Sonora Investment Management Group, LLC Portfolio Holdings

Sonora Investment Management Group, LLC

  • $1.34 Billion
  • Q3 2025

Sonora Investment Management Group, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 304 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.3M, Apple Inc. with a value of $66.3M, Oracle Corp with a value of $51.2M, Alphabet Inc. with a value of $50.2M, and Broadcom Inc. with a value of $41.1M.

Examining the 13F form we can see an increase of $69.2M in the current position value, from $1.27B to 1.34B.

Sonora Investment Management Group, LLC is based out at Tucson, AZ

Below you can find more details about Sonora Investment Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.34 Billion
Technology: $427 Million
Financial Services: $168 Million
Industrials: $140 Million
Communication Services: $119 Million
Consumer Defensive: $109 Million
Healthcare: $90.7 Million
Consumer Cyclical: $81.9 Million
Energy: $66.7 Million
Other: $142 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$67.3 Million 5.01% of portfolio
129,887
Q3 2025 Reduced 2.52%
$4.3T
$66.3 Million 4.94% of portfolio
260,565
Q3 2025 Reduced 2.69%
$593B
$51.2 Million 3.81% of portfolio
182,166
Q3 2025 Reduced 1.78%
$1.74T
$50.2 Million 3.73% of portfolio
206,009
Q3 2025 Reduced 1.71%
$139B
$41.1 Million 3.06% of portfolio
124,552
Q3 2025 Reduced 1.6%
$881B
$35.2 Million 2.62% of portfolio
111,734
Q3 2025 Reduced 3.48%
$161B
$33.9 Million 2.52% of portfolio
31,437
Q3 2025 Reduced 1.53%
$279B
$31.3 Million 2.33% of portfolio
303,403
Q3 2025 Reduced 1.73%
$1.37T
$30.8 Million 2.29% of portfolio
41,885
Q3 2025 Reduced 1.27%
$404B
$30.3 Million 2.25% of portfolio
32,707
Q3 2025 Reduced 4.69%
$266B
$29.3 Million 2.18% of portfolio
103,767
Q3 2025 Reduced 1.34%
$54.4B
$28.5 Million 2.12% of portfolio
91,858
Q3 2025 Reduced 1.04%
$66.3B
$28.2 Million 2.1% of portfolio
122,781
Q3 2025 Reduced 1.41%
$70.1B
$27.4 Million 2.04% of portfolio
161,033
Q3 2025 Reduced 1.28%
$2.39T
$25.9 Million 1.93% of portfolio
117,866
Q3 2025 Reduced 0.18%
$187B
$25.2 Million 1.87% of portfolio
151,312
Q3 2025 Reduced 0.28%
$98.1B
$24.2 Million 1.8% of portfolio
141,761
Q3 2025 Reduced 4.91%
$367B
$22.1 Million 1.64% of portfolio
54,432
Q3 2025 Reduced 1.23%
$522B
$20 Million 1.49% of portfolio
108,096
Q3 2025 Reduced 0.21%
$123B
$20.1 Million 1.49% of portfolio
40,213
Q3 2025 Reduced 0.33%
$465B
$18.8 Million 1.4% of portfolio
100,961
Q3 2025 Reduced 4.45%
$533B
$18.2 Million 1.36% of portfolio
53,413
Q3 2025 Reduced 0.95%
$177B
$18.2 Million 1.36% of portfolio
93,676
Q3 2025 Reduced 0.85%
$17.6B
$17 Million 1.27% of portfolio
223,924
Q3 2025 Reduced 0.88%
$414B
$16.9 Million 1.26% of portfolio
72,887
Q3 2025 Added 0.55%
$136B
$16.4 Million 1.22% of portfolio
69,212
Q3 2025 Reduced 0.42%
$59.5B
$16.2 Million 1.21% of portfolio
354,672
Q3 2025 Reduced 0.76%
$74.3B
$16.1 Million 1.2% of portfolio
80,228
Q3 2025 Reduced 0.32%
$258B
$15.6 Million 1.16% of portfolio
92,969
Q3 2025 Reduced 2.86%
$224B
$14.8 Million 1.1% of portfolio
48,737
Q3 2025 Reduced 1.98%
$303B
$14.4 Million 1.07% of portfolio
92,877
Q3 2025 Added 1.97%
$128B
$13.8 Million 1.03% of portfolio
144,945
Q3 2025 Added 0.11%
$204B
$13.8 Million 1.03% of portfolio
98,545
Q3 2025 Added 0.49%
$40.4B
$12.5 Million 0.93% of portfolio
98,696
Q3 2025 Added 0.85%
$14B
$12.3 Million 0.92% of portfolio
182,282
Q3 2025 Reduced 0.3%
$1.65T
$12 Million 0.89% of portfolio
49,463
Q3 2025 Reduced 0.25%
$346B
$11.8 Million 0.88% of portfolio
76,872
Q3 2025 Reduced 2.55%
$29.2B
$11.5 Million 0.86% of portfolio
353,586
Q3 2025 Reduced 4.66%
$152B
$11.3 Million 0.84% of portfolio
45,865
Q3 2025 Reduced 0.46%
$141B
$11.2 Million 0.83% of portfolio
439,149
Q3 2025 Reduced 2.38%
$10.2B
$11.1 Million 0.83% of portfolio
169,808
Q3 2025 Added 4.07%
$291B
$10.9 Million 0.81% of portfolio
22,938
Q3 2025 Added 4.17%
$193B
$10.4 Million 0.78% of portfolio
91,112
Q3 2025 Added 0.71%
$67.6B
$10.3 Million 0.76% of portfolio
212,183
Q3 2025 Reduced 3.57%
$237B
$9.38 Million 0.7% of portfolio
39,561
Q3 2025 Added 0.53%
$75.4B
$9.3 Million 0.69% of portfolio
70,916
Q3 2025 Reduced 2.6%
$26.6B
$8.89 Million 0.66% of portfolio
87,250
Q3 2025 Reduced 2.51%
$172B
$7.94 Million 0.59% of portfolio
180,592
Q3 2025 Reduced 8.62%
$5.53B
$7.62 Million 0.57% of portfolio
624,851
Q3 2025 Reduced 4.65%

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $1.34 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 154 stocks
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