Sone Capital Management, LLC Quant / Systematic

Location: New York, NY

CIK: 0002026215 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $1.232B (100.0% shares, 0.0% debt)

Holdings (100)

FOX FOX CORP 3.6%
Value $44.97M Shares 692,619 Est. Cost $48.69 Unrealized +19.9%
UNP UNION PAC CORP 2.9%
Value $35.66M Shares 154,168 Est. Cost $223.72 Unrealized +1.6%
OTIS OTIS WORLDWIDE CORP 2.8%
Value $34.56M Shares 395,648 Est. Cost $89.25 Unrealized 0.0%
AMZN AMAZON COM INC 2.6%
Value $32.15M Shares 139,278 Est. Cost $216.11 Unrealized +5.9%
ALLE ALLEGION PLC 2.6%
Value $31.57M Shares 198,288 Est. Cost $163.63 Unrealized +1.9%
POOL POOL CORP 2.3%
Value $28.21M Shares 123,344 Est. Cost $267.59 Unrealized -3.0%
CSGP COSTAR GROUP INC 2.3%
Value $28.05M Shares 417,145 Est. Cost $81.98 Unrealized -13.6%
AWK AMERICAN WTR WKS CO INC NEW 2.2%
Value $27.69M Shares 212,218 Est. Cost $135.71 Unrealized -1.9%
TT TRANE TECHNOLOGIES PLC 2.2%
Value $26.65M Shares 68,461 Est. Cost $415.97 Unrealized -0.6%
FDS FACTSET RESH SYS INC 2.1%
Value $26.33M Shares 90,740 Est. Cost $405.30 Unrealized -30.9%
ECL ECOLAB INC 2.1%
Value $25.78M Shares 98,215 Est. Cost $265.71 Unrealized 0.0%
HEI/A HEICO CORP NEW 1.9%
Value $23.39M Shares 92,662 Est. Cost $206.96 Unrealized +19.3%
KMB KIMBERLY-CLARK CORP 1.9%
Value $22.93M Shares 227,278 Est. Cost $111.73 Unrealized -3.0%
SYK STRYKER CORPORATION 1.9%
Value $22.86M Shares 65,042 Est. Cost $367.53 Unrealized -1.1%
TYL TYLER TECHNOLOGIES INC 1.8%
Value $22.44M Shares 49,427 Est. Cost $561.33 Unrealized -15.1%
MTH MERITAGE HOMES CORP 1.8%
Value $21.57M Shares 327,871 Est. Cost $74.39 Unrealized -6.9%
BSY BENTLEY SYS INC 1.7%
Value $20.66M Shares 541,325 Est. Cost $45.52 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 1.6%
Value $19.24M Shares 261,314 Est. Cost $76.36 Unrealized -3.6%
LII LENNOX INTL INC 1.5%
Value $19.1M Shares 39,331 Est. Cost $581.04 Unrealized -14.0%
BSX BOSTON SCIENTIFIC CORP 1.5%
Value $18.79M Shares 197,033 Est. Cost $103.29 Unrealized -5.1%
IQV IQVIA HLDGS INC 1.5%
Value $18.69M Shares 82,937 Est. Cost $209.97 Unrealized +3.6%
AMT AMERICAN TOWER CORP NEW 1.5%
Value $18.68M Shares 106,377 Est. Cost $204.72 Unrealized -11.9%
INTU INTUIT 1.5%
Value $18.32M Shares 27,654 Est. Cost $645.56 Unrealized +2.3%
XEL XCEL ENERGY INC 1.5%
Value $18.18M Shares 246,104 Est. Cost $78.29 Unrealized 0.0%
EQIX EQUINIX INC 1.5%
Value $18.01M Shares 23,507 Est. Cost $804.11 Unrealized -2.9%
CLX CLOROX CO DEL 1.4%
Value $17.75M Shares 176,016 Est. Cost $116.51 Unrealized -7.1%
ADP AUTOMATIC DATA PROCESSING IN 1.4%
Value $17.7M Shares 68,828 Est. Cost $270.75 Unrealized -2.2%
DSGX DESCARTES SYS GROUP INC 1.4%
Value $17.33M Shares 197,514 Est. Cost $105.75 Unrealized -15.5%
ADSK AUTODESK INC 1.4%
Value $17.18M Shares 58,038 Est. Cost $297.61 Unrealized +1.7%
CHD CHURCH & DWIGHT CO INC 1.4%
Value $17.02M Shares 202,957 Est. Cost $95.15 Unrealized -10.4%
APH AMPHENOL CORP NEW 1.3%
Value $15.91M Shares 117,723 Est. Cost $91.92 Unrealized +45.3%
RVTY REVVITY INC 1.3%
Value $15.62M Shares 161,493 Est. Cost $94.77 Unrealized +1.3%
