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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 2025 · Filed July 17, 2025 · Accession 0001725547-25-003449

Total Value
$1.35B
Positions
304
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (304)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT133,243$66.3M4.92%
2APPLE INCAAPL267,774$54.9M4.08%
3ORACLE CORPORCL-PD185,458$40.5M3.01%
4ALPHABET INCGOOG209,601$37.2M2.76%
5BROADCOM INCAVGO126,577$34.9M2.59%
6COSTCO WHSL CORP NEW22160K10534,316$34.0M2.52%
7JPMORGAN CHASE & CO.VYLD115,767$33.6M2.49%
8META PLATFORMS INCMETA42,422$31.3M2.32%
9INTERNATIONAL BUSINESS MACHSINTR105,176$31.0M2.30%
10REPUBLIC SVCS INC760759100124,535$30.7M2.28%
11WALMART INCWMT308,749$30.2M2.24%
12GALLAGHER ARTHUR J & CO36357610992,827$29.7M2.21%
13KLA CORPKLAC31,926$28.6M2.12%
14AMAZON COM INCAMZN118,084$25.9M1.92%
15CISCO SYS INCCSCO357,972$24.8M1.84%
16QUALCOMM INCQCOM151,743$24.2M1.79%
17BLACKSTONE INCBX149,076$22.3M1.65%
18VALERO ENERGY CORPVLO163,122$21.9M1.63%
19HOME DEPOT INCHD55,112$20.2M1.50%
20TEXAS INSTRS INC88250810494,476$19.6M1.46%
21VISA INCV53,928$19.1M1.42%
22LOCKHEED MARTIN CORPLMT40,345$18.7M1.39%
23NVIDIA CORPORATIONNVDA105,668$16.7M1.24%
24JOHNSON & JOHNSONJNJ108,328$16.5M1.23%
25UNION PAC CORPUNP69,501$16.0M1.19%
26EVERGY INCEVRG225,915$15.6M1.16%
27TRUIST FINL CORP89832Q109357,388$15.4M1.14%
28PNC FINL SVCS GROUP INC69347510580,483$15.0M1.11%
29MCDONALDS CORPMCD49,721$14.5M1.08%
30PAYCHEX INCPAYX97,861$14.2M1.06%
31RTX CORPORATIONRTX95,711$14.0M1.04%
32SUMMIT HOTEL PPTYS866082AA814,459,000$13.9M1.03%
33ACCENTURE PLC IRELANDACN46,078$13.8M1.02%
34ABBVIE INCABBV72,488$13.5M1.00%
35CHEVRON CORP NEWCVX91,085$13.0M0.97%
36PEPSICO INCPEP98,066$12.9M0.96%
37MEDTRONIC PLCMDT144,783$12.6M0.94%
38PROCTER AND GAMBLE CO74271810978,886$12.6M0.93%
39VICI PPTYS INC925652109370,852$12.1M0.90%
40WP CAREY INC92936U109182,822$11.4M0.85%
41DISNEY WALT CO25468710690,467$11.2M0.83%
42PFIZER INCPFE449,853$10.9M0.81%
43SALESFORCE INCCRM39,354$10.7M0.80%
44US BANCORP DELUSB-PS220,040$10.0M0.74%
45EMERSON ELEC COEMR72,807$9.7M0.72%
46LYONDELLBASELL INDUSTRIES NLYB159,641$9.2M0.69%
47IRON MTN INC DEL46284V10189,500$9.2M0.68%
48ALPHABET INCGOOG49,586$8.7M0.65%
49VERIZON COMMUNICATIONS INCVZ197,628$8.6M0.63%
50CATERPILLAR INCCAT22,019$8.5M0.63%
51KIMBERLY-CLARK CORPKMB64,203$8.3M0.61%
52ADOBE INCADBE20,958$8.1M0.60%
53UNITEDHEALTH GROUP INCUNH24,898$7.8M0.58%
54HONEYWELL INTL INC43851610632,245$7.5M0.56%
55AMGEN INCAMGN25,843$7.2M0.54%
56COCA COLA COKO98,290$7.0M0.52%
57EXXON MOBIL CORPXOM64,140$6.9M0.51%
58KINDER MORGAN INC DELEP-PC227,544$6.7M0.50%
59IONIS PHARMACEUTICALS INCIONS163,172$6.4M0.48%
60AT&T INCT-PC200,772$5.8M0.43%
61IONIS PHARMACEUTICALS INCIONS5,285,000$5.5M0.41%
