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CIK: 0001907552
Total reported value
$1.4B
$1.4B
298 檔
16.0%
At the close of Q4 2024, Sonora Investment Management Group, LLC disclosed equity holdings valued at approximately $1.4B, spread across 298 reported holdings.
During Q4 2024, Sonora Investment Management Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.24% | -0.09% | -0.61% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | +0.84% | -0.06% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.07% | +0.96% | +0.89% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.42% | -0.45% | -0.22% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.32% | +1.62% | +2.31% | |
| 6 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.20% | -0.75% | +9.72% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.18% | +1.25% | +0.55% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.16% | +0.04% | +0.43% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | +0.28% | +1.32% | |
| 10 | RSG | Republic Services Inc | Stock-Industrials | 1.95% | -0.43% | +1.12% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.08% | +2.70% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 1.88% | — | +4.66% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.83% | +0.15% | +0.54% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | +0.27% | +1.33% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.80% | +2.07% | NEW | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.01% | +1.31% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.57% | +0.01% | +3.87% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.55% | +0.66% | +1.16% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 1.52% | +0.20% | +2.79% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.45% | — | +1.14% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.33% | -1.21% | +1.86% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.31% | — | +1.42% | |
| 23 | NEE 6.926 09-01-25Bond | Nextera Energy Inc | Bond | 1.26% | -1.41% | EXIT | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | — | +1.27% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.19% | — | +1.46% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | — | +6.37% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | — | +2.45% | |
| 28 | INN 1.5 02-15-26Bond | Summit Hotel Properties | Bond | 1.14% | — | -6.93% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.37% | +0.41% | |
| 30 | PNC | Pnc Financial Services Group | Stock-Financials | 1.13% | +0.05% | +1.87% | |
| 31 | TFC | Truist Financial CORP | Stock-Financials | 1.11% | +0.04% | +1.50% | |
| 32 | ACN | Accenture plc | Stock-Tech | 1.03% | — | +2.66% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.23% | -0.47% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | — | +2.25% | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 1.00% | -0.28% | +2.56% | |
| 36 | EVRG | Evergy Inc | Stock-Utilities | 0.94% | -0.01% | +4.87% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.92% | — | +7.99% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | -1.00% | EXIT | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.89% | +0.07% | -0.70% | |
| 40 | VSH 2.25 06-15-25Bond | Vishay Intertechnology | Bond | 0.87% | -0.86% | EXIT | |
| 41 | VICI | Vici Properties Inc | Stock-Real Estate | 0.82% | — | -1.96% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.81% | — | -1.09% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.79% | — | -0.20% | |
| 44 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.78% | -0.27% | -0.38% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.23% | -1.51% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.74% | — | +3.84% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | +0.04% | +2.21% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.73% | — | -4.36% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.73% | — | +0.16% | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.66% | — | -1.90% |
According to official SEC Form 13F filings, Sonora Investment Management Group, LLC reported a total U.S. public equity portfolio value of $1.4B across 298 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOG) accounted for 16.0% of total reported equity market value during Q4 2024.
During Q4 2024, Sonora Investment Management Group, LLC's top holdings by market value included AAPL (5.2%)、MSFT (4.3%)、GOOG (3.1%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q4 2024, Sonora Investment Management Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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