DOSSIER · 13F-HR · Q3 2025

Sonora Investment Management Group, LLC

$1.4B in tracked AUM across 304 positions as of Q3 2025.

SI
CIK 0001907552 · last filed Sep 30, 2025
Total AUM
$1.4B
as of Q3 2025
Holdings
304
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

Sonora Investment Management Group, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$67M130K4.8%
02
AAPL
APPLE INC
$66M261K4.7%
03
ORCL
ORACLE CORP
$51M182K3.6%
04
GOOG
ALPHABET INC
$50M206K3.6%
05
AVGO
BROADCOM INC
$41M125K2.9%
06
JPM
JPMORGAN CHASE & CO.
$35M112K2.5%
07
KLAC
KLA CORP
$34M31K2.4%
08
WMT
WALMART INC
$31M303K2.2%
09
META
META PLATFORMS INC
$31M42K2.2%
10
COST
COSTCO WHSL CORP NEW
$30M33K2.1%

Filing history

2025Q3Sep 30
$1.4B 4.8%
304 positionsView →
2025Q2Jun 30
$1.3B 6.7%
304 positionsLocked
2025Q1Mar 31
$1.3B 3.2%
302 positionsLocked
2024Q4Dec 31
$1.3B 3.3%
298 positionsLocked
2024Q3Sep 30
$1.3B 5.6%
288 positionsLocked
2024Q2Jun 30
$1.3B 0.0%
283 positionsLocked
2024Q1Mar 31
$1.3B 3.9%
284 positionsLocked
2023Q4Dec 31
$1.2B 5.2%
277 positionsLocked
2023Q3Sep 30
$1.2B 2.1%
265 positionsLocked
2023Q2Jun 30
$1.2B 4.0%
264 positionsLocked
2023Q1Mar 31
$1.1B 4.5%
274 positionsLocked
2022Q4Dec 31
$1.1B 41.1%
268 positionsLocked
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