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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sonora Investment Management Group, LLC

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001725547-23-000060

Total Value
$1.10B
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL318,836$41.4M3.77%
2MICROSOFT CORPMSFT142,965$34.3M3.12%
3CHEESECAKE FACTORY INCCAKE29,425,000$24.4M2.22%
4ALTERYX INC02156BAF028,980,000$24.2M2.20%
5GREENBRIER COS INC393657AK721,065,000$20.1M1.83%
6SPIRIT AIRLS INC848577AB824,301,000$19.7M1.79%
7VALERO ENERGY CORPVLO152,260$19.3M1.76%
8ALPHABET INCGOOG206,082$18.3M1.67%
9QUALCOMM INCQCOM160,300$17.6M1.60%
10MERCK & CO INCMRK158,456$17.6M1.60%
11IONIS PHARMACEUTICALS INCIONS18,890,000$17.2M1.56%
12GALLAGHER ARTHUR J & CO36357610990,788$17.1M1.56%
13PFIZER INCPFE326,773$16.7M1.52%
14JOHNSON & JOHNSONJNJ94,311$16.7M1.52%
15LOCKHEED MARTIN CORPLMT32,944$16.0M1.46%
16REPUBLIC SVCS INC760759100119,100$15.4M1.40%
17SUMMIT HOTEL PPTYS866082AA817,785,000$15.3M1.39%
18CHEFS WHSE INC163086AB714,390,000$14.9M1.35%
19PEPSICO INCPEP82,137$14.8M1.35%
20HOME DEPOT INCHD46,830$14.8M1.35%
21VISHAY INTERTECHNOLOGY INCVSH14,785,000$14.3M1.31%
22COSTCO WHSL CORP NEW22160K10530,880$14.1M1.28%
23WALMART INCWMT99,317$14.1M1.28%
24ORACLE CORPORCL-PD170,287$13.9M1.27%
25JPMORGAN CHASE & COVYLD103,402$13.9M1.26%
26VICI PPTYS INC925652109420,681$13.6M1.24%
27PROCTER AND GAMBLE CO74271810987,512$13.3M1.21%
28CISCO SYS INCCSCO266,890$12.7M1.16%
29TEXAS INSTRS INC88250810474,841$12.4M1.13%
30UNION PAC CORPUNP58,926$12.2M1.11%
31RAYTHEON TECHNOLOGIES CORPRTX112,000$11.3M1.03%
32BLACKSTONE INCBX144,951$10.8M0.98%
33KLA CORPKLAC28,423$10.7M0.98%
34INTERNATIONAL BUSINESS MACHSINTR74,630$10.5M0.96%
35KIMBERLY-CLARK CORPKMB74,733$10.1M0.92%
36MCDONALDS CORPMCD37,810$10.0M0.91%
37TRUIST FINL CORP89832Q109226,238$9.7M0.89%
38UNITEDHEALTH GROUP INCUNH18,294$9.7M0.88%
39US BANCORP DELUSB-PS220,524$9.6M0.88%
40SUPERNUS PHARMACEUTICALSSUPN9,805,000$9.6M0.87%
41CLEVELAND-CLIFFS INC NEWCLF574,584$9.3M0.84%
42EMERSON ELEC COEMR95,025$9.1M0.83%
43STARBUCKS CORPSBUX91,795$9.1M0.83%
44VISA INCV43,096$9.0M0.82%
45NEW RELIC INC64829BAB69,015,000$8.8M0.80%
46BIOMARIN PHARMACEUTICAL INCBMRN7,960,000$8.7M0.79%
47HONEYWELL INTL INC43851610640,333$8.6M0.79%
48NEXTERA ENERGY INCNEE-PW168,463$8.5M0.78%
49IONIS PHARMACEUTICALS INCIONS9,195,000$8.5M0.78%
50EVERGY INCEVRG134,855$8.5M0.77%
51LYONDELLBASELL INDUSTRIES NLYB101,679$8.4M0.77%
