SONATA CAPITAL GROUP INC

Q4 2025 13F-HR Holdings

Location
Seattle, WA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$276,861
Net value change ($000)
+6,072 (2.2%)
New positions
6
Sold out positions
6
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,093 26.8%
IBMQ 2,130 518.2%
IBDU 2,100 230.0%
BRK-B 1,510 NEW
IBDT 1,416 30.7%
IBDS 502 9.6%
IBDV 473 62.7%
GOOGL 417 28.8%
DIA 360 NEW
CRWD 328 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -3,097 -100.0%
iSHARES TRUST -2,435 -100.0%
MSFT -1,272 -7.9%
IWR -650 -3.7%
NFLX -569 -100.0%
DIAMONDS TRUST UNIT SERIES 1 -348 -100.0%
ORCL -345 -30.7%
IYY -330 -34.6%
RSG -213 -100.0%
SPOT -187 -31.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type