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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOE VANGUARD INDEX FDS 2,245.0 $414K 0.15% -155.0 -6.5% $184.28 +8.4%
82 IAK ISHARES TR 3,200.0 $411K 0.15% -100.0 -3.0% $128.29 +7.3%
83 XSD SPDR SERIES TRUST 1,250.0 $408K 0.15% $326.12 +83.2%
84 SPYG SPDR SERIES TRUST 4,061.0 $398K 0.15% $97.91 +18.0%
85 JMST J P MORGAN EXCHANGE TRADED F 7,792.0 $397K 0.15% -2K -20.1% $50.98 -0.0%
86 V VISA INC Financial Services 1,247.0 $377K 0.14% -74.0 -5.6% $302.24 +9.4%
87 CMF ISHARES TR 6,435.0 $366K 0.14% +2K +53.8% $56.86 +1.2%
88 IYY ISHARES TR 2,265.0 $359K 0.13% -1K -39.8% $158.45 +12.8%
89 MCD MCDONALDS CORP Consumer Cyclical 1,153.0 $358K 0.13% $310.79 -14.9%
90 WFC WELLS FARGO & CO Financial Services 4,415.0 $351K 0.13% -100.0 -2.2% $79.61 +6.5%
91 DIA STATE STR SPDR DOW JONES IND Financial Services 750.0 $347K 0.13% $463.19 +12.1%
92 BAC BANK AMERICA CORP Financial Services 7,100.0 $346K 0.13% $48.75 +19.4%
93 XLF SELECT SECTOR SPDR TR 6,900.0 $341K 0.13% +500.0 +7.8% $49.37 +8.3%
94 MRK MERCK & CO INC Healthcare 2,827.0 $340K 0.12% -141.0 -4.8% $120.27 +4.3%
95 MO ALTRIA GROUP INC Consumer Defensive 4,864.0 $321K 0.12% $65.99 +10.9%
96 LLY ELI LILLY & CO Healthcare 336.0 $309K 0.11% -25.0 -6.9% $920.34 +22.7%
97 GLD SPDR GOLD TR Financial Services 700.0 $301K 0.11% $430.29 -14.1%
98 PG PROCTER & GAMBLE CO Consumer Defensive 2,059.0 $297K 0.11% $144.44 +2.8%
99 IYJ ISHARES TR 2,000.0 $295K 0.11% $147.54 +11.6%
100 PCAR PACCAR INC Industrials 2,530.0 $292K 0.11% $115.50 +5.4%
Page 5 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%