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Home > Institutional Investor > Sonora Investment Management Group, Llc > Profile

Instuitional Investor - Sonora Investment Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Sonora Investment Management Group, Llc
Portfolio Value $1,347,561,373
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 133,243 $66,276,579 4.92%
2.
Apple Inc.
 AAPL 267,774 $54,939,220 4.08%
3.
Oracle Corp
 ORCL 185,458 $40,546,691 3.01%
4.
Alphabet Inc.
 GOOGL 209,601 $37,181,074 2.76%
5.
Broadcom Inc.
 AVGO 126,577 $34,891,039 2.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)