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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAK ISHARES TR 3,050.0 $429K 0.14% -150.0 -4.7% $140.56 +2.3%
22 MRK MERCK & CO INC Healthcare 2,539.0 $326K 0.10% -288.0 -10.2% $128.48 +16.7%
23 XLF SELECT SECTOR SPDR TR 5,900.0 $316K 0.10% -1K -14.5% $53.61 +6.7%
24 CVX CHEVRON CORPORATION Energy 1,885.0 $312K 0.10% -135.0 -6.7% $165.76 +27.3%
25 WFC WELLS FARGO & CO Financial Services 3,415.0 $282K 0.09% -1K -22.6% $82.64 +5.3%
26 IYK ISHARES TR 3,720.0 $270K 0.09% -400.0 -9.7% $72.66 +3.3%
27 IYJ ISHARES TR 1,600.0 $267K 0.09% -400.0 -20.0% $166.65 -4.8%
Page 2 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%