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Portfolio (Quarterly) Guide ↗

Legato Capital Management LLC

· CIK 0001442641
13F Portfolio $1.1B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 152 New 204 Added 290 Reduced 176 Exited
Page 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRWD CROWDSTRIKE HOLDINGS INC Technology 9,346.0 $3.6M 0.33% +900.0 +10.7% $390.41 +72.0%
42 PSX PHILLIPS 66 Energy 20,000.0 $3.6M 0.33% +7K +54.6% $182.18 -4.6%
43 UPS UNITED PARCEL SERVICE CL B Industrials 37,000.0 $3.6M 0.33% +12K +48.0% $98.38 +3.6%
44 TFC TRUIST FINL CORP COM Financial Services 78,830.0 $3.6M 0.33% +32K +66.9% $45.97 +5.9%
45 PKG PACKAGING CORP AMER Consumer Cyclical 17,000.0 $3.6M 0.33% +7K +72.4% $212.22 +2.9%
46 LSCC LATTICE SEMICONDUCTOR CORP Technology 38,612.0 $3.6M 0.33% +14K +55.2% $92.76 +62.1%
47 FCX FREEPORT MCMORAN COPPER Basic Materials 60,600.0 $3.6M 0.32% +11K +22.1% $58.78 +9.5%
48 MCD MCDONALD S CORP Consumer Cyclical 11,300.0 $3.5M 0.32% +4K +61.4% $310.79 -10.1%
49 SWK STANLEY BLACK AND DECKER INC Industrials 48,800.0 $3.5M 0.32% +16K +48.8% $71.06 +11.1%
50 LHX L3HARRIS TECHNOLOGIES INC Industrials 10,000.0 $3.5M 0.31% +2K +33.3% $345.15 -9.2%
51 NEE NEXTERA ENERGY INC Utilities 37,000.0 $3.4M 0.31% +12K +48.0% $92.88 -5.6%
52 KINIKSA PHARMACEUTICALS LTD C 70,805.0 $3.4M 0.31% +8K +12.2% $48.15
53 ONTO ONTO INNOVATION INC Technology 16,425.0 $3.4M 0.31% +8K +84.7% $205.07 +33.7%
54 LEN LENNAR CORP CL A Consumer Cyclical 38,000.0 $3.3M 0.30% +20K +111.1% $86.84 +2.8%
55 PL PLANET LABORATORIES PBC CL A Industrials 115,488.0 $3.2M 0.29% +4K +3.7% $27.95 +72.9%
56 UBER UBER TECHNOLOGIES INC COM Technology 44,430.0 $3.2M 0.29% +42K +1416.4% $71.93 -2.5%
57 NAYAX LTD 56,567.0 $3.2M 0.29% +35K +167.0% $56.00
58 APH AMPHENOL CORP CL A Technology 24,012.0 $3.0M 0.28% +4K +22.7% $126.35 +10.5%
59 MTD METTLER-TOLEDO INTL INC Healthcare 2,400.0 $3.0M 0.28% +755.0 +45.9% $1261.20 -12.7%
60 ENSG ENSIGN GROUP INC Healthcare 14,686.0 $3.0M 0.27% +8K +118.2% $201.50 -14.4%
Page 3 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Industrials 19.3%
Healthcare 15.8%
Financial Services 12.6%
Consumer Cyclical 10.2%
Communication Services 4.2%
Consumer Defensive 4.1%
Energy 3.6%
Basic Materials 2.3%
Utilities 2.2%