Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Sonora Investment Management Group, LLC 13F Holdings -- Portfolio & Top Positions (2025-09-30)

Sonora Investment Management Group, LLC (CIK 1907552) reported $1.41B across 296 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: MSFT ($67.3M, 4.76%), AAPL ($66.3M, 4.70%), ORCL ($51.2M, 3.63%), GOOG ($50.2M, 3.55%), AVGO ($41.1M, 2.91%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MSFTMICROSOFT CORP$67.3M4.76%129,887Trimmed
2AAPLAPPLE INC$66.3M4.70%260,565Trimmed
3ORCLORACLE CORP$51.2M3.63%182,166Trimmed
4GOOGALPHABET INC$50.2M3.55%206,009Trimmed
5AVGOBROADCOM INC$41.1M2.91%124,552Trimmed
6JPMJPMORGAN CHASE & CO.$35.2M2.50%111,734Trimmed
7KLACKLA CORP$33.9M2.40%31,437Trimmed
8WMTWALMART INC$31.3M2.21%303,403Trimmed
9METAMETA PLATFORMS INC$30.8M2.18%41,885Trimmed
10COSTCOSTCO WHSL CORP NEW$30.3M2.14%32,707Trimmed
11IBMINTERNATIONAL BUSINESS MACHS$29.3M2.07%103,767Trimmed
12AJGGALLAGHER ARTHUR J & CO$28.5M2.01%91,858Trimmed
13RSGREPUBLIC SVCS INC$28.2M2.00%122,781Trimmed
14VLOVALERO ENERGY CORP$27.4M1.94%161,033Trimmed
15AMZNAMAZON COM INC$25.9M1.83%117,866Trimmed
16QCOMQUALCOMM INC$25.2M1.78%151,312Trimmed
17CSCOCISCO SYS INC$24.4M1.73%356,406Trimmed
18BXBLACKSTONE INC$24.2M1.72%141,761Trimmed
19HDHOME DEPOT INC$22.1M1.56%54,432Trimmed
20LMTLOCKHEED MARTIN CORP$20.1M1.42%40,213Trimmed
21JNJJOHNSON & JOHNSON$20.0M1.42%108,096Trimmed
22NVDANVIDIA CORPORATION$18.8M1.33%100,961Trimmed
23VVISA INC$18.2M1.29%53,413Trimmed
24TXNTEXAS INSTRS INC$17.2M1.22%93,676Trimmed
25EVRGEVERGY INC$17.0M1.21%223,924Trimmed

Source: SEC Form 13F filings · as of 2025-09-30