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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWR ISHARES TR 149,744.0 $16.5M 5.33% -18K -10.7% $110.32 +0.2%
2 IWN ISHARES TR 60,479.0 $13.4M 4.32% -444.0 -0.7% $221.20 -0.6%
3 IBDR ISHARES TR 138,850.0 $3.4M 1.09% -7K -5.0% $24.23 -0.3%
4 VIG VANGUARD SPECIALIZED FUNDS 12,708.0 $3.0M 0.97% -105.0 -0.8% $236.62 +1.9%
5 IWO ISHARES TR 6,281.0 $2.5M 0.80% -433.0 -6.5% $393.93 -5.7%
6 VIS VANGUARD WORLD FD 5,625.0 $2.0M 0.65% -1K -15.3% $360.38 -8.2%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,798.0 $1.7M 0.54% -20.0 -1.1% $935.47 +0.5%
8 VONG VANGUARD SCOTTSDALE FDS 13,033.0 $1.7M 0.54% -124.0 -0.9% $127.81 -2.3%
9 VCSH VANGUARD SCOTTSDALE FDS 18,528.0 $1.5M 0.47% -428.0 -2.3% $79.03 -1.2%
10 EEM ISHARES TR 20,787.0 $1.4M 0.46% -2K -9.3% $68.41 -2.4%
11 QQQ INVESCO QQQ TR Financial Services 1,928.0 $1.4M 0.46% -14.0 -0.7% $736.42 -3.9%
12 LQD ISHARES TR 12,936.0 $1.4M 0.46% -2K -10.5% $109.07 -3.5%
13 IWV ISHARES TR 3,190.0 $1.4M 0.44% -20.0 -0.6% $426.40 +1.5%
14 VDE VANGUARD WORLD FD 7,920.0 $1.2M 0.38% -500.0 -5.9% $150.13 +21.7%
15 VCIT VANGUARD SCOTTSDALE FDS 13,160.0 $1.1M 0.35% -125.0 -0.9% $82.65 -2.7%
16 SUB ISHARES TR 10,091.0 $1.1M 0.35% -100.0 -1.0% $106.47 -0.5%
17 ICF ISHARES TR 15,130.0 $1.0M 0.33% -1K -6.4% $67.63 -0.6%
18 IYC ISHARES TR 6,346.0 $642K 0.21% -250.0 -3.8% $101.10 -1.2%
19 PFF ISHARES TR 20,417.0 $623K 0.20% -1K -5.8% $30.49 -1.3%
20 IBM INTERNATIONAL BUSINESS MACHS Technology 2,060.0 $579K 0.19% -875.0 -29.8% $281.21 -17.7%
Page 1 of 2  ·  27 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%