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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 $1,263,165,617
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 272,369 $60,501,397 4.79%
2.
Microsoft Corp
 MSFT 131,869 $49,502,232 3.92%
3.
Arthur J. Gallagher & Co.
 AJG 101,118 $34,909,905 2.76%
4.
Alphabet Inc.
 GOOGL 209,578 $32,742,335 2.59%
5.
Costco Wholesale Corp W
 COST 34,599 $32,722,683 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)