52GENERAL MLS INC37033410499,361$8.3M0.76%
53PNC FINL SVCS GROUP INC69347510552,220$8.2M0.75%
54PAYCHEX INCPAYX68,292$7.9M0.72%
55BROADCOM INCAVGO13,908$7.8M0.71%
56AMGEN INCAMGN29,163$7.7M0.70%
57ACCENTURE PLC IRELANDACN28,495$7.6M0.69%
58ILLINOIS TOOL WKS INC45230810934,322$7.6M0.69%
59ADOBE SYSTEMS INCORPORATEDADBE21,476$7.2M0.66%
60MICROCHIP TECHNOLOGY INC.MCHPP3,568,000$7.2M0.65%
61COCA COLA COKO110,552$7.0M0.64%
62VERIZON COMMUNICATIONS INCVZ176,209$6.9M0.63%
63BIOMARIN PHARMACEUTICAL INCBMRN6,455,000$6.9M0.63%
64CHEVRON CORP NEWCVX38,504$6.9M0.63%
65PURE STORAGE INC74624MAB86,335,000$6.8M0.62%
66WP CAREY INC92936U10986,934$6.8M0.62%
67AMAZON COM INCAMZN80,730$6.8M0.62%
68ETSY INCETSY6,190,000$6.2M0.57%
69LEGGETT & PLATT INCLEG191,998$6.2M0.56%
70INSMED INCINSM6,590,000$6.2M0.56%
71EVOLENT HEALTH INCEVH5,790,000$6.2M0.56%
72MEDTRONIC PLCMDT79,141$6.2M0.56%
73GRANITE CONSTR INCGVA4,900,000$6.0M0.55%
74RPM INTL INC74968510361,034$5.9M0.54%
75EXXON MOBIL CORPXOM53,741$5.9M0.54%
76NIKE INCNKE50,592$5.9M0.54%
77IONIS PHARMACEUTICALS INCIONS156,115$5.9M0.54%
78DISNEY WALT CO25468710658,117$5.0M0.46%
79ALPHABET INCGOOG56,694$5.0M0.46%
80SOUTHWEST AIRLS CO844741108148,085$5.0M0.45%
81INTRA-CELLULAR THERAPIES INC46116X10192,171$4.9M0.44%
82SONOCO PRODS CO83549510278,341$4.8M0.43%
83IRON MTN INC DEL46284V10192,754$4.6M0.42%
84CVS HEALTH CORPCVS49,245$4.6M0.42%
85TECK RESOURCES LTDTCKRF117,279$4.4M0.40%
86KINDER MORGAN INC DELEP-PC243,697$4.4M0.40%
87MGM RESORTS INTERNATIONALMGM131,226$4.4M0.40%
88SPLUNK INC848637AF15,030,000$4.2M0.39%
89META PLATFORMS INCMETA34,983$4.2M0.38%
90EXACT SCIENCES CORP30063PAB14,745,000$3.9M0.36%
91AT&T INCT-PC206,205$3.8M0.35%
92AKAMAI TECHNOLOGIES INCAKAM3,375,000$3.3M0.30%
93CORNING INCGLW101,330$3.2M0.29%
94GLOBAL NET LEASE INCGNL-PE249,581$3.1M0.29%
95OMEROS CORPOMER5,515,000$3.0M0.27%
96COUPA SOFTWARE INC22266LAF33,040,000$2.9M0.27%
97LUMENTUM HLDGS INCLITE3,355,000$2.9M0.26%
98MACERICH COMAC241,514$2.7M0.25%
99EXACT SCIENCES CORP30063PAA32,585,000$2.7M0.24%
100INTEL CORPINTC97,754$2.6M0.24%
101WHEATON PRECIOUS METALS CORPWPM61,736$2.4M0.22%
102SPDR S&P 500 ETF TRSPY6,152$2.4M0.21%
103COGNEX CORPCGNX48,551$2.3M0.21%
104CINCINNATI FINL CORP17206210122,293$2.3M0.21%
105GRAFTECH INTL LTD384313508461,255$2.2M0.20%
106BERKSHIRE HATHAWAY INC DELBRK-A7,079$2.2M0.20%
107TEXAS ROADHOUSE INCTXRH22,831$2.1M0.19%
108PHILLIPS 66PSX18,670$1.9M0.18%
109CSX CORPCSX61,394$1.9M0.17%
