Sonora Investment Management Group, LLC Portfolio Holdings

Sonora Investment Management Group, LLC

  • $1.16 Billion
  • Q1 2025

Sonora Investment Management Group, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.5M, Microsoft Corp with a value of $49.5M, Arthur J. Gallagher & Co. with a value of $34.9M, Alphabet Inc. with a value of $32.7M, and Costco Wholesale Corp with a value of $32.7M.

Examining the 13F form we can see an decrease of $30.2M in the current position value, from $1.19B to 1.16B.

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 $1.16 Billion
Technology: $295 Million
Financial Services: $158 Million
Industrials: $131 Million
Consumer Defensive: $114 Million
Healthcare: $105 Million
Communication Services: $88.7 Million
Consumer Cyclical: $75.2 Million
Energy: $66 Million
Other: $131 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.07T
$7.86 Million 0.67% of portfolio
50,915
Q1 2025 Reduced 0.91%
$475B
$7.45 Million 0.64% of portfolio
62,614
Q1 2025 Reduced 7.02%
$63.7B
$7.05 Million 0.61% of portfolio
247,089
Q1 2025 Reduced 2.97%
$160B
$7.1 Million 0.61% of portfolio
33,536
Q1 2025 Reduced 2.44%
$300B
$6.89 Million 0.59% of portfolio
96,203
Q1 2025 Reduced 0.57%
$28.5B
$6.56 Million 0.56% of portfolio
76,293
Q1 2025 Reduced 2.4%
$14.6B
$6.55 Million 0.56% of portfolio
56,620
Q1 2025 Reduced 2.59%
$214B
$6.09 Million 0.52% of portfolio
18,451
Q1 2025 Added 16.8%
$4.89B
$5.73 Million 0.49% of portfolio
696,853
Q1 2025 Reduced 1.47%
$631B
$5.28 Million 0.45% of portfolio
10,064
Q1 2025 Added 3.25%
$194B
$4.83 Million 0.41% of portfolio
170,662
Q1 2025 Reduced 1.48%
$6.04B
$4.65 Million 0.4% of portfolio
154,147
Q1 2025 Added 3.61%
$30.3B
$4.66 Million 0.4% of portfolio
78,023
Q1 2025 Reduced 3.69%
$20B
$4.65 Million 0.4% of portfolio
127,753
Q1 2025 Reduced 1.93%
$41.3B
$3.64 Million 0.31% of portfolio
46,905
Q1 2025 Reduced 5.6%
$3.52B
$3.64 Million 0.31% of portfolio
211,868
Q1 2025 Reduced 4.92%
$12.6B
$3.11 Million 0.27% of portfolio
18,667
Q1 2025 Reduced 2.17%
$62.1B
$3.2 Million 0.27% of portfolio
25,896
Q1 2025 Reduced 1.15%
$15B
$3.02 Million 0.26% of portfolio
101,840
Q1 2025 Reduced 2.3%
$94.1B
$2.65 Million 0.23% of portfolio
11,454
Q1 2025 Reduced 0.51%
$79.1B
$2.71 Million 0.23% of portfolio
10,946
Q1 2025 Reduced 2.66%
$760B
$2.52 Million 0.22% of portfolio
3,050
Q1 2025 Added 4.34%
$69.3B
$2.5 Million 0.22% of portfolio
73,367
Q1 2025 Added 10.24%
$4.5B
$2.41 Million 0.21% of portfolio
51,069
Q1 2025 Added 1.7%
$30B
$2.37 Million 0.2% of portfolio
60,481
Q1 2025 Added 0.9%
$574M
$2.36 Million 0.2% of portfolio
107,358
Q1 2025 Added 114.91%
$10.3B
$2.29 Million 0.2% of portfolio
24,064
Q1 2025 Added 1.21%
$1T
$2.34 Million 0.2% of portfolio
9,035
Q1 2025 Reduced 8.62%
$2.3B
$2.38 Million 0.2% of portfolio
324,449
Q1 2025 Added 17.6%
$148B
$2.06 Million 0.18% of portfolio
5,532
Q1 2025 Added 0.18%
$339B
$1.94 Million 0.17% of portfolio
9,240
Q1 2025 Added 2.37%
$770M
$1.81 Million 0.16% of portfolio
224,909
Q1 2025 Reduced 1.48%
$80.2B
$1.71 Million 0.15% of portfolio
3,331
Q1 2025 Reduced 0.63%
$280B
$1.78 Million 0.15% of portfolio
11,240
Q1 2025 Added 0.61%
$54B
$1.78 Million 0.15% of portfolio
95,751
Q1 2025 Added 1.08%
$1.12B
$1.48 Million 0.13% of portfolio
294,335
Q1 2025 Added 5.37%
$5.27B
$1.55 Million 0.13% of portfolio
48,026
Q1 2025 Added 7.09%
$19.2B
$1.49 Million 0.13% of portfolio
50,802
Q1 2025 Reduced 1.9%
$1.19T
$1.43 Million 0.12% of portfolio
8,591
Q1 2025 Added 0.02%
$36.5B
$1.37 Million 0.12% of portfolio
13,771
Q1 2025 Added 5.42%
$5.86B
$1.38 Million 0.12% of portfolio
46,316
Q1 2025 Reduced 1.05%
$170B
$1.38 Million 0.12% of portfolio
9,510
Q1 2025 Added 15.36%
$104B
$1.16 Million 0.1% of portfolio
19,367
Q1 2025 Added 6.34%
$103B
$1.12 Million 0.1% of portfolio
5,131
Q1 2025 Reduced 5.14%
$147B
$1.12 Million 0.1% of portfolio
15,785
Q1 2025 Reduced 0.33%
$120B
$997,000 0.09% of portfolio
9,500
Q1 2025 Reduced 2.77%
$91B
$1.08 Million 0.09% of portfolio
17,085
Q1 2025 Added 0.57%
$231B
$1.1 Million 0.09% of portfolio
8,308
Q1 2025 Reduced 3.19%
$108B
$1.1 Million 0.09% of portfolio
11,212
Q1 2025 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $1.16 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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