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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 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWR ISHARES TR 167,673.0 $16.3M 6.01% -10K -5.8% $97.23 +13.2%
2 AAPL APPLE INC Technology 53,422.0 $13.6M 5.00% -448.0 -0.8% $253.79 +8.4%
3 IWN ISHARES TR 60,923.0 $11.6M 4.26% -307.0 -0.5% $189.59 +16.1%
4 MSFT MICROSOFT CORP Technology 30,335.0 $11.2M 4.14% -449.0 -1.5% $370.17 -4.7%
5 AMZN AMAZON COM INC Consumer Cyclical 36,369.0 $7.6M 2.79% -400.0 -1.1% $208.27 +9.0%
6 IJS ISHARES TR 45,848.0 $5.4M 2.00% -722.0 -1.6% $118.45 +14.5%
7 DVY ISHARES TR 23,409.0 $3.5M 1.31% -166.0 -0.7% $151.41 +3.7%
8 IBDR ISHARES TR 146,103.0 $3.5M 1.31% -1K -0.7% $24.24 -0.1%
9 JPM JPMORGAN CHASE & CO Financial Services 11,410.0 $3.4M 1.24% -100.0 -0.9% $294.16 +13.9%
10 XLK SELECT SECTOR SPDR TR 22,260.0 $3.0M 1.09% -830.0 -3.6% $132.90 +38.9%
11 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,818.0 $1.8M 0.67% -43.0 -2.3% $996.43 -5.4%
12 DTD WISDOMTREE TR 19,049.0 $1.6M 0.61% -350.0 -1.8% $86.36 +7.6%
13 LQD ISHARES TR 14,458.0 $1.6M 0.58% -492.0 -3.3% $108.99 +0.5%
14 IWS ISHARES TR 9,051.0 $1.3M 0.49% -225.0 -2.4% $145.74 +13.9%
15 VO VANGUARD INDEX FDS 3,082.0 $885K 0.33% -75.0 -2.4% $287.18 -71.9%
16 IBM INTERNATIONAL BUSINESS MACHS Technology 2,935.0 $711K 0.26% -265.0 -8.3% $242.39 +6.6%
17 BIV VANGUARD BD INDEX FDS 8,468.0 $654K 0.24% -78.0 -0.9% $77.18 -0.4%
18 VOE VANGUARD INDEX FDS 2,245.0 $414K 0.15% -155.0 -6.5% $184.28 +8.4%
19 IAK ISHARES TR 3,200.0 $411K 0.15% -100.0 -3.0% $128.29 +7.3%
20 JMST J P MORGAN EXCHANGE TRADED F 7,792.0 $397K 0.15% -2K -20.1% $50.98 -0.0%
Page 1 of 2  ·  30 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%