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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 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,798.0 $1.7M 0.54% -20.0 -1.1% $935.47 +0.5%
42 VONG VANGUARD SCOTTSDALE FDS 13,033.0 $1.7M 0.54% -124.0 -0.9% $127.81 -2.3%
43 NVDA NVIDIA CORPORATION Technology 7,781.0 $1.6M 0.50% $200.10 +8.7%
44 IWS ISHARES TR 9,301.0 $1.5M 0.49% +250.0 +2.8% $164.60 +2.3%
45 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.48% $748850.00
46 VCSH VANGUARD SCOTTSDALE FDS 18,528.0 $1.5M 0.47% -428.0 -2.3% $79.03 -1.2%
47 META META PLATFORMS INC Communication Services 2,598.0 $1.5M 0.47% +96.0 +3.8% $563.34 +2.7%
48 EEM ISHARES TR 20,787.0 $1.4M 0.46% -2K -9.3% $68.41 -2.4%
49 QQQ INVESCO QQQ TR Financial Services 1,928.0 $1.4M 0.46% -14.0 -0.7% $736.42 -3.9%
50 LQD ISHARES TR 12,936.0 $1.4M 0.46% -2K -10.5% $109.07 -3.5%
51 IWV ISHARES TR 3,190.0 $1.4M 0.44% -20.0 -0.6% $426.40 +1.5%
52 IJR ISHARES TR 8,321.0 $1.2M 0.40% +301.0 +3.8% $148.31 -3.6%
53 VDE VANGUARD WORLD FD 7,920.0 $1.2M 0.38% -500.0 -5.9% $150.13 +21.7%
54 VGK VANGUARD INTL EQUITY INDEX F 13,109.0 $1.2M 0.38% $88.54 +2.5%
55 VGT VANGUARD WORLD FD 9,580.0 $1.1M 0.37% +8K +708.4% $119.52 -0.5%
56 VCIT VANGUARD SCOTTSDALE FDS 13,160.0 $1.1M 0.35% -125.0 -0.9% $82.65 -2.7%
57 SUB ISHARES TR 10,091.0 $1.1M 0.35% -100.0 -1.0% $106.47 -0.5%
58 ICF ISHARES TR 15,130.0 $1.0M 0.33% -1K -6.4% $67.63 -0.6%
59 EFA ISHARES TR 9,668.0 $1.0M 0.32% +563.0 +6.2% $103.88 +2.5%
60 IEMG ISHARES INC 12,108.0 $1.0M 0.32% +8K +226.9% $82.84 -1.7%
Page 3 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%