SONATA CAPITAL GROUP INC: 13F holdings
CIK 11720362026Q2
| Positions | 128 |
|---|
| Reported value | $309.9m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 128 (+5 vs prior quarter) |
|---|
| Reported value | $309.9m (+14.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 170,129 | $21.1m | 6.8% |
| IWR ISHARES TR | 149,744 | $16.5m | 5.3% |
| IWD ISHARES TR | 67,587 | $16.4m | 5.3% |
| AAPL APPLE INC | 53,424 | $15.5m | 5.0% |
| IWN ISHARES TR | 60,479 | $13.4m | 4.3% |
| VTI VANGUARD INDEX FDS | 35,774 | $13.2m | 4.3% |
| IWF ISHARES TR | 86,593 | $11.9m | 3.8% |
| VYM VANGUARD WHITEHALL FDS | 72,662 | $11.5m | 3.7% |
| MSFT MICROSOFT CORP | 30,356 | $11.3m | 3.7% |
| AMZN AMAZON COM INC | 37,574 | $9.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1172036")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples