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Portfolio (Quarterly) Guide ↗

Legato Capital Management LLC

· CIK 0001442641
13F Portfolio $1.2B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 750 New
Page 16 of 38  ·  750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 THG HANOVER INSURANCE GROUP INC Financial Services 6,774.0 $1.2M 0.11% NEW $182.77 +5.7%
302 SANM Sanmina Corp Technology 8,213.0 $1.2M 0.11% NEW $150.07 +72.1%
303 AVPT AVEPOINT INC CL A Technology 88,731.0 $1.2M 0.11% NEW $13.89 -27.7%
304 ONON ON HOLDING AG Consumer Cyclical 26,445.0 $1.2M 0.11% NEW $46.48 -13.5%
305 UFPI UFP INDUSTRIES INC Basic Materials 13,442.0 $1.2M 0.10% NEW $91.05 -9.2%
306 PCRX PACIRA PHARMACEUTICALS INC Healthcare 47,189.0 $1.2M 0.10% NEW $25.88 -7.1%
307 CNS COHEN AND STEERS INC Financial Services 19,258.0 $1.2M 0.10% NEW $62.78 +13.3%
308 GTY GETTY REALTY CORP REIT Real Estate 43,654.0 $1.2M 0.10% NEW $27.37 +22.1%
309 PVLA PALVELLA THERAPEUTICS INC Healthcare 11,385.0 $1.2M 0.10% NEW $104.67 +10.9%
310 MTH MERITAGE HOMES CORP Consumer Cyclical 18,085.0 $1.2M 0.10% NEW $65.80 +0.7%
311 NVMI NOVA MEASURING INSTRUMENTS LTD Technology 3,572.0 $1.2M 0.10% NEW $328.39 +56.5%
312 CTRE CARETRUST REIT INC Real Estate 32,437.0 $1.2M 0.10% NEW $36.16 +15.8%
313 AXP AMERICAN EXPRESS CO Financial Services 3,169.0 $1.2M 0.10% NEW $369.95 -15.3%
314 ENSG ENSIGN GROUP INC Healthcare 6,730.0 $1.2M 0.10% NEW $174.20 -1.8%
315 ALAB ASTERA LABORATORIES INC Technology 7,047.0 $1.2M 0.10% NEW $166.36 +93.2%
316 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 40,687.0 $1.2M 0.10% NEW $28.78 +90.7%
317 COGT COGENT BIOSCIENCES INC Healthcare 32,740.0 $1.2M 0.10% NEW $35.52 -4.4%
318 VREX VAREX IMAGING CORPORATION Healthcare 99,810.0 $1.2M 0.10% NEW $11.65 -13.0%
319 CMCO COLUMBUS MCKINNON CORP Industrials 67,336.0 $1.2M 0.10% NEW $17.25 -6.1%
320 STXS STEREOTAXIS INC Healthcare 504,506.0 $1.2M 0.10% NEW $2.30 -13.3%
Page 16 of 38  ·  750 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 25.4%
Industrials 18.6%
Healthcare 17.0%
Financial Services 13.7%
Consumer Cyclical 11.0%
Communication Services 4.1%
Energy 3.0%
Consumer Defensive 2.7%
Basic Materials 1.6%
Utilities 1.5%