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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 Q2 2023 · Filed May 12, 2023 · Accession 0001725547-23-000125

Total Value
$1.15B
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL315,947$52.1M4.54%
2MICROSOFT CORPMSFT142,375$41.0M3.58%
3CHEESECAKE FACTORY INCCAKE29,960,000$25.1M2.19%
4ALTERYX INC02156BAF028,800,000$24.4M2.13%
5ALPHABET INCGOOG210,382$21.9M1.91%
6VALERO ENERGY CORPVLO152,736$21.3M1.86%
7QUALCOMM INCQCOM160,138$20.4M1.78%
8SPIRIT AIRLS INC848577AB824,866,000$20.4M1.77%
9GREENBRIER COS INC393657AK720,630,000$19.9M1.74%
10IONIS PHARMACEUTICALS INCIONS18,930,000$17.5M1.53%
11MERCK & CO INCMRK163,041$17.3M1.51%
12GALLAGHER ARTHUR J & CO36357610990,077$17.2M1.50%
13REPUBLIC SVCS INC760759100122,970$16.6M1.45%
14ORACLE CORPORCL-PD173,884$16.2M1.41%
15LOCKHEED MARTIN CORPLMT33,391$15.8M1.38%
16COSTCO WHSL CORP NEW22160K10531,756$15.8M1.38%
17SUMMIT HOTEL PPTYS866082AA818,415,000$15.7M1.37%
18CISCO SYS INCCSCO293,331$15.3M1.34%
19PEPSICO INCPEP83,821$15.3M1.33%
20JOHNSON & JOHNSONJNJ97,284$15.1M1.31%
21VISHAY INTERTECHNOLOGY INCVSH14,980,000$14.8M1.29%
22CHEFS WHSE INC163086AB714,145,000$14.8M1.29%
23WALMART INCWMT100,059$14.8M1.29%
24HOME DEPOT INCHD48,503$14.3M1.25%
25TEXAS INSTRS INC88250810476,048$14.1M1.23%
26JPMORGAN CHASE & COVYLD106,379$13.9M1.21%
27PFIZER INCPFE339,524$13.9M1.21%
28VICI PPTYS INC925652109421,075$13.7M1.20%
29BLACKSTONE INCBX152,251$13.4M1.17%
30PROCTER AND GAMBLE CO74271810986,505$12.9M1.12%
31UNION PAC CORPUNP61,293$12.3M1.08%
32KLA CORPKLAC30,268$12.1M1.05%
33LYONDELLBASELL INDUSTRIES NLYB118,877$11.2M0.97%
34INTERNATIONAL BUSINESS MACHSINTR83,761$11.0M0.96%
35MCDONALDS CORPMCD38,681$10.8M0.94%
36RAYTHEON TECHNOLOGIES CORPRTX109,354$10.7M0.93%
37CLEVELAND-CLIFFS INC NEWCLF575,778$10.6M0.92%
38IONIS PHARMACEUTICALS INCIONS11,515,000$10.5M0.92%
39KIMBERLY-CLARK CORPKMB74,692$10.0M0.87%
40VISA INCV43,362$9.8M0.85%
41BROADCOM INCAVGO15,058$9.7M0.84%
42EVERGY INCEVRG157,047$9.6M0.84%
43AMAZON COM INCAMZN91,354$9.4M0.82%
44SUPERNUS PHARMACEUTICALSSUPN9,395,000$9.4M0.82%
45UNITEDHEALTH GROUP INCUNH19,792$9.4M0.82%
46STARBUCKS CORPSBUX89,730$9.3M0.81%
47NEW RELIC INC64829BAB68,710,000$8.8M0.77%
48US BANCORP DELUSB-PS242,997$8.8M0.76%
49TRUIST FINL CORP89832Q109255,208$8.7M0.76%
50ACCENTURE PLC IRELANDACN30,186$8.6M0.75%
51GENERAL MLS INC37033410497,591$8.3M0.73%
52ILLINOIS TOOL WKS INC45230810933,950$8.3M0.72%
53ADOBE SYSTEMS INCORPORATEDADBE21,383$8.2M0.72%
