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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 1,247.0 $377K 0.14% -74.0 -5.6% $302.24 +9.4%
22 IYY ISHARES TR 2,265.0 $359K 0.13% -1K -39.8% $158.45 +12.8%
23 WFC WELLS FARGO & CO Financial Services 4,415.0 $351K 0.13% -100.0 -2.2% $79.61 +6.5%
24 MRK MERCK & CO INC Healthcare 2,827.0 $340K 0.12% -141.0 -4.8% $120.27 +4.3%
25 LLY ELI LILLY & CO Healthcare 336.0 $309K 0.11% -25.0 -6.9% $920.34 +22.7%
26 SPOT SPOTIFY TECHNOLOGY S A Communication Services 600.0 $291K 0.11% -100.0 -14.3% $484.91 -9.0%
27 IYK ISHARES TR 4,120.0 $289K 0.11% -350.0 -7.8% $70.03 +4.1%
28 DOV DOVER CORP Industrials 1,309.0 $273K 0.10% -150.0 -10.3% $208.45 +10.7%
29 CRM SALESFORCE INC Technology 1,295.0 $242K 0.09% -143.0 -9.9% $186.61 -19.5%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 1,425.0 $208K 0.08% -100.0 -6.6% $146.28 -26.7%
Page 2 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%