Portfolio (Quarterly)
Guide ↗
Sone Capital Management, LLC
· CIK 0002026215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CMS | CMS ENERGY CORP | Utilities | 90,417 | $6.6M | 0.55% | SOLD |
| 22 | WM | WASTE MGMT INC DEL | Industrials | 29,026 | $6.4M | 0.54% | SOLD |
| 23 | SPSC | SPS COMM INC | Technology | 40,880 | $4.3M | 0.36% | SOLD |
| 24 | ALC | ALCON AG | Healthcare | 41,609 | $3.1M | 0.26% | SOLD |
| 25 | KLAC | KLA CORP | Technology | 2,762 | $3.0M | 0.25% | SOLD |
| 26 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 1,908 | $2.3M | 0.20% | SOLD |
| 27 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 3,067 | $1.1M | 0.09% | SOLD |
| 28 | BX | BLACKSTONE INC | Financial Services | 4,723 | $807K | 0.07% | SOLD |
Sector Allocation
Industrials
23.6%
Technology
17.5%
Healthcare
12.4%
Financial Services
10.9%
Consumer Defensive
7.5%
Consumer Cyclical
6.9%
Real Estate
6.4%
Utilities
4.9%
Communication Services
4.7%
Basic Materials
4.2%