Portfolio (Quarterly) Guide ↗

Sonoma Allocations LLC

· CIK 0002084965

13F Portfolio $322M AUM 118 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 16 New 39 Added 49 Reduced 43 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	C	CITIGROUP INC	Financial Services	1,771	$208K	0.07%	SOLD
42	MTUM	ISHARES TR	—	824	$205K	0.07%	SOLD
43	BSX	BOSTON SCIENTIFIC CORP	Healthcare	3,294	$204K	0.07%	SOLD

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Sector Allocation

Financial Services 60.0%

Technology 24.5%

Healthcare 3.6%

Industrials 3.4%

Consumer Cyclical 2.5%

Communication Services 2.1%

Energy 1.3%

Utilities 1.3%

Consumer Defensive 1.2%