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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES TR 6,021.0 $582K 0.19% NEW $96.58 +2.9%
2 AMD ADVANCED MICRO DEVICES INC Technology 950.0 $552K 0.18% NEW $580.91 -20.9%
3 INTC INTEL CORP Technology 2,316.0 $323K 0.10% NEW $139.63 -36.3%
4 IGV ISHARES TR 3,090.0 $280K 0.09% NEW $90.60 +17.2%
5 UNH UNITEDHEALTH GROUP INC Healthcare 665.0 $276K 0.09% NEW $415.63 -4.7%
6 PANW PALO ALTO NETWORKS INC Technology 800.0 $273K 0.09% NEW $341.02 +6.2%
7 C CITIGROUP INC Financial Services 1,644.0 $230K 0.07% NEW $139.96 -5.3%
8 PSCI INVESCO EXCH TRADED FD TR II 1,166.0 $217K 0.07% NEW $186.08 -9.9%
9 CAT CATERPILLAR INC Industrials 200.0 $213K 0.07% NEW $1064.90 -26.8%
10 IWB ISHARES TR 500.0 $205K 0.07% NEW $409.50 +1.7%

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%