54PAYCHEX INCPAYX71,406$8.2M0.71%
55EMERSON ELEC COEMR93,700$8.2M0.71%
56BIOMARIN PHARMACEUTICAL INCBMRN7,840,000$8.2M0.71%
57HONEYWELL INTL INC43851610639,455$7.5M0.66%
58MEDTRONIC PLCMDT92,385$7.4M0.65%
59VERIZON COMMUNICATIONS INCVZ190,147$7.4M0.64%
60WP CAREY INC92936U10994,143$7.3M0.64%
61META PLATFORMS INCMETA34,088$7.2M0.63%
62PNC FINL SVCS GROUP INC69347510555,225$7.0M0.61%
63AMGEN INCAMGN28,451$6.9M0.60%
64EVOLENT HEALTH INCEVH5,760,000$6.9M0.60%
65COCA COLA COKO110,323$6.8M0.60%
66LEGGETT & PLATT INCLEG205,591$6.6M0.57%
67BIOMARIN PHARMACEUTICAL INCBMRN6,380,000$6.5M0.56%
68CHEVRON CORP NEWCVX39,485$6.4M0.56%
69GRANITE CONSTR INCGVA4,545,000$6.2M0.54%
70NIKE INCNKE50,288$6.2M0.54%
71MICROCHIP TECHNOLOGY INC.MCHPP2,598,000$6.1M0.53%
72INSMED INCINSM6,555,000$6.0M0.52%
73EXXON MOBIL CORPXOM54,473$6.0M0.52%
74DISNEY WALT CO25468710659,130$5.9M0.52%
75ALPHABET INCGOOG56,509$5.9M0.51%
76MGM RESORTS INTERNATIONALMGM127,955$5.7M0.50%
77ETSY INCETSY6,232,000$5.6M0.49%
78IONIS PHARMACEUTICALS INCIONS152,833$5.5M0.48%
79RPM INTL INC74968510360,690$5.3M0.46%
80INTRA-CELLULAR THERAPIES INC46116X10191,096$4.9M0.43%
81IRON MTN INC DEL46284V10191,363$4.8M0.42%
82SONOCO PRODS CO83549510276,887$4.7M0.41%
83SOUTHWEST AIRLS CO844741108142,808$4.6M0.41%
84SPLUNK INC848637AF15,405,000$4.6M0.40%
85AKAMAI TECHNOLOGIES INCAKAM4,895,000$4.5M0.39%
86EXACT SCIENCES CORP30063PAB14,765,000$4.4M0.38%
87TECK RESOURCES LTDTCKRF117,284$4.3M0.37%
88KINDER MORGAN INC DELEP-PC241,917$4.2M0.37%
89AT&T INCT-PC211,962$4.1M0.36%
90OMEROS CORPOMER5,479,000$3.8M0.33%
91CVS HEALTH CORPCVS49,601$3.7M0.32%
92CORNING INCGLW100,666$3.6M0.31%
93LUMENTUM HLDGS INCLITE4,030,000$3.5M0.31%
94GLOBAL NET LEASE INCGNL-PE241,998$3.1M0.27%
95PURE STORAGE INC74624MAB83,075,000$3.1M0.27%
96EXACT SCIENCES CORP30063PAA32,570,000$2.9M0.26%
97WHEATON PRECIOUS METALS CORPWPM60,991$2.9M0.26%
98SPDR S&P 500 ETF TRSPY6,782$2.8M0.24%
99NVIDIA CORPORATIONNVDA9,865$2.7M0.24%
100MACERICH COMAC242,633$2.6M0.22%
101CINCINNATI FINL CORP17206210121,592$2.4M0.21%
102TEXAS ROADHOUSE INCTXRH22,264$2.4M0.21%
103COGNEX CORPCGNX48,332$2.4M0.21%
104BERKSHIRE HATHAWAY INC DELBRK-A7,631$2.4M0.21%
105GRAFTECH INTL LTD384313508470,932$2.3M0.20%
106CRACKER BARREL OLD CTRY STOR22410JAB22,430,000$2.2M0.19%
107ABBVIE INCABBV12,118$1.9M0.17%
108CLOROX CO DELCLX12,041$1.9M0.17%
109PHILLIPS 66PSX18,718$1.9M0.17%
110PINNACLE WEST CAP CORPPNW23,854$1.9M0.16%
111TESLA INCTSLA8,922$1.9M0.16%
112WASTE MGMT INC DEL94106L10910,938$1.8M0.16%
