§ 13F · FUND PROFILE
SONATA CAPITAL GROUP INC.
AUM · $310M (13F)Positions · 128Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 170K | $21M | 6.8% | +301% |
| 2 | IWR | ISHARES TR | 150K | $17M | 5.3% | −11% |
| 3 | IWD | ISHARES TR | 68K | $16M | 5.3% | +1% |
| 4 | AAPL | APPLE INC | 53K | $15M | 5.0% | ±0% |
| 5 | IWN | ISHARES TR | 60K | $13M | 4.3% | −1% |
| 6 | VTI | VANGUARD INDEX FDS | 36K | $13M | 4.3% | +1% |
| 7 | IVW | ISHARES TR | 87K | $12M | 3.8% | +21% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 73K | $11M | 3.7% | +5% |
| 9 | MSFT | MICROSOFT CORP | 30K | $11M | 3.7% | ±0% |
| 10 | AMZN | AMAZON COM INC | 38K | $9M | 2.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SONATA SIGNAL
AC read
SONATA CAPITAL GROUP INC is a Other fund managing $310 million in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →