SONATA CAPITAL GROUP INC - Portfolio Stock Holdings
SONATA CAPITAL GROUP INC disclosed 126 stock positions in a recent SEC 13F filing. $254,010,842 of stock holdings were filed, with the largest holdings including IWR, IWD, and AAPL. This filing represented positions held on March 31, 2026, and was filed on April 30, 2026.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:
March 31, 2026No. of Stocks:
126Est. Stock Holding Value:
$254,010,842Top Stock Holdings By Sector
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Portfolio Stock Holdings - SONATA CAPITAL GROUP INC
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