Top 50 Sonora Investment Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.76% | 129.9K | $67.3M | -2.52%(-3.36K) | $318.45(+50.14%) | 2025-09-30 | |
| AAPL | APPLE INC | 4.7% | 260.6K | $66.3M | -2.69%(-7.21K) | $158.87(+63.05%) | 2025-09-30 | |
| ORCL | ORACLE CORP | 3.63% | 182.2K | $51.2M | -1.78%(-3.29K) | $95.28(+107.80%) | 2025-09-30 | |
| GOOG | ALPHABET INC | 3.55% | 206.0K | $50.2M | -1.71%(-3.59K) | $99.18(+217.58%) | 2025-09-30 | |
| AVGO | BROADCOM INC | 2.91% | 124.6K | $41.1M | -1.60%(-2.02K) | $65.26(+439.59%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 2.5% | 111.7K | $35.2M | -3.48%(-4.03K) | $159.02(+106.20%) | 2025-09-30 | |
| KLAC | KLA CORP | 2.4% | 31.4K | $33.9M | -1.53%(-489) | $396.58(+222.66%) | 2025-09-30 | |
| WMT | WALMART INC | 2.21% | 303.4K | $31.3M | -1.73%(-5.35K) | $47.91(+133.23%) | 2025-09-30 | |
| META | META PLATFORMS INC | 2.18% | 41.9K | $30.8M | -1.27%(-537) | $323.84(+104.82%) | 2025-09-30 | |
| COST | COSTCO WHSL CORP NEW | 2.14% | 32.7K | $30.3M | -4.69%(-1.61K) | $531.39(+64.35%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.28% | +106.20% |
| Top 20 Holdings Unweighted | +28.15% | +110.44% |
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