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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 Q4 2023 · Filed November 2, 2023 · Accession 0001725547-23-001697

Total Value
$1.17B
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL315,286$54.0M4.62%
2MICROSOFT CORPMSFT142,710$45.1M3.86%
3ALPHABET INCGOOG208,304$27.5M2.35%
4ALTERYX INC02156BAF028,340,000$25.5M2.18%
5CHEESECAKE FACTORY INCCAKE28,640,000$23.9M2.05%
6VALERO ENERGY CORPVLO153,510$21.8M1.86%
7GALLAGHER ARTHUR J & CO36357610989,551$20.4M1.75%
8SPIRIT AIRLS INC848577AB823,501,000$19.8M1.70%
9GREENBRIER COS INC393657AK719,898,000$19.5M1.67%
10COSTCO WHSL CORP NEW22160K10532,383$18.3M1.57%
11ORACLE CORPORCL-PD171,233$18.1M1.55%
12IONIS PHARMACEUTICALS INCIONS18,573,000$17.7M1.52%
13QUALCOMM INCQCOM156,289$17.4M1.49%
14REPUBLIC SVCS INC760759100121,027$17.2M1.48%
15BLACKSTONE INCBX158,501$17.0M1.45%
16MERCK & CO INCMRK164,924$17.0M1.45%
17CISCO SYS INCCSCO304,768$16.4M1.40%
18SUMMIT HOTEL PPTYS866082AA818,875,000$15.8M1.35%
19WALMART INCWMT98,369$15.7M1.35%
20JOHNSON & JOHNSONJNJ100,454$15.6M1.34%
21JPMORGAN CHASE & COVYLD106,893$15.5M1.33%
22HOME DEPOT INCHD49,320$14.9M1.27%
23VISHAY INTERTECHNOLOGY INCVSH14,560,000$14.8M1.27%
24PEPSICO INCPEP87,221$14.8M1.26%
25KLA CORPKLAC31,061$14.2M1.22%
26LOCKHEED MARTIN CORPLMT34,687$14.2M1.21%
27INTERNATIONAL BUSINESS MACHSINTR95,607$13.4M1.15%
28BROADCOM INCAVGO15,789$13.1M1.12%
29TEXAS INSTRS INC88250810480,478$12.8M1.09%
30AMAZON COM INCAMZN100,397$12.8M1.09%
31UNION PAC CORPUNP61,924$12.6M1.08%
32CHEFS WHSE INC163086AB713,690,000$12.4M1.06%
33IONIS PHARMACEUTICALS INCIONS12,648,000$12.4M1.06%
34PROCTER AND GAMBLE CO74271810983,555$12.2M1.04%
35PFIZER INCPFE364,216$12.1M1.03%
36LYONDELLBASELL INDUSTRIES NLYB126,138$11.9M1.02%
37VICI PPTYS INC925652109409,972$11.9M1.02%
38ADOBE INCADBE21,434$10.9M0.94%
39BIOMARIN PHARMACEUTICAL INCBMRN10,890,000$10.8M0.93%
40META PLATFORMS INCMETA35,741$10.7M0.92%
41MCDONALDS CORPMCD40,042$10.5M0.90%
42VISA INCV44,991$10.3M0.89%
43UNITEDHEALTH GROUP INCUNH20,381$10.3M0.88%
44ACCENTURE PLC IRELANDACN32,250$9.9M0.85%
45CLEVELAND-CLIFFS INC NEWCLF566,414$8.9M0.76%
46KIMBERLY-CLARK CORPKMB73,075$8.8M0.76%
47PAYCHEX INCPAYX75,935$8.8M0.75%
48EMERSON ELEC COEMR89,479$8.6M0.74%
49EVERGY INCEVRG167,200$8.5M0.73%
50US BANCORP DELUSB-PS248,910$8.2M0.70%
51MEDTRONIC PLCMDT104,470$8.2M0.70%
