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Portfolio (Quarterly) Guide ↗

SONATA CAPITAL GROUP INC

· CIK 0001172036
13F Portfolio $277M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New
Page 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DOV DOVER CORP Industrials 1,459.0 $285K 0.10% NEW $195.24 +18.2%
102 VHT VANGUARD WORLD FD 985.0 $284K 0.10% NEW $287.85 +1.8%
103 ARTY ISHARES TR 5,850.0 $282K 0.10% NEW $48.18 +55.2%
104 MO ALTRIA GROUP INC Consumer Defensive 4,864.0 $280K 0.10% NEW $57.66 +27.0%
105 IYR ISHARES TR 2,972.0 $279K 0.10% NEW $93.89 +9.8%
106 GLD SPDR GOLD TR Financial Services 700.0 $277K 0.10% NEW $396.31 -6.8%
107 PCAR PACCAR INC Industrials 2,530.0 $277K 0.10% NEW $109.51 +11.1%
108 VUG VANGUARD INDEX FDS 567.0 $277K 0.10% NEW $487.86 -83.0%
109 VTHR VANGUARD SCOTTSDALE FDS 910.0 $273K 0.10% NEW $300.33 +8.0%
110 PLTR PALANTIR TECHNOLOGIES INC Technology 1,525.0 $271K 0.10% NEW $177.75 -39.7%
111 CANADIAN PACIFIC KANSAS CITY 3,605.0 $265K 0.10% NEW $73.63
112 IYH ISHARES TR 4,000.0 $260K 0.09% NEW $65.10 +0.9%
113 JEPI J P MORGAN EXCHANGE TRADED F 4,476.0 $256K 0.09% NEW $57.24 -2.0%
114 VTV VANGUARD INDEX FDS 1,289.0 $246K 0.09% NEW $191.02 +15.4%
115 USIG ISHARES TR 4,725.0 $245K 0.09% NEW $51.77 -0.7%
116 CMF ISHARES TR 4,185.0 $240K 0.09% NEW $57.46 +0.2%
117 BA BOEING CO Industrials 1,043.0 $226K 0.08% NEW $217.12 +0.5%
118 CSCO CISCO SYS INC Technology 2,801.0 $216K 0.08% NEW $77.03 +54.4%
119 AMD ADVANCED MICRO DEVICES INC Technology 995.0 $213K 0.08% NEW $214.16 +148.7%
120 BINC BLACKROCK ETF TRUST II 4,035.0 $213K 0.08% NEW $52.77 -0.7%
Page 6 of 7  ·  121 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 48.0%
Financial Services 23.9%
Consumer Cyclical 13.0%
Communication Services 6.7%
Consumer Defensive 3.1%
Healthcare 2.1%
Industrials 1.9%
Energy 1.0%
Utilities 0.3%