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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPOT SPOTIFY TECHNOLOGY S A Communication Services 600.0 $291K 0.11% -100.0 -14.3% $484.91 -9.0%
102 IYK ISHARES TR 4,120.0 $289K 0.11% -350.0 -7.8% $70.03 +4.1%
103 CANADIAN PACIFIC KANSAS CITY 3,605.0 $284K 0.10% $78.66
104 IYR ISHARES TR 2,972.0 $281K 0.10% $94.56 +9.0%
105 BINC BLACKROCK ETF TRUST II 5,370.0 $279K 0.10% +1K +33.1% $51.93 +0.9%
106 DOV DOVER CORP Industrials 1,309.0 $273K 0.10% -150.0 -10.3% $208.45 +10.7%
107 ARTY ISHARES TR 5,850.0 $272K 0.10% $46.53 +60.7%
108 NFLX NETFLIX INC. Communication Services 2,800.0 $269K 0.10% NEW $96.15 -26.3%
109 VHT VANGUARD WORLD FD 985.0 $268K 0.10% $272.33 +7.6%
110 VTHR VANGUARD SCOTTSDALE FDS 910.0 $262K 0.10% $287.57 +12.8%
111 IEMG ISHARES INC 3,704.0 $258K 0.10% NEW $69.75 +17.8%
112 JEPI J P MORGAN EXCHANGE TRADED F 4,482.0 $254K 0.09% $56.68 -1.1%
113 VTV VANGUARD INDEX FDS 1,290.0 $253K 0.09% $196.16 +12.4%
114 VUG VANGUARD INDEX FDS 567.0 $248K 0.09% $436.79 -81.0%
115 IYH ISHARES TR 4,000.0 $247K 0.09% $61.64 +6.5%
116 USIG ISHARES TR 4,725.0 $242K 0.09% $51.23 +0.3%
117 CRM SALESFORCE INC Technology 1,295.0 $242K 0.09% -143.0 -9.9% $186.61 -19.5%
118 SO SOUTHERN CO Utilities 2,325.0 $224K 0.08% $96.52 -0.6%
119 CSCO CISCO SYS INC Technology 2,801.0 $217K 0.08% $77.59 +53.3%
120 PLTR PALANTIR TECHNOLOGIES INC Technology 1,425.0 $208K 0.08% -100.0 -6.6% $146.28 -26.7%
Page 6 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%