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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDW ISHARES TR 40,421.0 $846K 0.31% +1K +3.5% $20.93 -0.4%
62 VGT VANGUARD WORLD FD 1,185.0 $827K 0.30% +45.0 +4.0% $697.72 -83.5%
63 GOOGL ALPHABET INC Communication Services 2,710.0 $779K 0.29% $287.56 +19.5%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 2,935.0 $711K 0.26% -265.0 -8.3% $242.39 +6.6%
65 PFF ISHARES TR 21,678.0 $657K 0.24% $30.32 +0.4%
66 ETN EATON CORP PLC Industrials 1,835.0 $656K 0.24% $357.67 +17.4%
67 BIV VANGUARD BD INDEX FDS 8,468.0 $654K 0.24% -78.0 -0.9% $77.18 -0.4%
68 IYC ISHARES TR 6,596.0 $639K 0.24% $96.92 +2.4%
69 FNF FIDELITY NATL FINL INC Financial Services 13,460.0 $624K 0.23% $46.38 -0.6%
70 HYG ISHARES TR 7,635.0 $607K 0.22% $79.56 +0.4%
71 BND VANGUARD BD INDEX FDS 8,129.0 $599K 0.22% +400.0 +5.2% $73.64 -0.1%
72 CWB SPDR SERIES TRUST 6,535.0 $598K 0.22% $91.52 +17.5%
73 ORCL ORACLE CORP Technology 4,000.0 $588K 0.22% $147.11 +3.8%
74 XOM EXXON MOBIL CORP Energy 3,462.0 $587K 0.22% $169.65 -18.9%
75 JNJ JOHNSON & JOHNSON Healthcare 2,243.0 $548K 0.20% $244.44 +0.2%
76 IBMR ISHARES TR 19,673.0 $499K 0.18% NEW $25.35 +0.1%
77 AGG ISHARES TR 4,423.0 $439K 0.16% $99.27 -0.0%
78 XLE SELECT SECTOR SPDR TR 7,048.0 $432K 0.16% +44.0 +0.6% $61.26 -11.7%
79 SBUX STARBUCKS CORP Consumer Cyclical 4,766.0 $427K 0.16% $89.59 +15.1%
80 CVX CHEVRON CORPORATION Energy 2,020.0 $418K 0.15% $206.90 -16.8%
Page 4 of 7  ·  123 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%