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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRWD	CROWDSTRIKE HLDGS INC	Technology	700	$328K	0.12%	SOLD
2	UNH	UNITEDHEALTH GROUP INC	Healthcare	965	$319K	0.12%	SOLD
3	AMD	ADVANCED MICRO DEVICES INC	Technology	995	$213K	0.08%	SOLD

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%