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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYG SPDR SERIES TRUST 4,055.0 $483K 0.16% $118.99 +0.6%
82 CMF ISHARES TR 8,180.0 $471K 0.15% +2K +27.1% $57.64 -3.3%
83 BINC BLACKROCK ETF TRUST II 8,535.0 $447K 0.14% +3K +58.9% $52.34 -1.5%
84 ARTY ISHARES TR 5,850.0 $446K 0.14% $76.16 -3.9%
85 VOE VANGUARD INDEX FDS 2,245.0 $444K 0.14% $197.60 +4.1%
86 AGG ISHARES TR 4,423.0 $438K 0.14% $98.98 -2.2%
87 IAK ISHARES TR 3,050.0 $429K 0.14% -150.0 -4.7% $140.56 +2.3%
88 V VISA INC Financial Services 1,247.0 $428K 0.14% $343.09 +8.6%
89 IYY ISHARES TR 2,265.0 $413K 0.13% $182.28 +1.8%
90 BAC BANK OF AMER CORP Financial Services 7,100.0 $405K 0.13% $56.98 +8.8%
91 LLY ELI LILLY & CO Healthcare 336.0 $404K 0.13% $1200.90 -3.4%
92 JMST J P MORGAN EXCHANGE TRADED F 7,792.0 $397K 0.13% $51.00 -0.4%
93 DIA STATE STR SPDR DOW JONES IND Financial Services 750.0 $392K 0.13% $522.39 +1.0%
94 XLE SELECT SECTOR SPDR TR 7,074.0 $376K 0.12% $53.11 +22.0%
95 MO ALTRIA GROUP INC Consumer Defensive 4,864.0 $350K 0.11% $71.95 -3.3%
96 GLD SPDR GOLD TR Financial Services 900.0 $332K 0.11% +200.0 +28.6% $368.38 +7.7%
97 CSCO CISCO SYS INC Technology 2,801.0 $329K 0.11% $117.46 -6.6%
98 MRK MERCK & CO INC Healthcare 2,539.0 $326K 0.10% -288.0 -10.2% $128.48 +16.7%
99 INTC INTEL CORP Technology 2,316.0 $323K 0.10% NEW $139.63 -36.3%
100 XLF SELECT SECTOR SPDR TR 5,900.0 $316K 0.10% -1K -14.5% $53.61 +6.7%
Page 5 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%