Sone Capital Management, LLC - Portfolio overview

Sone Capital Management, LLC has 135 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. LII - LENNOX INTL INC, 2.62%
2. ALLE - ALLEGION PLC, 2.60%
3. UNP - UNION PAC CORP, 2.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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