StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.28% | +106.20% | — | — | +106.20% |
| Top 20 Holdings Unweighted | +28.15% | +110.44% | — | — | +110.44% |
Sonora Investment Management Group, Llc reports $1.41B in US-listed equity holdings across 301 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.8%), AAPL (4.7%) and ORCL (3.6%). The top 20 holdings account for 49.05% of reported assets. Its disclosed equity book has returned +106.20% on a three-year cumulative basis. Figures reflect the Q3 2025 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 Sonora Investment Management Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907552). View Sonora Investment Management Group, Llc’s 13F filings on SEC