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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 170,129.0 $21.1M 6.82% +128K +301.3% $124.17 -2.4%
2 IWR ISHARES TR 149,744.0 $16.5M 5.33% -18K -10.7% $110.32 +0.2%
3 IWD ISHARES TR 67,587.0 $16.4M 5.29% +928.0 +1.4% $242.43 +5.6%
4 AAPL APPLE INC Technology 53,424.0 $15.5M 4.99% $289.36 +12.4%
5 IWN ISHARES TR 60,479.0 $13.4M 4.32% -444.0 -0.7% $221.20 -0.6%
6 VTI VANGUARD INDEX FDS 35,774.0 $13.2M 4.27% +227.0 +0.6% $370.04 +1.4%
7 IVW ISHARES TR 86,593.0 $11.9M 3.84% +15K +21.4% $137.53 +0.5%
8 VYM VANGUARD WHITEHALL FDS 72,662.0 $11.5M 3.71% +4K +5.1% $158.03 +3.3%
9 MSFT MICROSOFT CORP Technology 30,356.0 $11.3M 3.65% $373.01 +34.3%
10 AMZN AMAZON COM INC Consumer Cyclical 37,574.0 $9.0M 2.89% +1K +3.3% $238.34 +7.0%
11 BERKSHIRE HATHAWAY INC DEL 14,779.0 $7.4M 2.39% +475.0 +3.3% $500.39
12 IBDT ISHARES TR 261,971.0 $6.6M 2.13% +14K +5.5% $25.25 -0.8%
13 IJH ISHARES TR 84,867.0 $6.5M 2.11% +8K +10.5% $77.11 -3.3%
14 IJS ISHARES TR 47,705.0 $6.5M 2.10% +2K +4.0% $136.68 -1.2%
15 IBDS ISHARES TR 237,110.0 $5.7M 1.85% $24.22 -0.4%
16 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,644.0 $5.7M 1.84% +356.0 +4.9% $746.82 +2.0%
17 IVE ISHARES TR 25,076.0 $5.7M 1.84% +13K +115.5% $227.06 +3.9%
18 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 7,834.0 $5.5M 1.78% +214.0 +2.8% $703.36 -3.3%
19 IVV ISHARES TR 6,791.0 $5.1M 1.64% +96.0 +1.4% $748.89 +2.2%
20 XLK SELECT SECTOR SPDR TR 23,003.0 $4.4M 1.41% +743.0 +3.3% $190.52 -3.6%
Page 1 of 7  ·  128 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%