FERG FERGUSON ENTERPRISES INC 1.3%
Value $15.46M Shares 69,439 Est. Cost $237.95 Unrealized 0.0%
MSFT MICROSOFT CORP 1.2%
Value $15.03M Shares 31,087 Est. Cost $505.46 Unrealized -1.0%
APPF APPFOLIO INC 1.2%
Value $15.02M Shares 64,542 Est. Cost $254.32 Unrealized -6.6%
PCOR PROCORE TECHNOLOGIES INC 1.2%
Value $14.51M Shares 199,511 Est. Cost $73.96 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 1.1%
Value $13.02M Shares 95,662 Est. Cost $138.49 Unrealized +3.8%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value $12.87M Shares 79,473 Est. Cost $177.73 Unrealized -12.1%
VEEV VEEVA SYS INC 1.0%
Value $12.36M Shares 55,353 Est. Cost $265.35 Unrealized 0.0%
ZTS ZOETIS INC 1.0%
Value $12.11M Shares 96,234 Est. Cost $157.70 Unrealized -17.4%
AON AON PLC 1.0%
Value $12.1M Shares 34,302 Est. Cost $361.49 Unrealized -3.4%
VLTO VERALTO CORP 0.9%
Value $11.71M Shares 117,329 Est. Cost $101.73 Unrealized -0.7%
TW TRADEWEB MKTS INC 0.9%
Value $11.5M Shares 106,959 Est. Cost $131.75 Unrealized -18.5%
WMB WILLIAMS COS INC 0.9%
Value $11.5M Shares 191,321 Est. Cost $60.06 Unrealized 0.0%
KKR KKR & CO INC 0.9%
Value $11.32M Shares 88,775 Est. Cost $140.97 Unrealized -11.8%
STE STERIS PLC 0.9%
Value $11.28M Shares 44,482 Est. Cost $251.13 Unrealized 0.0%
MCD MCDONALDS CORP 0.9%
Value $11.25M Shares 36,811 Est. Cost $305.09 Unrealized 0.0%
TRU TRANSUNION 0.9%
Value $11.02M Shares 128,500 Est. Cost $87.17 Unrealized -5.8%
ODFL OLD DOMINION FREIGHT LINE IN 0.9%
Value $10.84M Shares 69,107 Est. Cost $145.76 Unrealized -1.8%
LIN LINDE PLC 0.9%
Value $10.79M Shares 25,295 Est. Cost $445.55 Unrealized -4.1%
V VISA INC 0.8%
Value $10.28M Shares 29,317 Est. Cost $326.98 Unrealized +4.1%
VRT VERTIV HOLDINGS CO 0.8%
Value $9.729M Shares 60,051 Est. Cost $116.54 Unrealized +48.9%
DHR DANAHER CORPORATION 0.8%
Value $9.725M Shares 42,480 Est. Cost $207.38 Unrealized +5.9%
MORN MORNINGSTAR INC 0.8%
Value $9.487M Shares 43,658 Est. Cost $277.60 Unrealized -22.0%
ATR APTARGROUP INC 0.8%
Value $9.448M Shares 77,467 Est. Cost $150.86 Unrealized -18.5%
MDLZ MONDELEZ INTL INC 0.8%
Value $9.417M Shares 174,942 Est. Cost $62.51 Unrealized -8.7%
APD AIR PRODS & CHEMS INC 0.8%
Value $9.415M Shares 38,113 Est. Cost $251.65 Unrealized 0.0%
CCI CROWN CASTLE INC 0.8%
Value $9.317M Shares 104,843 Est. Cost $96.82 Unrealized -5.9%
WDAY WORKDAY INC 0.8%
Value $9.3M Shares 43,300 Est. Cost $227.21 Unrealized 0.0%
PAYX PAYCHEX INC 0.7%
Value $8.721M Shares 77,738 Est. Cost $137.68 Unrealized -15.3%
RKT ROCKET COS INC 0.7%
Value $8.59M Shares 443,696 Est. Cost $17.88 Unrealized 0.0%
PEP PEPSICO INC 0.6%
Value $7.689M Shares 53,577 Est. Cost $145.91 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.6%
Value $7.539M Shares 78,599 Est. Cost $91.22 Unrealized +0.3%
TMHC TAYLOR MORRISON HOME CORP 0.6%
Value $7.442M Shares 126,421 Est. Cost $65.82 Unrealized -7.1%
NVDA NVIDIA CORPORATION 0.6%
Value $7.388M Shares 39,616 Est. Cost $182.13 Unrealized +2.2%
HD HOME DEPOT INC 0.6%
Value $7.299M Shares 21,213 Est. Cost $364.59 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value $6.647M Shares 35,830 Est. Cost $186.43 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.5%
Value $6.564M Shares 62,242 Est. Cost $110.27 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value $6.284M Shares 10,844 Est. Cost $520.62 Unrealized +8.6%
COO COOPER COS INC 0.5%
Value $6.282M Shares 76,649 Est. Cost $95.86 Unrealized -21.9%
KO COCA COLA CO 0.5%
Value $5.987M Shares 85,634 Est. Cost $69.40 Unrealized 0.0%
META META PLATFORMS INC 0.5%
Value $5.805M Shares 8,795 Est. Cost $667.32 Unrealized 0.0%
BLKB BLACKBAUD INC 0.5%
Value $5.664M Shares 89,454 Est. Cost $66.10 Unrealized -6.4%
CWEN/A CLEARWAY ENERGY INC 0.4%
Value $5.114M Shares 162,771 Est. Cost $24.52 Unrealized +26.5%
PCTY PAYLOCITY HLDG CORP 0.4%
Value $5.075M Shares 33,279 Est. Cost $190.89 Unrealized -22.1%
XYZ BLOCK INC 0.4%
Value $4.847M Shares 74,466 Est. Cost $68.98 Unrealized 0.0%
BLD TOPBUILD CORP 0.4%
Value $4.807M Shares 11,523 Est. Cost $399.15 Unrealized +7.4%
GTM ZOOMINFO TECHNOLOGIES INC 0.4%
Value $4.758M Shares 467,802 Est. Cost $10.30 Unrealized 0.0%
RGEN REPLIGEN CORP 0.4%
Value $4.607M Shares 28,118 Est. Cost $130.14 Unrealized +20.4%
IDXX IDEXX LABS INC 0.3%
Value $4.053M Shares 5,991 Est. Cost $606.98 Unrealized +12.2%
CELH CELSIUS HLDGS INC 0.3%
Value $3.993M Shares 87,304 Est. Cost $50.38 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.3%
Value $3.937M Shares 19,584 Est. Cost $222.67 Unrealized -0.7%
IT GARTNER INC 0.3%
Value $3.815M Shares 15,124 Est. Cost $240.69 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.3%
Value $3.752M Shares 8,428 Est. Cost $532.89 Unrealized -13.3%
DUK DUKE ENERGY CORP NEW 0.3%
Value $3.649M Shares 31,129 Est. Cost $121.57 Unrealized 0.0%
RYAN RYAN SPECIALTY HOLDINGS INC 0.3%
Value $3.64M Shares 70,506 Est. Cost $54.85 Unrealized 0.0%
BL BLACKLINE INC 0.3%
Value $3.554M Shares 64,277 Est. Cost $51.79 Unrealized +6.4%
GOOGL ALPHABET INC 0.3%
Value $3.253M Shares 10,393 Est. Cost $178.22 Unrealized +60.2%
RNR RENAISSANCERE HLDGS LTD 0.2%
Value $2.76M Shares 9,816 Est. Cost $242.01 Unrealized +8.7%
TTAN SERVICETITAN INC 0.2%
Value $2.278M Shares 21,390 Est. Cost $109.72 Unrealized -11.0%
VMC VULCAN MATLS CO 0.2%
Value $2.247M Shares 7,879 Est. Cost $293.14 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $2.136M Shares 25,055 Est. Cost $77.72 Unrealized +5.6%
MKTX MARKETAXESS HLDGS INC 0.2%
Value $1.877M Shares 10,355 Est. Cost $211.20 Unrealized -19.7%
BRBR BELLRING BRANDS INC 0.2%
Value $1.852M Shares 69,301 Est. Cost $45.18 Unrealized -31.3%
BF/A BROWN FORMAN CORP 0.1%
Value $1.684M Shares 63,991 Est. Cost $27.75 Unrealized 0.0%
ARMK ARAMARK 0.1%
Value $1.559M Shares 42,289 Est. Cost $37.92 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value $1.221M Shares 4,865 Est. Cost $248.74 Unrealized 0.0%
ABT ABBOTT LABS 0.0%
Value $565K Shares 4,509 Est. Cost $127.30 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value $482K Shares 2,222 Est. Cost $218.67 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.0%
Value $268K Shares 10,297 Est. Cost $27.98 Unrealized 0.0%