113CSX CORPCSX58,350$1.7M0.15%
114FORD MTR CO DEL345370CZ11,740,000$1.7M0.15%
115HALOZYME THERAPEUTICS INCHALO1,965,000$1.7M0.15%
116FIFTH THIRD BANCORPFITBM59,271$1.6M0.14%
117VERINT SYSTEMS INC92343XAC41,760,000$1.6M0.14%
118BOEING COBA-PA7,137$1.5M0.13%
119MERITAGE HOMES CORPMTH11,125$1.3M0.11%
120AMERICAN TOWER CORP NEW03027X1006,300$1.3M0.11%
121SHOE CARNIVAL INCSCVL50,017$1.3M0.11%
122EXP WORLD HLDGS INCEXPI99,129$1.3M0.11%
123GLOBAL X FDS37954Y34330,003$1.2M0.11%
124ENTERPRISE PRODS PARTNERS L29379210746,946$1.2M0.11%
125HANESBRANDS INC410345102226,818$1.2M0.10%
126ALTRIA GROUP INCMO26,233$1.2M0.10%
127PHILIP MORRIS INTL INC71817210911,788$1.1M0.10%
128UNITI GROUP INCUNIT321,935$1.1M0.10%
129ENERGY TRANSFER L PET-PI91,633$1.1M0.10%
130CATERPILLAR INCCAT4,923$1.1M0.10%
131INVESCO QQQ TRIVZ3,507$1.1M0.10%
132ISHARES TR4642872002,695$1.1M0.10%
133OKTA INCOKTA1,205,000$1.1M0.09%
134HUNTSMAN CORPHUN39,695$1.1M0.09%
135TAIWAN SEMICONDUCTOR MFG LTD87403910011,236$1.0M0.09%
136TARGET CORPTGT6,224$1.0M0.09%
137WEYERHAEUSER CO MTN BEWY34,013$1.0M0.09%
138APPLIED MATLS INC0382221057,834$962,2970.08%
139ANTERO RESOURCES CORPAR39,975$923,0230.08%
140UBER TECHNOLOGIES INCUBER995,000$875,1380.08%
141VANGUARD INDEX FDS9229087363,481$868,1920.08%
142ABBOTT LABSABLZF8,556$866,3670.08%
143VANGUARD INDEX FDS9229087694,061$828,8850.07%
144DOLLAR GEN CORP NEW2566771053,928$826,6870.07%
145CENTURY ALUM COCENX1,000,000$816,2590.07%
146GRAINGER W W INC3848021041,128$777,2710.07%
147LILLY ELI & COLLY2,251$772,9230.07%
148D R HORTON INC23331A1097,337$716,7520.06%
149PLUG POWER INCPLUG60,230$705,8960.06%
150STARWOOD PPTY TR INCSTHO38,275$677,0850.06%
151EXELIXIS INCEXEL31,231$606,1940.05%
152SCHWAB STRATEGIC TR80852420111,792$570,4070.05%
153MASTERCARD INCORPORATEDMA1,503$546,2500.05%
154NORTHROP GRUMMAN CORPNOC1,172$540,9350.05%
155ANALOG DEVICES INCADI2,675$527,5070.05%
156AMERISOURCEBERGEN CORPCOR3,176$508,5100.04%
157ORGANON & COOGN20,880$491,1040.04%
158BRISTOL-MYERS SQUIBB COCELG-RI6,999$485,1270.04%
159NATIONAL FUEL GAS CONFG8,372$483,4000.04%
160WEST PHARMACEUTICAL SVSC INC9553061051,390$481,5940.04%
161INSMED INCINSM615,000$479,4700.04%
162SMUCKER J M CO8326964053,000$472,1100.04%
163SALESFORCE INCCRM2,340$467,4860.04%
164EATON CORP PLCETN2,708$463,9890.04%
165NEXTERA ENERGY INCNEE-PW5,961$459,4500.04%
166DOVER CORPDOV3,018$458,5550.04%
167SCHWAB STRATEGIC TR8085247976,206$454,0540.04%
168MAGELLAN MIDSTREAM PRTNRS LP5590801068,306$450,6840.04%