52TRUIST FINL CORP89832Q109279,920$8.0M0.69%
53PNC FINL SVCS GROUP INC69347510563,648$7.8M0.67%
54STARBUCKS CORPSBUX85,005$7.8M0.66%
55CHEVRON CORP NEWCVX45,622$7.7M0.66%
56RTX CORPORATIONRTX105,348$7.6M0.65%
57ILLINOIS TOOL WKS INC45230810932,213$7.4M0.63%
58AMGEN INCAMGN27,409$7.4M0.63%
59EXXON MOBIL CORPXOM61,536$7.2M0.62%
60ALPHABET INCGOOG54,668$7.2M0.61%
61OKTA INCOKTA7,895,000$7.1M0.61%
62HONEYWELL INTL INC43851610636,866$6.8M0.58%
63IONIS PHARMACEUTICALS INCIONS148,450$6.7M0.58%
64WP CAREY INC92936U109120,895$6.5M0.56%
65AKAMAI TECHNOLOGIES INCAKAM6,063,000$6.4M0.54%
66VERIZON COMMUNICATIONS INCVZ192,300$6.2M0.53%
67BIOMARIN PHARMACEUTICAL INCBMRN6,245,000$6.1M0.52%
68EVOLENT HEALTH INCEVH5,647,000$6.1M0.52%
69INSMED INCINSM6,124,000$6.0M0.52%
70GENERAL MLS INC37033410493,988$6.0M0.51%
71COCA COLA COKO106,481$6.0M0.51%
72NIKE INCNKE62,312$6.0M0.51%
73LEGGETT & PLATT INCLEG228,297$5.8M0.50%
74GRANITE CONSTR INCGVA4,300,000$5.6M0.48%
75MICROCHIP TECHNOLOGY INC.MCHPP2,515,000$5.6M0.48%
76RPM INTL INC74968510358,892$5.6M0.48%
77DISNEY WALT CO25468710666,731$5.4M0.46%
78IRON MTN INC DEL46284V10185,624$5.1M0.44%
79TECK RESOURCES LTDTCKRF115,320$5.0M0.43%
80SPLUNK INC848637AF15,273,000$5.0M0.42%
81ETSY INCETSY6,147,000$4.9M0.42%
82INTRA-CELLULAR THERAPIES INC46116X10187,843$4.6M0.39%
83VERINT SYSTEMS INC92343XAC45,310,000$4.5M0.39%
84NVIDIA CORPORATIONNVDA10,328$4.5M0.38%
85NEXTERA ENERGY INCNEE-PW117,735$4.5M0.38%
86MGM RESORTS INTERNATIONALMGM121,096$4.5M0.38%
87SOUTHWEST AIRLS CO844741108158,089$4.3M0.37%
88EXACT SCIENCES CORP30063PAB14,635,000$4.2M0.36%
89KINDER MORGAN INC DELEP-PC236,547$3.9M0.34%
90SONOCO PRODS CO83549510271,199$3.9M0.33%
91HALOZYME THERAPEUTICS INCHALO4,355,000$3.7M0.31%
92CVS HEALTH CORPCVS50,488$3.5M0.30%
93LUMENTUM HLDGS INCLITE3,897,000$3.3M0.28%
94OMEROS CORPOMER5,319,000$3.2M0.28%
95AT&T INCT-PC202,188$3.0M0.26%
96BERKSHIRE HATHAWAY INC DELBRK-A8,173$2.9M0.24%
97CORNING INCGLW92,824$2.8M0.24%
98EXACT SCIENCES CORP30063PAA32,470,000$2.7M0.23%
99SPDR S&P 500 ETF TRSPY6,336$2.7M0.23%
100ETSY INCETSY3,515,000$2.7M0.23%
101REVANCE THERAPEUTICS INC761330AB53,150,000$2.6M0.22%
102MACERICH COMAC233,578$2.5M0.22%
103WHEATON PRECIOUS METALS CORPWPM59,233$2.4M0.21%
104TESLA INCTSLA9,263$2.3M0.20%
105PHILLIPS 66PSX19,279$2.3M0.20%
106GLOBAL NET LEASE INCGNL-PE236,656$2.3M0.19%
107CINCINNATI FINL CORP17206210120,668$2.1M0.18%
108TEXAS ROADHOUSE INCTXRH20,666$2.0M0.17%
109GLOBAL X FDS37954Y34344,521$2.0M0.17%
110CRACKER BARREL OLD CTRY STOR22410JAB22,373,000$2.0M0.17%
111COGNEX CORPCGNX46,242$2.0M0.17%
112GRAFTECH INTL LTD384313508454,871$1.7M0.15%
113INVESCO QQQ TRIVZ4,861$1.7M0.15%
114ABBVIE INCABBV11,261$1.7M0.14%
115WASTE MGMT INC DEL94106L10910,945$1.7M0.14%
116UNITI GROUP INCUNIT352,690$1.7M0.14%
117PINNACLE WEST CAP CORPPNW22,302$1.6M0.14%
118CSX CORPCSX52,759$1.6M0.14%
119STRYKER CORPORATIONSYK5,475$1.5M0.13%
120FIFTH THIRD BANCORPFITBM59,026$1.5M0.13%
121EXP WORLD HLDGS INCEXPI90,755$1.5M0.13%
122NORTHROP GRUMMAN CORPNOC3,342$1.5M0.13%
123BOEING COBA-PA7,544$1.4M0.12%
124CATERPILLAR INCCAT5,278$1.4M0.12%
125CLOROX CO DELCLX10,777$1.4M0.12%
126VANGUARD INDEX FDS9229083633,548$1.4M0.12%
127ENTERPRISE PRODS PARTNERS L29379210749,123$1.3M0.12%
128ENERGY TRANSFER L PET-PI89,532$1.3M0.11%
129ELI LILLY & COLLY2,324$1.2M0.11%
130ISHARES TR4642872002,820$1.2M0.10%
131APPLIED MATLS INC0382221058,275$1.1M0.10%
132SHOE CARNIVAL INCSCVL46,380$1.1M0.10%
133WEYERHAEUSER CO MTN BEWY35,763$1.1M0.09%
134ALTRIA GROUP INCMO25,851$1.1M0.09%
135CENTURY ALUM COCENX1,528,000$1.1M0.09%
136CONOCOPHILLIPSCOP8,551$1.0M0.09%
137PHILIP MORRIS INTL INC71817210911,042$1.0M0.09%
138ANTERO RESOURCES CORPAR39,975$1.0M0.09%
139HUNTSMAN CORPHUN40,816$995,9110.09%
140AMERICAN TOWER CORP NEW03027X1005,967$981,2970.08%
141UBER TECHNOLOGIES INCUBER1,025,000$956,8930.08%
142BLACKSTONE SECD LENDING FDBX31,470$861,0200.07%
143ABBOTT LABSABLZF8,523$825,4480.07%
144D R HORTON INC23331A1097,631$820,1040.07%
145SCHWAB STRATEGIC TR80852420115,429$780,7110.07%
146TAIWAN SEMICONDUCTOR MFG LTD8740391008,629$749,8610.06%
147VANGUARD INDEX FDS9229087362,620$713,4020.06%
148GRAINGER W W INC3848021041,016$702,7050.06%
149STARWOOD PPTY TR INCSTHO34,264$663,0020.06%
150SALESFORCE INCCRM3,258$660,6580.06%
151ONEOK INC NEWOKE9,801$621,7030.05%
152MASTERCARD INCORPORATEDMA1,523$603,0430.05%
153VANGUARD SPECIALIZED FUNDS9219088443,809$591,8640.05%
154EXELIXIS INCEXEL26,676$582,8710.05%
155EATON CORP PLCETN2,695$574,7900.05%
156LOWES COS INC5486611072,764$574,4520.05%
157CENCORA INCCOR3,176$571,5850.05%
158LAM RESEARCH CORPLRCX887$556,1240.05%
159INSMED INCINSM540,000$539,4530.05%
160VANGUARD INDEX FDS9229087692,446$519,5570.04%
161ENBRIDGE INCENNPF15,316$513,6990.04%
162SCHWAB STRATEGIC TR8085247977,095$502,0300.04%
