SONATA CAPITAL GROUP INC
SONATA CAPITAL GROUP INC reported 128 positions worth $309.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IWF (6.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWF | SH | $21.1M | 6.82% | 170,129 | — | — | |
| ▸ 2 | IWR | SH | $16.5M | 5.33% | 149,744 | — | — | |
| ▸ 3 | IWD | SH | $16.4M | 5.29% | 67,587 | — | — | |
| ▸ 4 | AAPL | SH | $15.5M | 4.99% | 53,424 | — | — | |
| ▸ 5 | IWN | SH | $13.4M | 4.32% | 60,479 | — | — | |
| ▸ 6 | VTI | SH | $13.2M | 4.27% | 35,774 | — | — | |
| ▸ 7 | IVW | SH | $11.9M | 3.84% | 86,593 | — | — | |
| ▸ 8 | VYM | SH | $11.5M | 3.71% | 72,662 | — | — | |
| ▸ 9 | MSFT | SH | $11.3M | 3.65% | 30,356 | — | — | |
| ▸ 10 | AMZN | SH | $9.0M | 2.89% | 37,574 | — | — |
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Frequently Asked Questions
What stocks does SONATA CAPITAL GROUP INC hold as of Q2 2026?
SONATA CAPITAL GROUP INC reported 128 positions worth $309.9M in its Q2 2026 13F filing. Largest positions: IWF (6.8%), IWR (5.3%), IWD (5.3%), AAPL (5.0%) and IWN (4.3%).
What did SONATA CAPITAL GROUP INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SONATA CAPITAL GROUP INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.