Sone Capital Management, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$1,191,061
Net value change ($000)
-41,415 (-3.4%)
New positions
29
Sold out positions
28
Turnover %
37.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEX 38,635 NEW
MKTX 24,514 1306.0%
FTV 23,145 NEW
HD 20,312 278.3%
LII 19,823 103.8%
HSY 19,359 NEW
VLTO 16,104 137.6%
MA 15,448 NEW
TMO 13,455 214.1%
EW 11,961 560.0%
Top Reduces (Value $000, Stocks/ETFs)
OTIS -24,829 -71.8%
KMB -22,930 -100.0%
SYK -21,262 -93.0%
CSGP -20,414 -72.8%
EQIX -18,010 -100.0%
ECL -17,910 -69.5%
CLX -17,748 -100.0%
RVTY -15,624 -100.0%
TYL -14,883 -66.3%
CHD -14,752 -86.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type