§ 13F · FUND PROFILE
SONATA CAPITAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271K (13F)Positions · 121Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 42K | $18M | 6.7% | ±0% |
| 2 | IWR | ISHARES TR | 168K | $16M | 6.0% | −6% |
| 3 | IWD | ISHARES TR | 67K | $14M | 5.3% | +1% |
| 4 | AAPL | APPLE INC | 53K | $14M | 5.0% | −1% |
| 5 | IWN | ISHARES TR | 61K | $12M | 4.3% | ±0% |
| 6 | VTI | VANGUARD INDEX FDS | 36K | $11M | 4.2% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 30K | $11M | 4.1% | −1% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 69K | $10M | 3.8% | ±0% |
| 9 | IVW | ISHARES TR | 71K | $8M | 3.0% | +3% |
| 10 | AMZN | AMAZON COM INC | 36K | $8M | 2.8% | −1% |
§ 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 $271 thousand in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed