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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XBI SPDR SERIES TRUST 1,750.0 $277K 0.09% +150.0 +9.4% $158.25 +3.3%
42 CRM SALESFORCE INC Technology 1,595.0 $250K 0.08% +300.0 +23.2% $156.63 +64.8%
Page 3 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%