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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 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRM SALESFORCE INC Technology 1,595.0 $250K 0.08% +300.0 +23.2% $156.63 +64.8%
122 USIG ISHARES TR 4,725.0 $242K 0.08% $51.29 -2.7%
123 C CITIGROUP INC Financial Services 1,644.0 $230K 0.07% NEW $139.96 -5.3%
124 BA BOEING CO Industrials 1,043.0 $226K 0.07% $216.47 -5.0%
125 SO SOUTHERN CO Utilities 2,325.0 $223K 0.07% $95.71 -8.0%
126 PSCI INVESCO EXCH TRADED FD TR II 1,166.0 $217K 0.07% NEW $186.08 -9.9%
127 CAT CATERPILLAR INC Industrials 200.0 $213K 0.07% NEW $1064.90 -26.8%
128 IWB ISHARES TR 500.0 $205K 0.07% NEW $409.50 +1.7%
Page 7 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%