110ABBVIE INCABBV11,563$1.9M0.17%
111CLOROX CO DELCLX12,954$1.8M0.17%
112WASTE MGMT INC DEL94106L10910,956$1.7M0.16%
113PINNACLE WEST CAP CORPPNW22,474$1.7M0.16%
114FORD MTR CO DEL345370CZ11,750,000$1.6M0.15%
115FIFTH THIRD BANCORPFITBM47,233$1.5M0.14%
116HANESBRANDS INC410345102225,833$1.4M0.13%
117NVIDIA CORPORATIONNVDA9,516$1.4M0.13%
118BOEING COBA-PA7,248$1.4M0.13%
119AMERICAN TOWER CORP NEW03027X1006,412$1.4M0.12%
120VANGUARD INDEX FDS9229083633,713$1.3M0.12%
121CATERPILLAR INCCAT5,323$1.3M0.12%
122ANTERO RESOURCES CORPAR39,975$1.2M0.11%
123DOLLAR GEN CORP NEW2566771054,821$1.2M0.11%
124ENERGY TRANSFER L PET-PI98,833$1.2M0.11%
125GLOBAL X FDS37954Y34328,289$1.2M0.11%
126ALTRIA GROUP INCMO25,274$1.2M0.11%
127SHOE CARNIVAL INCSCVL47,935$1.1M0.10%
128EXP WORLD HLDGS INCEXPI102,241$1.1M0.10%
129PHILIP MORRIS INTL INC71817210911,010$1.1M0.10%
130HUNTSMAN CORPHUN39,740$1.1M0.10%
131WEYERHAEUSER CO MTN BEWY34,961$1.1M0.10%
132ENTERPRISE PRODS PARTNERS L29379210744,571$1.1M0.10%
133ISHARES TR4642872002,767$1.1M0.10%
134MERITAGE HOMES CORPMTH11,125$1.0M0.09%
135TESLA INCTSLA8,223$1.0M0.09%
136TARGET CORPTGT6,598$983,3660.09%
137LILLY ELI & COLLY2,554$934,5090.09%
138ABBOTT LABSABLZF8,416$924,0430.08%
139INVESCO QQQ TRIVZ3,257$867,2790.08%
140UBER TECHNOLOGIES INCUBER990,000$829,5290.08%
141TAIWAN SEMICONDUCTOR MFG LTD87403910011,017$820,6560.07%
142PLUG POWER INCPLUG63,079$780,2870.07%
143VANGUARD INDEX FDS9229087694,078$779,7420.07%
144PROTERRA INC74374T109205,436$774,4940.07%
145APPLIED MATLS INC0382221057,734$753,1710.07%
146VANGUARD INDEX FDS9229087363,510$748,0880.07%
147FEDEX CORPFDX4,035$698,8720.06%
148SCHWAB STRATEGIC TR80852460716,420$665,1770.06%
149D R HORTON INC23331A1097,272$648,2260.06%
150MEDICAL PPTYS TRUST INC58463J30457,723$643,0340.06%
151STARWOOD PPTY TR INCSTHO34,775$637,4260.06%
152NORTHROP GRUMMAN CORPNOC1,158$631,5780.06%
153MASTERCARD INCORPORATEDMA1,741$605,4290.06%
154ORGANON & COOGN20,508$572,7880.05%
155BRISTOL-MYERS SQUIBB COCELG-RI7,536$542,2420.05%
156NATIONAL FUEL GAS CONFG8,372$529,9480.05%
157AMERISOURCEBERGEN CORPCOR3,176$526,2950.05%
158EXELIXIS INCEXEL31,744$509,1740.05%
159SCHWAB STRATEGIC TR80852420110,993$496,3430.05%
160NEXTERA ENERGY INCNEE-PW5,835$487,7800.04%
161SMUCKER J M CO8326964053,046$482,6690.04%
162VERINT SYSTEMS INC92343XAC4555,000$479,7330.04%
163INSMED INCINSM585,000$474,6700.04%
164KAYNE ANDERSON ENERGY INFRST48660610654,472$466,2800.04%
165SCHWAB STRATEGIC TR80852410210,154$455,0030.04%
