Sonora Investment Management Group, LLC Portfolio Holdings

Sonora Investment Management Group, LLC

  • $1.34 Billion
  • Q3 2025

Sonora Investment Management Group, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.34 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 $67.3M, Apple Inc. with a value of $66.3M, Oracle Corp with a value of $51.2M, Alphabet Inc. with a value of $50.2M, and Broadcom Inc. with a value of $41.1M.

Examining the 13F form we can see an increase of $69.2M in the current position value, from $1.27B to 1.34B.

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 $1.34 Billion
Technology: $427 Million
Financial Services: $168 Million
Industrials: $140 Million
Communication Services: $119 Million
Consumer Defensive: $109 Million
Healthcare: $90.7 Million
Consumer Cyclical: $81.9 Million
Energy: $66.7 Million
Other: $142 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.79 Million 0.43% of portfolio
117,624
Q3 2025 Added 12.61%
$0
$4.99 Million 0.37% of portfolio
7,490
Q3 2025 Added 0.32%
$0
$3.87 Million 0.29% of portfolio
6,447
Q3 2025 Added 1.35%
$0
$2.81 Million 0.21% of portfolio
4,584
Q3 2025 Added 0.79%
$0
$2.26 Million 0.17% of portfolio
3,375
Q3 2025 Reduced 11.65%
$0
$1.48 Million 0.11% of portfolio
56,321
Q3 2025 Added 5.27%
$0
$1.33 Million 0.1% of portfolio
2,782
Q3 2025 Reduced 0.36%
$0
$1.31 Million 0.1% of portfolio
3,992
Q3 2025 Reduced 1.75%
$130B
$1.15 Million 0.09% of portfolio
3,248
Q3 2025 Added 25.5%
$0
$1.1 Million 0.08% of portfolio
40,398
Q3 2025 Added 3.16%
$0
$877,000 0.07% of portfolio
18,691
Q2 2025 Reduced 1.06%
$0
$845,000 0.06% of portfolio
3,001
Q3 2025 Added 0.03%
$0
$741,000 0.06% of portfolio
28,199
Q3 2025 Added 8.3%
$0
$814,000 0.06% of portfolio
4,474
Q3 2025 Reduced 9.07%
$0
$619,000 0.05% of portfolio
1,335
Q2 2025 Added 61.43%
$0
$679,000 0.05% of portfolio
2,808
Q3 2025 Added 12.68%
$0
$631,000 0.05% of portfolio
6,281
Q3 2025 Reduced 0.16%
$0
$532,000 0.04% of portfolio
3,778
Q3 2025 Added 4.13%
$0
$475,000 0.04% of portfolio
7,941
Q3 2025 Added 4.46%
$65.3B
$474,000 0.04% of portfolio
6,525
Q3 2025 Reduced 32.72%
$0
$451,000 0.03% of portfolio
8,374
Q2 2025 Reduced 2.5%
$0
$357,000 0.03% of portfolio
599
Q2 2025 New
$0
$361,000 0.03% of portfolio
14,351
Q3 2025 Reduced 2.96%
$0
$413,000 0.03% of portfolio
14,832
Q3 2025 Added 9.04%
$0
$436,000 0.03% of portfolio
607
Q3 2025 Reduced 2.41%
$0
$355,000 0.03% of portfolio
1,872
Q3 2025 Added 0.65%
$0
$339,000 0.03% of portfolio
7,514
Q3 2025 Added 7.51%
$0
$407,000 0.03% of portfolio
6,251
Q3 2025 Added 3.24%
$0
$406,000 0.03% of portfolio
2,860
Q2 2025 Added 1.78%
$0
$362,000 0.03% of portfolio
787
Q1 2025 Reduced 0.13%
$0
$241,000 0.02% of portfolio
5,325
Q3 2025 New
$0
$229,000 0.02% of portfolio
7,358
Q3 2025 Added 1.03%
$0
$226,000 0.02% of portfolio
2,530
Q3 2025 Reduced 9.8%
$0
$257,000 0.02% of portfolio
5,999
Q3 2025 Added 11.67%
$0
$267,000 0.02% of portfolio
1,433
Q3 2025 Reduced 37.2%
$0
$267,000 0.02% of portfolio
1,281
Q2 2025 New
$0
$213,000 0.02% of portfolio
2,339
Q3 2025 Reduced 0.76%
$0
$273,000 0.02% of portfolio
1,564
Q1 2025 Added 4.2%
$0
$327,000 0.02% of portfolio
5,215
Q3 2025 Added 20.3%
$0
$228,000 0.02% of portfolio
3,112
Q3 2025 New
$0
$222,000 0.02% of portfolio
2,157
Q2 2025 Reduced 1.82%
$0
$217,000 0.02% of portfolio
2,256
Q3 2025 New
$0
$211,000 0.02% of portfolio
1,089
Q3 2025 New
$0
$276,000 0.02% of portfolio
3,164
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $1.34 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 154 stocks
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