Sonora Investment Management Group, LLC - Portfolio overview

Sonora Investment Management Group, LLC has 282 reported holdings in this dataset, with the latest filing dated 2025-10-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. MSFT - MICROSOFT CORP, 4.99%
  2. AAPL - APPLE INC, 4.93%
  3. ORCL - ORACLE CORP, 3.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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