166ALLIANCEBERNSTEIN HLDG L P01881G10613,132$451,3470.04%
167ENBRIDGE INCENNPF11,213$438,4280.04%
168SCHWAB STRATEGIC TR8085247975,762$435,2900.04%
169VANGUARD TAX-MANAGED FDS92194385810,331$433,5860.04%
170CUMMINS INCCMI1,774$429,8590.04%
171EATON CORP PLCETN2,694$422,8230.04%
172MAGELLAN MIDSTREAM PRTNRS LP5590801068,306$417,0440.04%
173DOVER CORPDOV3,027$409,8860.04%
174SCHWAB CHARLES CORPSCHW-PJ4,865$405,0710.04%
175PAGSEGURO DIGITAL LTDPAGS45,638$398,8760.04%
176LOWES COS INC5486611072,000$398,4630.04%
177GILEAD SCIENCES INCGILD4,597$394,6180.04%
178PIMCO INCOME STRATEGY FD72201H10848,437$392,8240.04%
179SCHWAB STRATEGIC TR8085247717,306$390,4330.04%
180VANGUARD SPECIALIZED FUNDS9219088442,541$385,7880.04%
181PIMCO INCOME STRATEGY FD II72201J10454,160$382,9110.03%
182AUTOZONE INCAZO149$367,4610.03%
183ISHARES TR4642871683,030$365,4180.03%
184SCHWAB STRATEGIC TR8085247637,768$362,8990.03%
185REGENERON PHARMACEUTICALSREGN501$361,4660.03%
186SPDR GOLD TRGLD2,117$359,1280.03%
187PROLOGIS INC.PLDGP3,176$358,0030.03%
188ISHARES TR4642876552,040$355,6940.03%
189HEALTHCARE RLTY TR42226K10518,437$355,2810.03%
190ANALOG DEVICES INCADI2,140$350,9770.03%
191OCCIDENTAL PETE CORP6745991055,533$348,5050.03%
192SELECT SECTOR SPDR TR81369Y8032,798$348,2410.03%
193LAM RESEARCH CORPLRCX828$348,1810.03%
194UNITI GROUP INCUNIT62,485$345,5420.03%
195MPLX LPMPLXP10,317$338,8100.03%
196ONEOK INC NEWOKE5,122$336,4990.03%
197WEST PHARMACEUTICAL SVSC INC9553061051,390$327,1360.03%
198ALLSPRING INCOME OPPORTUNITEAD50,744$324,2540.03%
199SHELL PLCRYDAF5,680$323,4760.03%
200WILLIAMS COS INC9694571009,765$321,2680.03%
201VANGUARD WHITEHALL FDS9219464062,945$318,6780.03%
202COLGATE PALMOLIVE COCL3,975$313,1630.03%
203SALESFORCE INCCRM2,345$310,9240.03%
204PHYSICIANS RLTY TR71943U10421,389$309,4990.03%
205PROSHARES TR74348A4673,426$308,3060.03%
206REALTY INCOME CORPO4,859$308,1910.03%
207MONDELEZ INTL INC6092071054,617$307,7390.03%
208WORKIVA INCWK3,619$303,8870.03%
209THERMO FISHER SCIENTIFIC INCTMO546$300,6850.03%
210SELECT SECTOR SPDR TR81369Y5063,374$295,1240.03%
211FORD MTR CO DEL34537086025,139$292,3620.03%
212STAG INDL INC85254J1029,033$291,8650.03%
213BANK AMERICA CORP0605051048,772$290,5190.03%
214ONTO INNOVATION INCONTO4,226$287,7480.03%
215FIDELITY NATL INFORMATION SV31620M1064,232$287,1410.03%
216SCHLUMBERGER LTDSLB5,300$283,3380.03%
217UNITED RENTALS INCURI770$273,6730.02%
218EASTERLY GOVT PPTYS INC27616P10319,150$273,2700.02%
