BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION Energy 1,885.0 $312K 0.10% -135.0 -6.7% $165.76 +27.3%
102 CANADIAN PACIFIC KANSAS CITY 3,605.0 $312K 0.10% $86.65
103 MCD MCDONALDS CORP Consumer Cyclical 1,153.0 $312K 0.10% $270.31 -3.4%
104 PCAR PACCAR INC Industrials 2,530.0 $304K 0.10% $120.12 +1.9%
105 IYR ISHARES TR 2,972.0 $304K 0.10% $102.25 +0.2%
106 PG PROCTER & GAMBLE CO Consumer Defensive 2,059.0 $302K 0.10% $146.64 -0.3%
107 VTHR VANGUARD SCOTTSDALE FDS 910.0 $302K 0.10% $331.43 +1.3%
108 JEPI J P MORGAN EXCHANGE TRADED F 5,339.0 $302K 0.10% +857.0 +19.1% $56.49 +0.9%
109 VHT VANGUARD WORLD FD 985.0 $295K 0.10% $299.01 +7.6%
110 DOV DOVER CORP Industrials 1,309.0 $294K 0.10% $224.28 -15.3%
111 VUG VANGUARD INDEX FDS 3,402.0 $293K 0.10% +3K +500.0% $86.14 +1.4%
112 WFC WELLS FARGO & CO Financial Services 3,415.0 $282K 0.09% -1K -22.6% $82.64 +5.3%
113 VTV VANGUARD INDEX FDS 1,290.0 $281K 0.09% $217.96 +2.8%
114 IGV ISHARES TR 3,090.0 $280K 0.09% NEW $90.60 +17.2%
115 XBI SPDR SERIES TRUST 1,750.0 $277K 0.09% +150.0 +9.4% $158.25 +3.3%
116 UNH UNITEDHEALTH GROUP INC Healthcare 665.0 $276K 0.09% NEW $415.63 -4.7%
117 PANW PALO ALTO NETWORKS INC Technology 800.0 $273K 0.09% NEW $341.02 +6.2%
118 IYK ISHARES TR 3,720.0 $270K 0.09% -400.0 -9.7% $72.66 +3.3%
119 IYH ISHARES TR 4,000.0 $268K 0.09% $67.01 +8.0%
120 IYJ ISHARES TR 1,600.0 $267K 0.09% -400.0 -20.0% $166.65 -4.8%
Page 6 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%