Sonata Capital Group Inc. has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists 128 separate holdings managed by Portfolio Manager Shana A. Moffatt.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top individual stock holding is Microsoft Corporation, which is listed with 30,058 shares. Other significant individual equity positions include Apple Inc. with 50,525 shares, Amazon.com Inc. with 36,974 shares, and NVIDIA Corporation with 6,979 shares.
A substantial portion of the portfolio is allocated to ETFs. The filing lists significant positions in the iShares Core S&P 500 ETF with 67,084 shares, the iShares S&P 500 Growth ETF with 86,591 shares, and the iShares S&P 500 Value ETF with 25,804 shares. Other notable ETF holdings include the iShares Core S&P Mid-Cap ETF with 146,206 shares, the iShares Core S&P Small-Cap ETF with 84,698 shares, and various bond ETFs such as the iShares Core U.S. Aggregate Bond ETF with 41,733 shares.
The report also lists several other major corporations, including Berkshire Hathaway Inc., JPMorgan Chase & Co., Visa Inc., and UnitedHealth Group Inc., among the disclosed equity securities.