62GLOBAL X FDS37954Y343104,453$5.2M0.39%
63BERKSHIRE HATHAWAY INC DELBRK-A10,614$5.2M0.38%
64CLEVELAND-CLIFFS INC NEWCLF655,354$5.0M0.37%
65RPM INTL INC74968510343,876$4.8M0.36%
66MICROCHIP TECHNOLOGY INC.MCHPP2,305,000$4.6M0.34%
67SPDR S&P 500 ETF TRSPY7,466$4.6M0.34%
68EVOLENT HEALTH INCEVH4,505,000$4.4M0.33%
69ENOVIX CORPORATIONENVX413,676$4.3M0.32%
70AKAMAI TECHNOLOGIES INCAKAM4,346,000$4.2M0.31%
71WHEATON PRECIOUS METALS CORPWPM46,505$4.2M0.31%
72HALOZYME THERAPEUTICS INCHALO4,027,000$4.0M0.30%
73VERINT SYSTEMS INC92343XAC44,160,000$4.0M0.30%
74LUMENTUM HLDGS INCLITE3,387,000$4.0M0.30%
75GENERAL MLS INC37033410476,589$4.0M0.29%
76TECK RESOURCES LTDTCKRF97,548$3.9M0.29%
77EXACT SCIENCES CORP30063PAB13,985,000$3.8M0.28%
78CORNING INCGLW68,686$3.6M0.27%
79INVESCO QQQ TRIVZ6,361$3.5M0.26%
80BIOMARIN PHARMACEUTICAL INCBMRN3,645,000$3.4M0.25%
81TEXAS ROADHOUSE INCTXRH18,242$3.4M0.25%
82MGM RESORTS INTERNATIONALMGM95,875$3.3M0.24%
83OMEROS CORPOMER3,474,000$3.3M0.24%
84MACERICH COMAC178,108$2.9M0.21%
85TESLA INCTSLA8,839$2.8M0.21%
86FIFTH THIRD BANCORPFITBM65,761$2.7M0.20%
87ETSY INCETSY3,159,000$2.7M0.20%
88ILLINOIS TOOL WKS INC45230810910,774$2.7M0.20%
89WASTE MGMT INC DEL94106L10911,475$2.6M0.19%
90HALOZYME THERAPEUTICS INCHALO2,265,000$2.6M0.19%
91VANGUARD INDEX FDS9229083634,548$2.6M0.19%
92ELI LILLY & COLLY3,220$2.5M0.19%
93ISHARES TR4642872003,820$2.4M0.18%
94PHILLIPS 66PSX19,285$2.3M0.17%
95SONOCO PRODS CO83549510252,124$2.3M0.17%
96PINNACLE WEST CAP CORPPNW25,335$2.3M0.17%
97STRYKER CORPORATIONSYK5,544$2.2M0.16%
98INTEL CORPINTC96,451$2.2M0.16%
99ALEXANDRIA REAL ESTATE EQ IN01527110929,496$2.1M0.16%
100PHILIP MORRIS INTL INC71817210911,638$2.1M0.16%
101CRACKER BARREL OLD CTRY STOR22410JAB22,098,000$2.0M0.15%
102GREEN PLAINS INCGPRE2,325,000$2.0M0.15%
103TAIWAN SEMICONDUCTOR MFG LTD8740391008,686$2.0M0.15%
104ENTERPRISE PRODS PARTNERS L29379210761,818$1.9M0.14%
105BOEING COBA-PA8,923$1.9M0.14%
106BLACKSTONE SECD LENDING FDBX60,119$1.8M0.14%
107CITY OFFICE REIT INCCHCO328,120$1.8M0.13%
108CENTURY ALUM COCENX1,418,000$1.7M0.13%
109SHOE CARNIVAL INCSCVL90,369$1.7M0.13%
110NORTHROP GRUMMAN CORPNOC3,360$1.7M0.12%
111APPLIED MATLS INC0382221059,153$1.7M0.12%
112COGNEX CORPCGNX50,528$1.6M0.12%
113GLOBAL NET LEASE INCGNL-PE203,044$1.5M0.11%
114UNITI GROUP INCUNIT335,290$1.4M0.11%
115EXELIXIS INCEXEL32,051$1.4M0.10%
116ETSY INCETSY1,515,000$1.3M0.10%
117SCHWAB STRATEGIC TR80852420153,499$1.3M0.10%
118ENERGY TRANSFER L PET-PI71,851$1.3M0.10%
119VANGUARD INDEX FDS9229087694,063$1.2M0.09%
120VANGUARD INDEX FDS9229087362,792$1.2M0.09%
121NIKE INCNKE17,175$1.2M0.09%
122ALTRIA GROUP INCMO20,305$1.2M0.09%
123ABBOTT LABSABLZF8,709$1.2M0.09%
124NETFLIX INCNFLX880$1.2M0.09%
125ADVANCED MICRO DEVICES INCAMD8,088$1.1M0.09%
