Sonora Investment Management Group, LLC Portfolio Holdings

Sonora Investment Management Group, LLC

  • $1.27 Billion
  • Q2 2025

Sonora Investment Management Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 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 $66.3M, Apple Inc. with a value of $54.9M, Oracle Corp with a value of $40.5M, Alphabet Inc. with a value of $37.2M, and Broadcom Inc. with a value of $34.9M.

Examining the 13F form we can see an increase of $110M in the current position value, from $1.16B to 1.27B. Also it can be appreciated an additional of 24 stocks purchases and 1 closed positions.

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 $1.27 Billion
Technology: $392 Million
Financial Services: $166 Million
Industrials: $140 Million
Consumer Defensive: $113 Million
Communication Services: $104 Million
Healthcare: $87.1 Million
Consumer Cyclical: $78.5 Million
Energy: $59.7 Million
Other: $133 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$699,000 0.05% of portfolio
55,025
Q2 2025 Added 1.48%
$0
$516,000 0.04% of portfolio
43,279
Q4 2023 New
$0
$402,000 0.03% of portfolio
91,627
Q2 2025 Added 0.7%
$0
$241,000 0.02% of portfolio
19,500
Q1 2024 Reduced 6.39%
$0
$219,000 0.02% of portfolio
13,500
Q4 2023 New
$0
$226,000 0.02% of portfolio
8,935
Q1 2025 New
$0
$199,000 0.02% of portfolio
10,531
Q2 2025 Added 0.23%
$0
$211,000 0.02% of portfolio
28,660
Q3 2023 Reduced 47.08%
$0
$209,000 0.02% of portfolio
25,065
Q3 2023 Reduced 48.25%
$0
$220,000 0.02% of portfolio
18,390
Q4 2021 New
$0
$215,000 0.02% of portfolio
30,550
Q1 2024 Reduced 0.86%
$0
$104,000 0.01% of portfolio
10,000
Q1 2024 New
$0
$191,000 0.01% of portfolio
90,000
Q1 2024 Reduced 0.2%
$0
$172,000 0.01% of portfolio
16,350
Q1 2025 Reduced 35.5%
$0
$68,000 0.01% of portfolio
16,000
Q4 2024 Reduced 12.26%
$0
$82,000 0.01% of portfolio
10,135
Q1 2025 Added 0.02%
$0
$131,000 0.01% of portfolio
15,120
Q4 2023 New
$0
$126,000 0.01% of portfolio
12,570
Q4 2024 New
$0
$102,000 0.01% of portfolio
11,710
Q4 2024 New
$0
$159,000 0.01% of portfolio
10,312
Q4 2024 New
$0
$126,000 0.01% of portfolio
12,154
Q4 2024 New
$0
$129,000 0.01% of portfolio
12,070
Q4 2024 New
$40M
$28,000 0.0% of portfolio
44,735
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $1.27 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 119 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 112 stocks
Track This Portfolio

Track Sonora Investment Management Group, LLC Portfolio

Follow Sonora Investment Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonora Investment Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonora Investment Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email