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Portfolio (Quarterly) Guide ↗

SONATA CAPITAL GROUP INC

· CIK 0001172036
13F Portfolio $310M AUM 128 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 42 Added 27 Reduced 5 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBMP ISHARES TR 106,489.0 $2.7M 0.87% +2K +2.2% $25.42 -0.4%
22 IBMQ ISHARES TR 104,442.0 $2.7M 0.86% +982.0 +0.9% $25.58 -0.6%
23 IJT ISHARES TR 14,129.0 $2.5M 0.81% +241.0 +1.7% $178.60 -6.1%
24 IJJ ISHARES TR 16,290.0 $2.4M 0.78% +90.0 +0.6% $147.73 -1.6%
25 IBDV ISHARES TR 86,577.0 $1.9M 0.61% +18K +26.5% $21.80 -1.7%
26 IWS ISHARES TR 9,301.0 $1.5M 0.49% +250.0 +2.8% $164.60 +2.3%
27 META META PLATFORMS INC Communication Services 2,598.0 $1.5M 0.47% +96.0 +3.8% $563.34 +2.7%
28 IJR ISHARES TR 8,321.0 $1.2M 0.40% +301.0 +3.8% $148.31 -3.6%
29 VGT VANGUARD WORLD FD 9,580.0 $1.1M 0.37% +8K +708.4% $119.52 -0.5%
30 EFA ISHARES TR 9,668.0 $1.0M 0.32% +563.0 +6.2% $103.88 +2.5%
31 IEMG ISHARES INC 12,108.0 $1.0M 0.32% +8K +226.9% $82.84 -1.7%
32 IBDX ISHARES TR 38,355.0 $966K 0.31% +213.0 +0.6% $25.19 -2.4%
33 IBDW ISHARES TR 40,662.0 $847K 0.27% +241.0 +0.6% $20.84 -2.0%
34 VO VANGUARD INDEX FDS 10,328.0 $832K 0.27% +7K +235.1% $80.57 +0.9%
35 BIV VANGUARD BD INDEX FDS 8,543.0 $655K 0.21% +75.0 +0.9% $76.70 -2.4%
36 CMF ISHARES TR 8,180.0 $471K 0.15% +2K +27.1% $57.64 -3.3%
37 BINC BLACKROCK ETF TRUST II 8,535.0 $447K 0.14% +3K +58.9% $52.34 -1.5%
38 GLD SPDR GOLD TR Financial Services 900.0 $332K 0.11% +200.0 +28.6% $368.38 +7.7%
39 JEPI J P MORGAN EXCHANGE TRADED F 5,339.0 $302K 0.10% +857.0 +19.1% $56.49 +0.9%
40 VUG VANGUARD INDEX FDS 3,402.0 $293K 0.10% +3K +500.0% $86.14 +1.4%
Page 2 of 3  ·  42 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 45.4%
Financial Services 27.8%
Consumer Cyclical 14.2%
Communication Services 3.5%
Consumer Defensive 3.4%
Industrials 2.6%
Healthcare 2.3%
Energy 0.5%
Utilities 0.3%