126PALANTIR TECHNOLOGIES INCPLTR8,135$1.1M0.08%
127SEAGATE TECHNOLOGY HLDNGS PLSE7,546$1.1M0.08%
128CSX CORPCSX31,919$1.0M0.08%
129SCHWAB STRATEGIC TR80852479739,160$1.0M0.08%
130STARBUCKS CORPSBUX11,148$1.0M0.08%
131ONEOK INC NEWOKE12,468$1.0M0.08%
132VANGUARD SPECIALIZED FUNDS9219088444,920$1.0M0.07%
133AMERICAN TOWER CORP NEW03027X1004,514$997,6850.07%
134CROWDSTRIKE HLDGS INCCRWD1,933$984,4970.07%
135WEYERHAEUSER CO MTN BEWY38,278$983,3620.07%
136UBER TECHNOLOGIES INCUBER790,000$932,4930.07%
137PIEDMONT REALTY TRUST INCPDM125,400$914,1660.07%
138CINCINNATI FINL CORP1720621016,136$913,7740.07%
139VANGUARD SCOTTSDALE FDS92206C77118,691$866,1410.06%
140CONOCOPHILLIPSCOP9,501$852,5940.06%
141SPDR GOLD TRGLD2,588$788,9010.06%
142EATON CORP PLCETN2,185$780,0400.06%
143UNITED RENTALS INCURI1,035$779,7690.06%
144SELECT SECTOR SPDR TR81369Y8033,000$759,6470.06%
145MASTERCARD INCORPORATEDMA1,349$758,0570.06%
146ARM HOLDINGS PLC0420682054,635$749,6650.06%
147SOUTHERN COSOMN7,947$729,7540.05%
148KAYNE ANDERSON ENERGY INFRST48660610655,025$699,9180.05%
149DUKE ENERGY CORP NEWDUKB5,622$663,4540.05%
150AMERICAN EXPRESS COAXP2,025$645,9140.05%
151SCHWAB STRATEGIC TR80852477126,039$638,9980.05%
152WILLIAMS COS INC96945710010,033$630,1730.05%
153ISHARES TR4642872266,291$624,0680.05%
154BANK AMERICA CORP06050510413,075$618,7320.05%
155UNITED PARCEL SERVICE INCUPS6,002$605,8010.04%
156ISHARES GOLD TRIAU9,698$604,7680.04%
157INTUITIVE SURGICAL INCISRG1,093$593,9480.04%
158SPDR DOW JONES INDL AVERAGE78467X1091,335$588,3680.04%
159STARWOOD PPTY TR INCSTHO28,034$562,6340.04%
160SHELL PLCRYDAF7,929$558,3050.04%
161CUMMINS INCCMI1,697$555,8240.04%
162AUTOZONE INCAZO147$545,6980.04%
163ISHARES TR4642876552,492$537,8100.04%
164SERVICENOW INCNOW521$535,6300.04%
165ENBRIDGE INCENNPF11,699$530,1990.04%
166MERCK & CO INCMRK6,692$529,7270.04%
167FREEPORT-MCMORAN INCFCX11,968$518,8130.04%
168NUVEEN AMT FREE MUN CR INC FNU43,279$516,3190.04%
169GILEAD SCIENCES INCGILD4,531$502,3120.04%
170BRIGHTVIEW HLDGS INCBV30,016$499,7670.04%
171LOWES COS INC5486611072,246$498,3020.04%
172INTUITINTU624$491,4820.04%
173CINTAS CORPCTAS2,184$486,7130.04%
174VANGUARD WHITEHALL FDS9219464063,628$483,6330.04%
175GE AEROSPACE3696043011,854$477,2850.04%
176HARROW INCHROW15,448$471,7820.04%
177PALO ALTO NETWORKS INCPANW2,266$463,7150.03%
178WELLS FARGO CO NEW9497461015,716$457,9660.03%
179SELECT SECTOR SPDR TR81369Y6058,374$438,5470.03%
180VANGUARD TAX-MANAGED FDS9219438587,602$433,3700.03%
181SCHWAB CHARLES CORPSCHW-PJ4,635$422,9410.03%
182DOVER CORPDOV2,286$418,8640.03%
183HUNTINGTON INGALLS INDS INC4464131061,719$415,0700.03%
184CENCORA INCCOR1,379$413,4940.03%
185LAM RESEARCH CORPLRCX4,243$412,9660.03%
186MERCADOLIBRE INCMELI158$412,9540.03%
187VANGUARD WORLD FD92204A702622$412,2790.03%
188METLIFE INCMET-PF5,109$410,8360.03%
189VANGUARD INDEX FDS9229087442,282$403,3390.03%
190GAMCO GLOBAL GOLD NAT RES &36465A10991,627$402,2410.03%
191EASTERLY GOVT PPTYS INC27616P30117,900$397,3800.03%
192BIOMARIN PHARMACEUTICAL INCBMRN7,218$396,7740.03%
193SCHWAB STRATEGIC TR80852410216,602$395,6270.03%
194AVISTA CORPAVA10,136$384,6620.03%
195ISHARES TR4642871682,860$379,8370.03%
196ISHARES TR4642875076,055$375,5320.03%
197SCHWAB STRATEGIC TR80852485414,788$370,1440.03%
198ALLIANCEBERNSTEIN HLDG L P01881G1068,927$364,4900.03%
199ZSCALER INCZS1,155$362,6010.03%
200MCKESSON CORPMCK492$360,6840.03%
201MICRON TECHNOLOGY INCMU2,924$360,3830.03%
202CVS HEALTH CORPCVS5,147$355,0640.03%
203CLOROX CO DELCLX2,918$350,4110.03%
2043M COMMM2,264$344,7140.03%
205SCHWAB STRATEGIC TR80852460713,602$344,1410.03%
206PROLOGIS INC.PLDGP3,240$340,5890.03%
207SPDR S&P MIDCAP 400 ETF TRMDY599$339,3220.03%
208INVESCO EXCHANGE TRADED FD TIVZ1,860$338,0270.03%
209MARATHON PETE CORPMARA2,034$337,8680.03%
210MPLX LPMPLXP6,542$336,9700.03%
211ISHARES TR464287614787$334,1450.02%
212MONDELEZ INTL INC6092071054,888$329,6430.02%
213WESTERN MIDSTREAM PARTNERS LWES8,500$328,9500.02%
214D R HORTON INC23331A1092,504$322,8160.02%
215WEC ENERGY GROUP INCWEC3,092$322,1580.02%
216AMERICAN ELEC PWR CO INC0255371013,099$321,5380.02%
217NEXTERA ENERGY INCNEE-PW4,602$319,4710.02%
218SHOPIFY INCSHOP2,642$304,7550.02%
219TARGET CORPTGT3,081$303,9700.02%
220COMCAST CORP NEWCCZ8,491$303,0350.02%
221INTERCONTINENTAL EXCHANGE IN45866F1041,645$301,8090.02%
222GOLDMAN SACHS GROUP INCGSCE426$301,5740.02%
223INVESCO EXCHANGE TRADED FD TIVZ6,989$295,4260.02%
224HOWMET AEROSPACE INCHWM1,572$292,5970.02%
225PRINCIPAL FINANCIAL GROUP INPFG3,600$285,9480.02%
226THE CIGNA GROUP125523100859$283,9690.02%
227CONSTELLATION ENERGY CORPCEG867$279,6950.02%
228ONTO INNOVATION INCONTO2,749$277,4570.02%
229THE TRADE DESK INC88339J1053,810$274,2820.02%
230GRANITE CONSTR INCGVA2,911$272,2080.02%
231GLOBAL X FDS37954Y2934,335$271,6320.02%
232ROCKWELL AUTOMATION INCROK817$271,3830.02%
233NOVARTIS AGNVSEF2,196$265,7380.02%
234REGENERON PHARMACEUTICALSREGN500$262,5000.02%
235ISHARES TR4642873092,360$259,8360.02%
236VANGUARD INDEX FDS9229085121,564$257,1830.02%
237WORKIVA INCWK3,654$250,1170.02%
238VANGUARD INDEX FDS9229086111,281$249,7650.02%
239OAKTREE SPECIALTY LENDING COOCSL18,100$247,2460.02%
240ANALOG DEVICES INCADI1,032$245,5680.02%
241HUNTSMAN CORPHUN23,550$245,3890.02%
242GENERAL DYNAMICS CORPGD838$244,4300.02%
243VIRTUS DIVIDEND INTEREST & PNFJ19,500$241,8000.02%
244ASTRAZENECA PLCAZN3,455$241,4380.02%
245SELECT SECTOR SPDR TR81369Y5062,805$237,9030.02%
246CITIGROUP INCC-PR2,782$236,8430.02%
247HEALTHPEAK PROPERTIES INCDOC13,331$233,4260.02%
248STAG INDL INC85254J1026,300$228,5640.02%
249SPROTT PHYSICAL GOLD TRSII8,935$226,5030.02%
250ARISTA NETWORKS INCANET2,198$224,8780.02%
251UGI CORP NEW9026811056,145$223,8060.02%
252COLGATE PALMOLIVE COCL2,454$223,0690.02%
253CAPITAL ONE FINL CORP14040H1051,038$220,8450.02%
254WESTERN ASSET HIGH YIELD DEFHYI18,390$220,3130.02%
255EATON VANCE NATL MUN OPPORTETN13,500$219,2400.02%
256PRUDENTIAL FINL INCPUKPF2,040$219,1420.02%
257PROSHARES TR74348A4672,157$217,2100.02%
258DEVON ENERGY CORP NEW25179M1036,808$216,5630.02%
259ALLSPRING INCOME OPPORTUNITEAD30,550$215,6830.02%
260SCHWAB STRATEGIC TR8085247555,372$214,9880.02%
261TJX COS INC NEW8725401091,741$214,9700.02%
262GE VERNOVA INCGEV405$214,3070.02%
263PETROLEO BRASILEIRO SA PETRO71654V40817,070$213,5460.02%
264CARDINAL HEALTH INCCAH1,268$213,0240.02%
265DTE ENERGY CODTK1,599$211,8040.02%
266PIMCO INCOME STRATEGY FD II72201J10428,660$211,7980.02%
267VANGUARD INDEX FDS9229085532,357$209,9070.02%
268PIMCO INCOME STRATEGY FD72201H10825,065$209,0430.02%
269SCHWAB STRATEGIC TR8085247637,283$208,6580.02%
270AMERIPRISE FINL INC03076C106380$202,8180.02%
271MOODYS CORPMCO402$201,6400.01%
272HUNTINGTON BANCSHARES INCHBANP12,008$201,2550.01%
273SCHLUMBERGER LTDSLB5,921$200,1300.01%
274PAGSEGURO DIGITAL LTDPAGS20,727$199,8090.01%
275PIMCO DYNAMIC INCOME FD72201Y10110,531$199,7820.01%
276PATRIA INVESTMENTS LIMITEDPAX14,000$196,8400.01%
277PLAINS ALL AMERN PIPELINE L72650310510,584$193,8990.01%
278CREDIT SUISSE HIGH YIELD BDDHY90,000$191,7000.01%
279ANTERO MIDSTREAM CORPAM10,000$189,5000.01%
280RITHM CAPITAL CORPRITM-PF15,722$177,5070.01%
281CALAMOS CONV OPPORTUNITIES &12811710816,350$172,0020.01%
282IONIS PHARMACEUTICALS INCIONS160,000$160,6290.01%
283EATON VANCE TAX-MANAGED DIVEETN10,312$159,5270.01%
284CHEESECAKE FACTORY INCCAKE150,000$155,2780.01%
285AMERICAN AIRLINES GROUP INCAAL150,000$154,9490.01%
286NUVEEN MUN VALUE FD INCNU15,120$131,3930.01%
287FORD MTR CO34537086011,939$129,5350.01%
288NUVEEN MUN CR OPPORTUNITIESNU12,070$129,5120.01%
289NUVEEN DYNAMIC MUN OPPORTUNINU12,570$126,5800.01%
290NUVEEN MUN HIGH INCOME OPPORNU12,154$126,0370.01%
291DIREXION SHS ETF TR25460G28610,236$120,8920.01%
292AGNC INVT CORP00123Q10412,396$113,9200.01%
293BLACKROCK MUNIYIELD QUALITYBLK10,000$104,9000.01%
294EATON VANCE TAX-MANAGED GLOBETN11,710$102,4630.01%
295GABELLI UTIL TR36240A10115,919$92,3310.01%
296CORNERSTONE STRATEGIC INVESTCLM10,135$82,2990.01%
297WESTERN ASSET HIGH INCOM FD95766J10216,000$68,6400.01%
298GRAY MEDIA INCGTN-A10,500$47,5650.00%
299AKEBIA THERAPEUTICS INCAKBA12,000$43,6800.00%
300ORASURE TECHNOLOGIES INCOSUR13,232$39,6960.00%
301ASSERTIO HOLDINGS INCASRT44,735$28,6850.00%
302EXP WORLD HLDGS INCEXPI0$18,2000.00%
303NEXTDOOR HOLDINGS INCNXDR10,000$16,6000.00%
304GRAFTECH INTL LTD38431350810,705$10,4120.00%