SONATA CAPITAL GROUP INC - Portfolio Stock Holdings
SONATA CAPITAL GROUP INC disclosed 133 stock positions in a recent SEC 13F filing. $313,535,045 of stock holdings were filed, with the largest holdings including IWF, AAPL, and IWD. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $360,685,424 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
133Est. Stock Holding Value:
$313,535,045Top Stock Holdings By Sector
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Portfolio Stock Holdings - SONATA CAPITAL GROUP INC
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