$778 Million is the total value of Sonora Investment Management Group, LLC's 209 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 6.1% |
| MICROSOFT CORP | 11 | Q2 2024 | 5.1% |
| ALPHABET INC | 11 | Q2 2024 | 3.2% |
| QUALCOMM INC | 11 | Q2 2024 | 3.3% |
| VALERO ENERGY CORP | 11 | Q2 2024 | 2.1% |
| REPUBLIC SVCS INC | 11 | Q2 2024 | 2.0% |
| COSTCO WHSL CORP NEW | 11 | Q2 2024 | 2.0% |
| GALLAGHER ARTHUR J & CO | 11 | Q2 2024 | 1.9% |
| MERCK & CO INC | 11 | Q2 2024 | 1.8% |
| ORACLE CORP | 11 | Q2 2024 | 1.7% |
View Sonora Investment Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-15 |
View Sonora Investment Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.