StockDriftsStockDriftsTop 50 Sone Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LII | LENNOX INTL INC | 3.27% | 83.9K | $38.9M | +113.21%(+44.53K) | $528.17(-5.34%) | 2026-03-31 | |
| ALLE | ALLEGION PLC | 3.25% | 266.0K | $38.7M | +34.17%(+67.76K) | $161.95(-22.41%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 3.24% | 159.3K | $38.6M | +3.31%(+5.11K) | $233.63(+15.81%) | 2026-03-31 | |
| IEX | IDEX CORP | 3.24% | 203.8K | $38.6M | new | $186.74(+11.22%) | 2026-03-31 | |
| FOX | FOX CORP | 2.82% | 632.0K | $33.6M | -8.75%(-60.59K) | $50.31(+15.04%) | 2026-03-31 | |
| POOL | POOL CORP | 2.73% | 160.9K | $32.6M | +30.43%(+37.54K) | $262.06(-33.09%) | 2026-03-31 | |
| AWK | AMERICAN WTR WKS CO INC NEW | 2.53% | 221.3K | $30.1M | +4.27%(+9.06K) | $136.66(-9.05%) | 2026-03-31 | |
| DSGX | DESCARTES SYS GROUP INC | 2.36% | 391.8K | $28.1M | +98.38%(+194.31K) | $90.90(-25.52%) | 2026-03-31 | |
| VLTO | VERALTO CORP | 2.33% | 314.5K | $27.8M | +168.07%(+197.20K) | $97.57(-13.06%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 2.32% | 84.0K | $27.6M | +295.75%(+62.74K) | $346.92(-14.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.12% | -27.40% |
| Top 20 Holdings Unweighted | -9.40% | -25.62% |
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