169KAYNE ANDERSON ENERGY INFRST48660610651,575$445,6080.04%
170LAM RESEARCH CORPLRCX829$439,2360.04%
171MEDICAL PPTYS TRUST INC58463J30453,273$437,9050.04%
172LOWES COS INC5486611072,153$430,5190.04%
173CUMMINS INCCMI1,774$423,8100.04%
174REGENERON PHARMACEUTICALSREGN500$410,8350.04%
175PROLOGIS INC.PLDGP3,198$398,9850.03%
176PAGSEGURO DIGITAL LTDPAGS45,958$393,8610.03%
177PIMCO INCOME STRATEGY FD72201H10848,437$393,7930.03%
178SELECT SECTOR SPDR TR81369Y5064,738$392,4490.03%
179PIMCO INCOME STRATEGY FD II72201J10454,160$388,3280.03%
180GILEAD SCIENCES INCGILD4,643$385,2540.03%
181ALLIANCEBERNSTEIN HLDG L P01881G10610,492$383,5880.03%
182SELECT SECTOR SPDR TR81369Y8032,521$380,7070.03%
183ISHARES TR4642876552,122$378,5060.03%
184WORKIVA INCWK3,619$370,6220.03%
185SPDR GOLD TRGLD2,010$368,2730.03%
186MPLX LPMPLXP10,682$367,9950.03%
187INTEL CORPINTC11,262$367,9190.03%
188AUTOZONE INCAZO149$366,2650.03%
189ENBRIDGE INCENNPF9,465$361,0900.03%
190VANGUARD SPECIALIZED FUNDS9219088442,324$357,9860.03%
191SHELL PLCRYDAF6,156$354,2170.03%
192ONEOK INC NEWOKE5,447$346,1310.03%
193MONDELEZ INTL INC6092071054,964$346,1080.03%
194OCCIDENTAL PETE CORP6745991055,533$345,4070.03%
195HEALTHCARE RLTY TR42226K10517,828$344,6160.03%
196PHYSICIANS RLTY TR71943U10422,680$338,6130.03%
197ONTO INNOVATION INCONTO3,851$338,4260.03%
198SCHWAB STRATEGIC TR8085246077,928$332,4140.03%
199CONOCOPHILLIPSCOP3,339$331,2850.03%
200ALLSPRING INCOME OPPORTUNITEAD50,744$321,2100.03%
201PROSHARES TR74348A4673,426$312,5890.03%
202PROTERRA INC74374T109205,436$312,2630.03%
203FORD MTR CO DEL34537086024,507$308,7840.03%
204SCHLUMBERGER LTDSLB6,252$306,9740.03%
205COLGATE PALMOLIVE COCL4,075$306,2100.03%
206ISHARES SILVER TRSLV13,731$303,7300.03%
207SCHWAB STRATEGIC TR8085247715,509$302,5550.03%
208STAG INDL INC85254J1028,935$302,1820.03%
209THERMO FISHER SCIENTIFIC INCTMO523$301,4420.03%
210SCHWAB STRATEGIC TR8085243004,616$300,8420.03%
211REALTY INCOME CORPO4,743$300,3310.03%
212WILLIAMS COS INC96945710010,000$298,6000.03%
213EASTERLY GOVT PPTYS INC27616P10321,650$297,4710.03%
214ISHARES TR4642871682,530$296,4660.03%
215VANGUARD INDEX FDS922908363767$288,4990.03%
216UNITED RENTALS INCURI720$284,9480.02%
217AMERICAN ELEC PWR CO INC0255371013,117$283,6390.02%
218INVESCO ACTIVELY MANAGED ETFIVZ5,680$281,7280.02%
219IPG PHOTONICS CORPIPGP2,268$279,6680.02%
220ISHARES TR4642872262,796$278,5940.02%
221INTUITINTU620$276,4150.02%
222SCHWAB CHARLES CORPSCHW-PJ5,270$276,0670.02%
223AGNC INVT CORP00123Q10425,896$261,0320.02%
224CROWN CASTLE INCCCI1,937$259,3010.02%
225DIAGEO PLCDGEAF1,427$258,4680.02%
226GENTEX CORPGNTX8,989$251,9640.02%
227ISHARES TR4642875561,911$246,8460.02%
228VANGUARD TAX-MANAGED FDS9219438585,453$246,3150.02%
229VIRTUS DIVIDEND INTEREST & PNFJ20,832$244,9850.02%
230VIRTUS CONVERTIBLE & INCOME92838X10272,497$243,5900.02%
231BANK AMERICA CORP0605051048,474$242,3710.02%
232VIRTUS CONVERTIBLE & INC FD92838U10879,560$238,6800.02%
233WESTERN ASSET HIGH INCOM FD95766J10247,931$232,9450.02%
234VANGUARD WHITEHALL FDS9219464062,192$231,2560.02%
235PRICE T ROWE GROUP INCTROW2,039$230,2040.02%
236SOUTHERN COSOMN3,307$230,0840.02%
237AMERICAN EXPRESS COAXP1,382$227,9200.02%
238NEXSTAR MEDIA GROUP INCNXST1,300$224,4580.02%
239FIDELITY NATL INFORMATION SV31620M1064,088$222,1020.02%
240ISHARES TR4642878042,289$221,3470.02%
241WESTERN ASSET HIGH YIELD DEFHYI18,390$220,3130.02%
242SELECT SECTOR SPDR TR81369Y6056,594$211,9980.02%
243DEERE & CODE508$209,5810.02%
244COMCAST CORP NEWCCZ5,490$208,1190.02%
245ISHARES TR4642875981,363$207,5310.02%
246TRAVELERS COMPANIES INCTRV1,202$206,0350.02%
247DUKE ENERGY CORP NEWDUKB2,124$204,8880.02%
248EXTRA SPACE STORAGE INCEXR1,256$204,5700.02%
249UNITED PARCEL SERVICE INCUPS1,053$204,2450.02%
250NORFOLK SOUTHN CORP655844108962$203,9340.02%
251INVESCO EXCHANGE TRADED FD TIVZ1,397$201,9650.02%
252LAUDER ESTEE COS INC518439104818$201,6050.02%
253CALAMOS CONV OPPORTUNITIES &12811710818,500$194,6200.02%
254BRIGHTVIEW HLDGS INCBV33,389$187,6470.02%
255INVESCO EXCHANGE TRADED FD TIVZ11,945$173,4420.02%
256CREDIT SUISSE HIGH YIELD BDDHY90,177$170,4350.01%
257GUIDEWIRE SOFTWARE INCGWRE145,000$143,2960.01%
258RITHM CAPITAL CORPRITM-PF17,037$136,3000.01%
259INVESCO TR INVT GRADE MUNSIVZ13,121$130,4230.01%
260CHIMERA INVT CORP16934Q20820,300$114,4920.01%
261BLACKROCK MUNIYIELD QUALITYBLK10,000$113,4000.01%
262INVESCO ADVANTAGE MUN INCOMEIVZ12,520$111,5540.01%
263PUTNAM MUN OPPORTUNITIES TR74692210310,000$103,6000.01%
264REVANCE THERAPEUTICS INC761330AB575,000$92,8200.01%
265FIRST MAJESTIC SILVER CORPAG12,000$86,5200.01%
266GABELLI UTIL TR36240A10112,015$85,9080.01%
267SPECTRUM PHARMACEUTICALS INC84763A108103,200$77,4000.01%
268STANDARD LITHIUM LTDSLI20,000$76,0000.01%
269DIREXION SHS ETF TR25490K32315,000$73,6500.01%
270ARMOUR RESIDENTIAL REIT INCARR-PC10,575$55,5190.00%
271OMEROS CORPOMER10,975$51,0340.00%
272ATI PHYSICAL THERAPY INCATI100,000$25,4200.00%
273FUBOTV INCFUBO13,500$16,3350.00%
274AKEBIA THERAPEUTICS INCAKBA10,000$5,6040.00%