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Portfolio (Quarterly) Guide ↗

SONATA CAPITAL GROUP INC

· CIK 0001172036
13F Portfolio $271M AUM 123 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 31 Added 30 Reduced 3 Exited
Page 1 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 42,390.0 $18.1M 6.67% $426.40 -72.3%
2 IWR ISHARES TR 167,673.0 $16.3M 6.01% -10K -5.8% $97.23 +13.2%
3 IWD ISHARES TR 66,659.0 $14.2M 5.25% +345.0 +0.5% $213.67 +14.5%
4 AAPL APPLE INC Technology 53,422.0 $13.6M 5.00% -448.0 -0.8% $253.79 +8.4%
5 IWN ISHARES TR 60,923.0 $11.6M 4.26% -307.0 -0.5% $189.59 +16.1%
6 VTI VANGUARD INDEX FDS 35,547.0 $11.4M 4.21% $320.81 +13.5%
7 MSFT MICROSOFT CORP Technology 30,335.0 $11.2M 4.14% -449.0 -1.5% $370.17 -4.7%
8 VYM VANGUARD WHITEHALL FDS 69,125.0 $10.2M 3.78% $148.10 +7.3%
9 IVW ISHARES TR 71,338.0 $8.1M 2.98% +2K +2.8% $113.11 +18.0%
10 AMZN AMAZON COM INC Consumer Cyclical 36,369.0 $7.6M 2.79% -400.0 -1.1% $208.27 +9.0%
11 BERKSHIRE HATHAWAY INC DEL 14,304.0 $6.9M 2.53% $479.20
12 IBDT ISHARES TR 248,397.0 $6.3M 2.32% +12K +5.0% $25.33 -0.4%
13 IBDS ISHARES TR 236,946.0 $5.7M 2.12% $24.24 -0.2%
14 IJS ISHARES TR 45,848.0 $5.4M 2.00% -722.0 -1.6% $118.45 +14.5%
15 IJH ISHARES TR 76,817.0 $5.2M 1.91% $67.53 +13.2%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,288.0 $4.7M 1.75% +79.0 +1.1% $650.38 +12.8%
17 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 7,620.0 $4.7M 1.73% +182.0 +2.5% $616.74 +13.1%
18 IVV ISHARES TR 6,695.0 $4.4M 1.61% $653.21 +12.8%
19 IBDU ISHARES TR 165,016.0 $3.8M 1.42% +36K +28.2% $23.26 -0.4%
20 DVY ISHARES TR 23,409.0 $3.5M 1.31% -166.0 -0.7% $151.41 +3.7%
Page 1 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.1%
Financial Services 25.5%
Consumer Cyclical 13.1%
Communication Services 7.0%
Consumer Defensive 3.8%
Industrials 2.6%
Healthcare 1.9%
Energy 1.6%
Utilities 0.4%