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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 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 2,710.0 $968K 0.31% $357.37 -6.3%
62 IBDX ISHARES TR 38,355.0 $966K 0.31% +213.0 +0.6% $25.19 -2.4%
63 IBDW ISHARES TR 40,662.0 $847K 0.27% +241.0 +0.6% $20.84 -2.0%
64 VO VANGUARD INDEX FDS 10,328.0 $832K 0.27% +7K +235.1% $80.57 +0.9%
65 ETN EATON CORP PLC Industrials 1,835.0 $782K 0.25% $426.12 -8.3%
66 XSD SPDR SERIES TRUST 1,250.0 $780K 0.25% $623.70 -24.2%
67 CWB SPDR SERIES TRUST 6,535.0 $705K 0.23% $107.82 -6.4%
68 BIV VANGUARD BD INDEX FDS 8,543.0 $655K 0.21% +75.0 +0.9% $76.70 -2.4%
69 IYC ISHARES TR 6,346.0 $642K 0.21% -250.0 -3.8% $101.10 -1.2%
70 FNF FIDELITY NATL FINL INC Financial Services 13,460.0 $635K 0.20% $47.16 -2.4%
71 PFF ISHARES TR 20,417.0 $623K 0.20% -1K -5.8% $30.49 -1.3%
72 HYG ISHARES TR 7,635.0 $611K 0.20% $79.97 -1.1%
73 BND VANGUARD BD INDEX FDS 8,129.0 $597K 0.19% $73.41 -2.2%
74 ORCL ORACLE CORP Technology 4,000.0 $586K 0.19% $146.55 -3.6%
75 IEFA ISHARES TR 6,021.0 $582K 0.19% NEW $96.58 +2.9%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 2,060.0 $579K 0.19% -875.0 -29.8% $281.21 -17.7%
77 JNJ JOHNSON & JOHNSON Healthcare 2,243.0 $570K 0.18% $253.97 +6.8%
78 AMD ADVANCED MICRO DEVICES INC Technology 950.0 $552K 0.18% NEW $580.91 -20.9%
79 IBMR ISHARES TR 19,673.0 $499K 0.16% $25.39 -0.8%
80 SBUX STARBUCKS CORP Consumer Cyclical 4,766.0 $487K 0.16% $102.19 +3.9%
Page 4 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%