StockDriftsStockDriftsTop 50 Sonata Capital Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 6.82% | 170.1K | $21.1M | +0.34%(+569) | $33.63(+266.88%) | 2026-06-30 | |
| IWR | ISHARES TR | 5.33% | 149.7K | $16.5M | -10.69%(-17.93K) | $46.64(+145.55%) | 2026-06-30 | |
| IWD | ISHARES TR | 5.29% | 67.6K | $16.4M | +1.39%(+928) | $105.70(+143.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.99% | 53.4K | $15.5M | +0.00%(+2) | $75.00(+307.19%) | 2026-06-30 | |
| IWN | ISHARES TR | 4.32% | 60.5K | $13.4M | -0.73%(-444) | $116.06(+95.19%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.27% | 35.8K | $13.2M | +0.64%(+227) | $140.58(+172.71%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.84% | 86.6K | $11.9M | +21.38%(+15.26K) | $47.54(+197.90%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.71% | 72.7K | $11.5M | +5.12%(+3.54K) | $78.22(+112.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.65% | 30.4K | $11.3M | +0.07%(+21) | $159.82(+204.13%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.89% | 37.6K | $9.0M | +3.31%(+1.21K) | $94.22(+178.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.06% | +52.34% | +7.95% | +46.58% |
| Top 20 Holdings Unweighted | +14.53% | +50.24% | +8.00% | +46.90% |
Sonata Capital Group INC reports $309.92M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are IWF (6.8%), IWR (5.3%) and IWD (5.3%). The top 20 holdings account for 64.2% of reported assets. Its disclosed equity book has returned +52.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sonata Capital Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1172036). View Sonata Capital Group INC’s 13F filings on SEC