163NEXTERA ENERGY INCNEE-PW8,448$483,9690.04%
164SELECT SECTOR SPDR TR81369Y8032,873$470,9830.04%
165ONTO INNOVATION INCONTO3,599$458,9450.04%
166TARGET CORPTGT4,010$443,3860.04%
167UNITED RENTALS INCURI987$438,7910.04%
168ANALOG DEVICES INCADI2,505$438,5500.04%
169CUMMINS INCCMI1,918$438,0840.04%
170INTEL CORPINTC12,282$436,6280.04%
171PLUG POWER INCPLUG54,862$416,9520.04%
172SHELL PLCRYDAF6,467$416,3460.04%
173PROLOGIS INC.PLDGP3,692$414,2520.04%
174SOUTHERN COSOMN6,376$412,6350.04%
175REGENERON PHARMACEUTICALSREGN500$411,4800.04%
176BRISTOL-MYERS SQUIBB COCELG-RI7,056$409,5160.04%
177ENI S P A26874R10812,787$408,1620.03%
178KAYNE ANDERSON ENERGY INFRST48660610648,425$407,2550.03%
179ORGANON & COOGN22,846$396,6030.03%
180WEST PHARMACEUTICAL SVSC INC9553061051,050$393,9710.03%
181DOLLAR GEN CORP NEW2566771053,638$384,9010.03%
182ISHARES TR4642876552,130$376,4370.03%
183GILEAD SCIENCES INCGILD4,987$373,7570.03%
184PAGSEGURO DIGITAL LTDPAGS43,362$373,3470.03%
185AUTOZONE INCAZO146$370,8390.03%
186SMUCKER J M CO8326964053,000$368,7300.03%
187WORKIVA INCWK3,619$366,7500.03%
188DOVER CORPDOV2,568$358,2620.03%
189SCHWAB STRATEGIC TR8085247716,084$340,5220.03%
190NATIONAL FUEL GAS CONFG6,550$340,0110.03%
191MPLX LPMPLXP9,489$337,5240.03%
192MONDELEZ INTL INC6092071054,737$328,7570.03%
193WILLIAMS COS INC9694571009,750$328,4780.03%
194COMCAST CORP NEWCCZ7,215$319,9200.03%
195INTUITINTU620$316,7830.03%
196SPDR GOLD TRGLD1,840$315,4680.03%
197ALLIANCEBERNSTEIN HLDG L P01881G10610,392$315,3980.03%
198MURPHY OIL CORPMUR6,920$313,8100.03%
199FORD MTR CO DEL34537086024,999$310,4820.03%
200ISHARES TR4642871682,810$302,4690.03%
201PROSHARES TR74348A4673,376$298,9450.03%
202SCHWAB CHARLES CORPSCHW-PJ5,371$294,8890.03%
203SCHLUMBERGER LTDSLB5,051$294,4740.03%
204PIONEER NAT RES CO7237871071,277$293,1360.03%
205GENTEX CORPGNTX8,989$292,5040.03%
206ADVANCED MICRO DEVICES INCAMD2,797$287,5880.02%
207CHENIERE ENERGY INCLNG1,710$283,7920.02%
208COLGATE PALMOLIVE COCL3,928$279,2960.02%
209ISHARES GOLD TRIAU7,974$279,0110.02%
210DUKE ENERGY CORP NEWDUKB3,083$272,0860.02%
211BRIGHTVIEW HLDGS INCBV34,941$270,7930.02%
212STAG INDL INC85254J1027,763$267,9130.02%
213CALAMOS CONV OPPORTUNITIES &12811710823,650$249,2710.02%
214PHYSICIANS RLTY TR71943U10420,280$247,2140.02%
215HEALTHCARE RLTY TR42226K10516,003$244,3660.02%
216INTUITIVE SURGICAL INCISRG835$244,0630.02%
