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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187M
$655,000 0.06% of portfolio
126,300
Q1 2025 New
$287M
$45,000 0.0% of portfolio
10,500
Q3 2023 New
$180M
$22,000 0.0% of portfolio
25,705
Q1 2025 Reduced 11.44%
$218M
$44,000 0.0% of portfolio
13,232
Q3 2024 New
$226M
$15,000 0.0% of portfolio
10,000
Q1 2025 New
$223M
$40,000 0.0% of portfolio
32,000
Q4 2023 Added 60.0%

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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