219AGNC INVT CORP00123Q10425,896$268,0240.02%
220AMERICAN ELEC PWR CO INC0255371012,796$265,4750.02%
221SELECT SECTOR SPDR TR81369Y6057,690$263,0150.02%
222CROWN CASTLE INCCCI1,920$260,4820.02%
223SCHWAB STRATEGIC TR8085243004,611$256,2130.02%
224DIAGEO PLCDGEAF1,433$255,2710.02%
225PRICE T ROWE GROUP INCTROW2,339$255,0910.02%
226ISHARES TR4642875561,911$250,9150.02%
227CONOCOPHILLIPSCOP2,117$249,8120.02%
228INDUSTRIAL LOGISTICS PPTYS T45623710675,473$246,7970.02%
229VIRTUS CONVERTIBLE & INCOME92838X10272,497$246,4900.02%
230GENTEX CORPGNTX8,989$245,1320.02%
231INTUITINTU620$241,3160.02%
232NORFOLK SOUTHN CORP655844108966$238,0290.02%
233VIRTUS DIVIDEND INTEREST & PNFJ20,832$234,9850.02%
234SCHWAB STRATEGIC TR8085247309,462$234,4680.02%
235INTUITIVE SURGICAL INCISRG880$233,5080.02%
236VIRTUS CONVERTIBLE & INC FD92838U10880,777$232,6380.02%
237WESTERN ASSET HIGH INCOM FD95766J10247,931$231,9860.02%
238WESTERN ASSET HIGH YIELD DEFHYI18,390$229,5070.02%
239NEXSTAR MEDIA GROUP INCNXST1,300$227,5390.02%
240SOUTHERN COSOMN3,160$225,6380.02%
241BRIGHTVIEW HLDGS INCBV32,446$223,5530.02%
242VANGUARD WORLD FDS92204A4052,699$223,3080.02%
243IPG PHOTONICS CORPIPGP2,268$214,7120.02%
244UNITED PARCEL SERVICE INCUPS1,199$208,4020.02%
245ISHARES TR4642875981,363$206,6990.02%
246LAUDER ESTEE COS INC518439104818$202,9540.02%
247VANGUARD WORLD FDS92204A702635$202,8240.02%
248TRAVELERS COMPANIES INCTRV1,075$201,5520.02%
249CHURCH & DWIGHT CO INCCHD2,500$201,5250.02%
250CALAMOS CONV OPPORTUNITIES &12811710817,500$183,9250.02%
251INVESCO EXCHANGE TRADED FD TIVZ11,945$172,0080.02%
252CREDIT SUISSE HIGH YIELD BDDHY90,177$158,7120.01%
253GUIDEWIRE SOFTWARE INCGWRE160,000$149,2650.01%
254CRACKER BARREL OLD CTRY STOR22410JAB2165,000$141,0330.01%
255INVESCO TR INVT GRADE MUNSIVZ13,121$131,8660.01%
256RITHM CAPITAL CORPRITM-PF15,887$129,8000.01%
257NUVEEN QUALITY MUNCP INCOMENU10,110$119,2980.01%
258BLACKROCK MUNIYIELD QUALITYBLK10,532$118,0640.01%
259CHIMERA INVT CORP16934Q20820,300$111,6500.01%
260PUTNAM MUN OPPORTUNITIES TR74692210310,000$108,5000.01%
261INVESCO ADVANTAGE MUN INCOMEIVZ12,520$107,5470.01%
262GABELLI UTIL TR36240A10112,015$90,2330.01%
263ARMOUR RESIDENTIAL REIT INCARR-PC10,575$59,5370.01%
264STANDARD LITHIUM LTDSLI20,000$59,0000.01%
265OMEROS CORPOMER20,375$46,0480.00%
266FUBOTV INCFUBO22,180$38,5930.00%
267SPECTRUM PHARMACEUTICALS INC84763A108103,000$37,9560.00%
268AKEBIA THERAPEUTICS INCAKBA11,085$6,3960.00%