TraderTrends

Manager Profile

SONATA CAPITAL GROUP INC

Diversified · Financial Services 50%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

SEATTLE, WA

Portfolio Value

$309.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287614 464287499 464287598 037833100 464287630

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
49.8%
Consumer Cyclical
14%
Technology
13.5%
Healthcare
8.6%
Industrials
5.2%
Basic Materials
4.2%
Communication Services
1.8%
Consumer Defensive
1.6%
Utilities
0.5%
Energy
0.2%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 170.1K

21.1M

Position Value
2
ISHARES TR

Shares: 149.7K

16.5M

Position Value
3
ISHARES TR

Shares: 67.6K

16.4M

Position Value
4
APPLE INC

Shares: 53.4K

15.5M

Position Value
5
ISHARES TR

Shares: 60.5K

13.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID