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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 Q3 2023 · Filed August 10, 2023 · Accession 0001725547-23-000226

Total Value
$1.19B
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL315,391$61.2M5.13%
2MICROSOFT CORPMSFT142,163$48.4M4.06%
3ALPHABET INCGOOG207,371$25.1M2.10%
4CHEESECAKE FACTORY INCCAKE29,137,000$24.7M2.07%
5ALTERYX INC02156BAF028,575,000$24.3M2.04%
6ORACLE CORPORCL-PD172,404$20.5M1.72%
7GREENBRIER COS INC393657AK720,140,000$20.1M1.69%
8GALLAGHER ARTHUR J & CO36357610989,199$19.6M1.64%
9SPIRIT AIRLS INC848577AB824,076,000$19.4M1.63%
10MERCK & CO INCMRK163,553$18.9M1.58%
11QUALCOMM INCQCOM157,855$18.8M1.57%
12REPUBLIC SVCS INC760759100122,041$18.7M1.57%
13VALERO ENERGY CORPVLO154,173$18.1M1.52%
14IONIS PHARMACEUTICALS INCIONS18,860,000$17.8M1.49%
15COSTCO WHSL CORP NEW22160K10532,066$17.3M1.45%
16JOHNSON & JOHNSONJNJ98,131$16.2M1.36%
17VISHAY INTERTECHNOLOGY INCVSH14,735,000$16.1M1.35%
18SUMMIT HOTEL PPTYS866082AA818,945,000$16.0M1.34%
19LOCKHEED MARTIN CORPLMT34,207$15.7M1.32%
20WALMART INCWMT99,991$15.7M1.32%
21PEPSICO INCPEP84,832$15.7M1.32%
22JPMORGAN CHASE & COVYLD107,766$15.7M1.31%
23HOME DEPOT INCHD49,573$15.4M1.29%
24CISCO SYS INCCSCO296,476$15.3M1.29%
25KLA CORPKLAC30,764$14.9M1.25%
26CHEFS WHSE INC163086AB713,805,000$14.5M1.22%
27BLACKSTONE INCBX155,527$14.5M1.21%
28TEXAS INSTRS INC88250810478,611$14.2M1.19%
29BROADCOM INCAVGO15,754$13.7M1.14%
30VICI PPTYS INC925652109416,702$13.1M1.10%
31PFIZER INCPFE351,532$12.9M1.08%
32PROCTER AND GAMBLE CO74271810984,897$12.9M1.08%
33AMAZON COM INCAMZN96,193$12.5M1.05%
34UNION PAC CORPUNP60,702$12.4M1.04%
35INTERNATIONAL BUSINESS MACHSINTR91,202$12.2M1.02%
36MCDONALDS CORPMCD39,866$11.9M1.00%
37IONIS PHARMACEUTICALS INCIONS11,890,000$11.3M0.94%
38LYONDELLBASELL INDUSTRIES NLYB121,850$11.2M0.94%
39BIOMARIN PHARMACEUTICAL INCBMRN10,960,000$11.1M0.93%
40RAYTHEON TECHNOLOGIES CORPRTX108,349$10.6M0.89%
41VISA INCV44,394$10.5M0.88%
42ADOBE SYSTEMS INCORPORATEDADBE21,474$10.5M0.88%
43KIMBERLY-CLARK CORPKMB73,457$10.1M0.85%
44META PLATFORMS INCMETA33,977$9.8M0.82%
45UNITEDHEALTH GROUP INCUNH19,950$9.6M0.80%
46ACCENTURE PLC IRELANDACN30,736$9.5M0.79%
47CLEVELAND-CLIFFS INC NEWCLF561,569$9.4M0.79%
48EVERGY INCEVRG159,301$9.3M0.78%
49STARBUCKS CORPSBUX87,702$8.7M0.73%
50MEDTRONIC PLCMDT98,124$8.6M0.72%
51US BANCORP DELUSB-PS256,463$8.5M0.71%
52PAYCHEX INCPAYX73,684$8.2M0.69%
53ILLINOIS TOOL WKS INC45230810932,828$8.2M0.69%
54EMERSON ELEC COEMR90,488$8.2M0.69%
55TRUIST FINL CORP89832Q109266,686$8.1M0.68%
56HONEYWELL INTL INC43851610638,417$8.0M0.67%
57PNC FINL SVCS GROUP INC69347510561,357$7.7M0.65%
58GENERAL MLS INC37033410495,683$7.3M0.61%
59WP CAREY INC92936U109108,410$7.3M0.61%
60VERIZON COMMUNICATIONS INCVZ188,610$7.0M0.59%
61CHEVRON CORP NEWCVX43,373$6.8M0.57%
62ALPHABET INCGOOG55,446$6.6M0.56%
63NIKE INCNKE59,427$6.6M0.55%
64MICROCHIP TECHNOLOGY INC.MCHPP2,518,000$6.5M0.54%
65COCA COLA COKO107,068$6.4M0.54%
66EVOLENT HEALTH INCEVH5,650,000$6.4M0.54%
67LEGGETT & PLATT INCLEG215,099$6.4M0.53%
68INSMED INCINSM6,445,000$6.2M0.52%
69BIOMARIN PHARMACEUTICAL INCBMRN6,280,000$6.2M0.52%
70IONIS PHARMACEUTICALS INCIONS150,205$6.2M0.52%
71AMGEN INCAMGN27,515$6.1M0.51%
72GRANITE CONSTR INCGVA4,340,000$5.8M0.49%
73DISNEY WALT CO25468710664,356$5.7M0.48%
74AKAMAI TECHNOLOGIES INCAKAM5,905,000$5.7M0.48%
75EXXON MOBIL CORPXOM52,455$5.6M0.47%
76INTRA-CELLULAR THERAPIES INC46116X10188,177$5.6M0.47%
77SOUTHWEST AIRLS CO844741108151,165$5.5M0.46%
78OKTA INCOKTA5,970,000$5.4M0.45%
79MGM RESORTS INTERNATIONALMGM123,042$5.4M0.45%
80RPM INTL INC74968510358,262$5.2M0.44%
81ETSY INCETSY6,227,000$5.2M0.44%
82EXACT SCIENCES CORP30063PAB14,690,000$5.1M0.42%
83IRON MTN INC DEL46284V10188,060$5.0M0.42%
84TECK RESOURCES LTDTCKRF113,647$4.8M0.40%
85SPLUNK INC848637AF15,350,000$4.6M0.39%
86SONOCO PRODS CO83549510274,242$4.4M0.37%
87KINDER MORGAN INC DELEP-PC236,459$4.1M0.34%
88NVIDIA CORPORATIONNVDA9,237$3.9M0.33%
89OMEROS CORPOMER5,309,000$3.8M0.32%
90LUMENTUM HLDGS INCLITE3,975,000$3.5M0.30%
91EXACT SCIENCES CORP30063PAA32,520,000$3.4M0.29%
92CVS HEALTH CORPCVS49,714$3.4M0.29%
93CORNING INCGLW97,393$3.4M0.29%
94AT&T INCT-PC211,962$3.4M0.28%
95HALOZYME THERAPEUTICS INCHALO3,635,000$3.1M0.26%
96VERINT SYSTEMS INC92343XAC43,395,000$3.0M0.25%
97SPDR S&P 500 ETF TRSPY6,330$2.8M0.24%
98BERKSHIRE HATHAWAY INC DELBRK-A8,023$2.7M0.23%
99ETSY INCETSY3,530,000$2.7M0.23%
100MACERICH COMAC234,633$2.6M0.22%
101COGNEX CORPCGNX46,767$2.6M0.22%
102WHEATON PRECIOUS METALS CORPWPM59,171$2.6M0.21%
103GLOBAL NET LEASE INCGNL-PE235,773$2.4M0.20%
104TEXAS ROADHOUSE INCTXRH20,934$2.4M0.20%
105GRAFTECH INTL LTD384313508462,871$2.3M0.20%
106TESLA INCTSLA8,522$2.2M0.19%
107CINCINNATI FINL CORP17206210121,194$2.1M0.17%
108CRACKER BARREL OLD CTRY STOR22410JAB22,390,000$2.0M0.17%
109WASTE MGMT INC DEL94106L10911,314$2.0M0.16%
110EXP WORLD HLDGS INCEXPI93,100$1.9M0.16%
111CSX CORPCSX55,074$1.9M0.16%
112PINNACLE WEST CAP CORPPNW23,017$1.9M0.16%
113FORD MTR CO DEL345370CZ11,725,000$1.9M0.16%
114CLOROX CO DELCLX11,339$1.8M0.15%
115PHILLIPS 66PSX18,488$1.8M0.15%
116UNITI GROUP INCUNIT357,335$1.7M0.14%
117ABBVIE INCABBV12,113$1.6M0.14%
118BOEING COBA-PA7,296$1.5M0.13%
119FIFTH THIRD BANCORPFITBM58,718$1.5M0.13%
120INVESCO QQQ TRIVZ4,157$1.5M0.13%
121NORTHROP GRUMMAN CORPNOC3,342$1.5M0.13%
122GLOBAL X FDS37954Y34334,173$1.5M0.12%
123VANGUARD INDEX FDS9229083633,547$1.4M0.12%
124ENTERPRISE PRODS PARTNERS L29379210748,296$1.3M0.11%
125CATERPILLAR INCCAT5,131$1.3M0.11%
126APPLIED MATLS INC0382221058,150$1.2M0.10%
127AMERICAN TOWER CORP NEW03027X1006,054$1.2M0.10%
128ISHARES TR4642872002,587$1.2M0.10%
129SHOE CARNIVAL INCSCVL49,055$1.2M0.10%
130WEYERHAEUSER CO MTN BEWY34,088$1.1M0.10%
131ALTRIA GROUP INCMO24,388$1.1M0.09%
132PHILIP MORRIS INTL INC71817210911,092$1.1M0.09%
133ENERGY TRANSFER L PET-PI84,233$1.1M0.09%
134HUNTSMAN CORPHUN38,945$1.1M0.09%
135LILLY ELI & COLLY2,133$1.0M0.08%
136CENTURY ALUM COCENX1,250,000$974,6500.08%
137TAIWAN SEMICONDUCTOR MFG LTD8740391009,422$950,8690.08%
138UBER TECHNOLOGIES INCUBER1,035,000$942,6700.08%
139ABBOTT LABSABLZF8,590$936,5190.08%
140ANTERO RESOURCES CORPAR39,975$920,6250.08%
141D R HORTON INC23331A1097,337$892,8400.07%
142GRAINGER W W INC3848021041,116$879,7270.07%
143STARWOOD PPTY TR INCSTHO42,032$815,4280.07%
144VANGUARD INDEX FDS9229087693,494$769,7250.06%
145SCHWAB STRATEGIC TR80852420113,519$707,9990.06%
146VANGUARD INDEX FDS9229087362,396$677,8860.06%
147DOLLAR GEN CORP NEW2566771053,948$670,3100.06%
148LAM RESEARCH CORPLRCX1,037$666,7280.06%
149SALESFORCE INCCRM2,991$631,8790.05%
150AMERISOURCEBERGEN CORPCOR3,176$611,1580.05%
151PLUG POWER INCPLUG58,636$609,2290.05%
152BLACKSTONE SECD LENDING FDBX21,650$592,3440.05%
153MASTERCARD INCORPORATEDMA1,503$591,1900.05%
154TARGET CORPTGT4,301$567,3020.05%
155EXELIXIS INCEXEL29,376$561,3760.05%
156EATON CORP PLCETN2,695$541,9650.05%
157WEST PHARMACEUTICAL SVSC INC9553061051,390$531,6340.04%
158MAGELLAN MIDSTREAM PRTNRS LP5590801068,306$517,6300.04%
159VANGUARD SPECIALIZED FUNDS9219088443,045$494,5630.04%
160ANALOG DEVICES INCADI2,505$487,9430.04%
161INSMED INCINSM575,000$481,2330.04%
162NEXTERA ENERGY INCNEE-PW6,364$472,1930.04%
163LOWES COS INC5486611072,053$463,3430.04%
164BRISTOL-MYERS SQUIBB COCELG-RI7,240$463,0000.04%
165PROLOGIS INC.PLDGP3,722$456,3990.04%
166CUMMINS INCCMI1,831$448,9240.04%
167SELECT SECTOR SPDR TR81369Y8032,567$446,3520.04%
168SMUCKER J M CO8326964053,000$443,0100.04%
169DOVER CORPDOV2,968$438,2260.04%
170ONTO INNOVATION INCONTO3,645$424,5340.04%
171SCHWAB STRATEGIC TR8085247975,661$411,0890.03%
172PAGSEGURO DIGITAL LTDPAGS43,397$409,6680.03%
173MEDICAL PPTYS TRUST INC58463J30444,100$408,3660.03%
174ORGANON & COOGN19,492$405,6390.03%
175KAYNE ANDERSON ENERGY INFRST48660610649,575$403,5410.03%
176ISHARES TR4642876552,122$397,3670.03%
177PIMCO INCOME STRATEGY FD72201H10848,437$396,7000.03%
178PIMCO INCOME STRATEGY FD II72201J10454,160$390,4940.03%
179NATIONAL FUEL GAS CONFG7,550$387,7680.03%
180CONOCOPHILLIPSCOP3,699$383,2150.03%
181SHELL PLCRYDAF6,246$377,1340.03%
182SCHWAB STRATEGIC TR8085246078,561$374,9730.03%
183FORD MTR CO DEL34537086024,323$368,0020.03%
184WORKIVA INCWK3,619$367,9080.03%
185ENI S P A26874R10812,750$367,0730.03%
186GILEAD SCIENCES INCGILD4,748$365,9130.03%
187SOUTHERN COSOMN5,208$365,8370.03%
188AUTOZONE INCAZO146$364,0310.03%
189SCHWAB STRATEGIC TR8085247716,310$363,2670.03%
190REGENERON PHARMACEUTICALSREGN500$359,2700.03%
191EASTERLY GOVT PPTYS INC27616P10324,650$357,4250.03%
192INTEL CORPINTC10,468$350,0470.03%
193SPDR GOLD TRGLD1,950$347,6270.03%
194SCHWAB STRATEGIC TR8085243004,621$346,3170.03%
195MONDELEZ INTL INC6092071054,737$345,4950.03%
196ENBRIDGE INCENNPF9,215$342,3380.03%
197ONEOK INC NEWOKE5,496$339,2360.03%
198ALLIANCEBERNSTEIN HLDG L P01881G10610,492$337,4230.03%
199MPLX LPMPLXP9,656$327,7250.03%
200ALLSPRING INCOME OPPORTUNITEAD50,744$327,2990.03%
201UNITED RENTALS INCURI720$320,6670.03%
202ISHARES TR4642871682,810$318,3730.03%
203PROSHARES TR74348A4673,376$318,2900.03%
204WILLIAMS COS INC9694571009,750$318,1430.03%
205COLGATE PALMOLIVE COCL4,075$313,9110.03%
206SCHWAB CHARLES CORPSCHW-PJ5,527$313,2680.03%
207HEALTHCARE RLTY TR42226K10516,578$312,6620.03%
208IPG PHOTONICS CORPIPGP2,248$305,3240.03%
209PHYSICIANS RLTY TR71943U10421,280$297,7080.02%
210SCHLUMBERGER LTDSLB6,003$294,8680.02%
211SELECT SECTOR SPDR TR81369Y5063,620$293,8360.02%
212STAG INDL INC85254J1028,037$288,3570.02%
213INTUITINTU620$284,0780.02%
214AMERICAN EXPRESS COAXP1,533$267,0790.02%
215COMCAST CORP NEWCCZ6,423$266,8970.02%
216THERMO FISHER SCIENTIFIC INCTMO508$265,0490.02%
217GENTEX CORPGNTX8,989$263,0200.02%
218AGNC INVT CORP00123Q10425,896$262,3270.02%
219VIRTUS DIVIDEND INTEREST & PNFJ20,832$254,3590.02%
220VIRTUS CONVERTIBLE & INCOME92838X10272,497$252,2900.02%
221REALTY INCOME CORPO4,184$250,1500.02%
222ADVANCED MICRO DEVICES INCAMD2,188$249,2360.02%
223VIRTUS CONVERTIBLE & INC FD92838U10879,560$247,4320.02%
224PROTERRA INC74374T109205,436$246,5240.02%
225CINTAS CORPCTAS493$245,2550.02%
226BANK AMERICA CORP0605051048,524$244,5550.02%
227CALAMOS CONV OPPORTUNITIES &12811710821,650$242,4800.02%
228INTUITIVE SURGICAL INCISRG702$240,0420.02%
229FREEPORT-MCMORAN INCFCX5,958$238,3200.02%
230BRIGHTVIEW HLDGS INCBV32,926$236,4090.02%
231WESTERN ASSET HIGH INCOM FD95766J10247,931$233,9040.02%
232SELECT SECTOR SPDR TR81369Y6056,824$230,0280.02%
233ISHARES SILVER TRSLV11,000$229,7900.02%
234DUKE ENERGY CORP NEWDUKB2,468$221,4770.02%
235MCKESSON CORPMCK513$219,3020.02%
236NORFOLK SOUTHN CORP655844108962$218,1320.02%
237DTE ENERGY CODTK1,977$217,5600.02%
238NEXSTAR MEDIA GROUP INCNXST1,300$216,5150.02%
239AMERICAN ELEC PWR CO INC0255371012,569$216,3310.02%
240FIDELITY NATL INFORMATION SV31620M1063,954$216,2840.02%
241WESTERN ASSET HIGH YIELD DEFHYI18,390$216,0830.02%
242ISHARES TR4642875981,363$215,1230.02%
243NUCOR CORPNUE1,308$214,4860.02%
244DIAGEO PLCDGEAF1,198$207,7570.02%
245CARDINAL HEALTH INCCAH2,180$206,1630.02%
246VANGUARD WORLD FDS92204A702466$205,8590.02%
247NETFLIX INCNFLX467$205,7090.02%
248VANGUARD WHITEHALL FDS9219464061,925$204,1850.02%
249BECTON DICKINSON & COBDX767$202,5270.02%
250CREDIT SUISSE HIGH YIELD BDDHY90,177$170,4350.01%
251RITHM CAPITAL CORPRITM-PF15,887$148,5480.01%
252GUIDEWIRE SOFTWARE INCGWRE145,000$142,0840.01%
253REVANCE THERAPEUTICS INC761330AB5125,000$133,0960.01%
254INVESCO TR INVT GRADE MUNSIVZ13,121$127,4050.01%
255CHIMERA INVT CORP16934Q20820,300$117,1310.01%
256OMEROS CORPOMER20,575$111,9280.01%
257BLACKROCK MUNIYIELD QUALITYBLK10,000$109,4000.01%
258INVESCO ADVANTAGE MUN INCOMEIVZ12,520$105,2940.01%
259PUTNAM MUN OPPORTUNITIES TR74692210310,000$102,1000.01%
260SPECTRUM PHARMACEUTICALS INC84763A108103,000$98,8800.01%
261STANDARD LITHIUM LTDSLI20,000$90,0000.01%
262GABELLI UTIL TR36240A10112,015$81,4620.01%
263ARMOUR RESIDENTIAL REIT INCARR-PC10,575$56,3650.00%
264AKEBIA THERAPEUTICS INCAKBA10,000$9,1500.00%