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

Instuitional Investor - Sonora Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Sonora Investment Management, Llc
Portfolio Value $797,780,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 291,908 $41,305,000 5.17%
2.
Microsoft Corp
 MSFT 133,414 $37,612,000 4.71%
3.
Alphabet Inc.
 GOOG 190,660 $25,408,000 3.18%
4.
Qualcomm Inc
 QCOM 156,763 $20,219,000 2.53%
5.
Republic Services Inc.
 RSG 115,741 $13,896,000 1.74%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)