217SELECT SECTOR SPDR TR81369Y5062,685$242,6980.02%
218SCHWAB STRATEGIC TR8085248545,061$242,6250.02%
219MERCADOLIBRE INCMELI190$241,3700.02%
220EASTERLY GOVT PPTYS INC27616P10320,950$239,4590.02%
221CINTAS CORPCTAS493$237,3260.02%
222VIRTUS DIVIDEND INTEREST & PNFJ20,832$236,0270.02%
223BANK AMERICA CORP0605051048,481$232,1970.02%
224ARM HOLDINGS PLC0420682054,265$228,2630.02%
225IPG PHOTONICS CORPIPGP2,248$228,2620.02%
226MEDICAL PPTYS TRUST INC58463J30441,870$228,1920.02%
227SELECT SECTOR SPDR TR81369Y6056,819$226,1870.02%
228ISHARES SILVER TRSLV11,100$225,7740.02%
229MCKESSON CORPMCK513$223,1710.02%
230OCCIDENTAL PETE CORP6745991053,423$222,0710.02%
231FREEPORT-MCMORAN INCFCX5,865$218,7180.02%
232AMERICAN EXPRESS COAXP1,461$218,0340.02%
233WESTERN ASSET HIGH YIELD DEFHYI18,390$211,3020.02%
234FIDELITY NATL INFORMATION SV31620M1063,816$210,9110.02%
235ISHARES TR4642875981,363$206,9310.02%
236WARNER BROS DISCOVERY INCWBD18,951$205,8080.02%
237REALTY INCOME CORPO4,116$205,5580.02%
238NETFLIX INCNFLX534$201,6390.02%
239GENERAL ELECTRIC CO3696043011,817$200,8700.02%
240PIMCO INCOME STRATEGY FD72201H10825,065$192,2490.02%
241PIMCO INCOME STRATEGY FD II72201J10428,660$188,8700.02%
242ALLSPRING INCOME OPPORTUNITEAD30,814$187,9660.02%
243CREDIT SUISSE HIGH YIELD BDDHY90,177$169,5330.01%
244AEMETIS INCAMTX40,000$166,0000.01%
245GUIDEWIRE SOFTWARE INCGWRE145,000$148,6760.01%
246RITHM CAPITAL CORPRITM-PF15,887$147,5950.01%
247AGNC INVT CORP00123Q10412,396$117,0190.01%
248VIRTUS CONVERTIBLE & INCOME92838X10232,747$101,8440.01%
249VIRTUS CONVERTIBLE & INC FD92838U10836,060$99,5260.01%
250BLACKROCK MUNIYIELD QUALITYBLK10,000$95,5000.01%
251PUTNAM MUN OPPORTUNITIES TR74692210310,000$92,0000.01%
252WESTERN ASSET HIGH INCOM FD95766J10218,330$81,7520.01%
253EFFECTOR THERAPEUTICS INC28202V108125,000$74,9880.01%
254GRAY TELEVISION INCGTN-A10,500$72,6600.01%
255GABELLI UTIL TR36240A10112,015$63,6800.01%
256ACCELERATE DIAGNOSTICS INC00430H20110,972$63,0890.01%
257SMITH MICRO SOFTWARE INCSMSI49,100$59,4110.01%
258STANDARD LITHIUM LTDSLI20,000$56,6000.00%
259QUIPT HOME MEDICAL CORP74880P10410,000$50,9000.00%
260GREENBRIER COS INC393657AM341,000$39,4990.00%
261OMEROS CORPOMER11,545$33,7120.00%
262LCI INDS501812AB719,000$17,8420.00%
263ENPHASE ENERGY INCENPH20,000$17,4550.00%
264PACIRA BIOSCIENCES INCPCRX16,000$14,4380.00%
265AKEBIA THERAPEUTICS INCAKBA10,000$11,4000.00%