSGX | 198K | $17.33M |
 | BSX | 197K | $18.79M |
 | WMB | 191K | $11.50M |
 | CLX | 176K | $17.75M |
 | MDLZ | 175K | $9.42M |
 | CWEN-A | 163K | $5.11M |
 | UNP | 154K | $35.66M |
Fox Corporation
FOX
Shares Held
693K
Value
$44.97M
Bentley Systems, Incorporated
BSY
Shares Held
541K
Value
$20.66M
Rocket Companies, Inc.
RKT
Shares Held
444K
Value
$8.59M
CoStar Group, Inc.
CSGP
Shares Held
417K
Value
$28.05M
Otis Worldwide Corporation
OTIS
Shares Held
396K
Value
$34.56M
Meritage Homes Corporation
MTH
Shares Held
328K
Value
$21.57M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
261K
Value
$19.24M
Xcel Energy Inc.
XEL
Shares Held
246K
Value
$18.18M
Kimberly-Clark Corporation
KMB
Shares Held
227K
Value
$22.93M
American Water Works Company, Inc.
AWK
Shares Held
212K
Value
$27.69M
Church & Dwight Co., Inc.
CHD
Shares Held
203K
Value
$17.02M
Procore Technologies, Inc.
PCOR
Shares Held
200K
Value
$14.51M
Allegion plc
ALLE
Shares Held
198K
Value
$31.57M
The Descartes Systems Group Inc.
DSGX
Shares Held
198K
Value
$17.33M
Boston Scientific Corporation
BSX
Shares Held
197K
Value
$18.79M
The Williams Companies, Inc.
WMB
Shares Held
191K
Value
$11.50M
The Clorox Company
CLX
Shares Held
176K
Value
$17.75M
Mondelez International, Inc.
MDLZ
Shares Held
175K
Value
$9.42M
Clearway Energy, Inc.
CWEN-A
Shares Held
163K
Value
$5.11M
Union Pacific Corporation
UNP
Shares Held
154K
Value
$35.66M