Institutional Manager · CIK 0001907552
Sonora Investment Management Group, LLC
TUCSON, AZ · File #028-21792
Latest AUM
$1.41B
Positions
304
Top-10 Concentration
39.9%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 2025304 pos · $1.41B
- 13F HOLDINGS REPORTQ/E Jun 2025304 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Mar 2025302 pos · $1.26B
- 13F HOLDINGS REPORTQ/E Dec 2024298 pos · $1.31B
- 13F HOLDINGS REPORTQ/E Sep 2024288 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Jun 2024283 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 2024284 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Dec 2023265 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Sep 2023264 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Jun 2023274 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Mar 2023268 pos · $1.10B
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 129,887 | $67.3M | 6.13% |
| 2 | APPLE INC | AAPL | 260,565 | $66.3M | 6.05% |
| 3 | ORACLE CORP | ORCL-PD | 182,166 | $51.2M | 4.67% |
| 4 | ALPHABET INC | GOOG | 206,009 | $50.2M | 4.58% |
| 5 | BROADCOM INC | AVGO | 124,552 | $41.1M | 3.75% |
| 6 | JPMORGAN CHASE & CO. | VYLD | 111,734 | $35.2M | 3.21% |
| 7 | KLA CORP | KLAC | 31,437 | $33.9M | 3.09% |
| 8 | WALMART INC | WMT | 303,403 | $31.3M | 2.85% |
| 9 | META PLATFORMS INC | META | 41,885 | $30.8M | 2.81% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 32,707 | $30.3M | 2.76% |
| 11 | INTERNATIONAL BUSINESS MACHS | INTR | 103,767 | $29.3M | 2.67% |
| 12 | GALLAGHER ARTHUR J & CO | 363576109 | 91,858 | $28.5M | 2.59% |
| 13 | REPUBLIC SVCS INC | 760759100 | 122,781 | $28.2M | 2.57% |
| 14 | VALERO ENERGY CORP | VLO | 161,033 | $27.4M | 2.50% |
| 15 | AMAZON COM INC | AMZN | 117,866 | $25.9M | 2.36% |
| 16 | QUALCOMM INC | QCOM | 151,312 | $25.2M | 2.30% |
| 17 | CISCO SYS INC | CSCO | 356,406 | $24.4M | 2.22% |
| 18 | BLACKSTONE INC | BX | 141,761 | $24.2M | 2.21% |
| 19 | HOME DEPOT INC | HD | 54,432 | $22.1M | 2.01% |
| 20 | LOCKHEED MARTIN CORP | LMT | 40,213 | $20.1M | 1.83% |