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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 20 of 38  ·  750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 APOS APOLLO GLOBAL MGMT INC COM Financial Services 6,215.0 $900K 0.08% NEW $144.76 -81.9%
382 CAC CAMDEN NATL CORP Financial Services 20,713.0 $899K 0.08% NEW $43.38 +16.7%
383 INVE IDENTIV INC Technology 233,991.0 $899K 0.08% NEW $3.84 +1.8%
384 INDB INDEPENDENT BANK CORP Financial Services 12,093.0 $884K 0.08% NEW $73.08 +9.3%
385 WMB WILLIAMS COS INC Energy 14,595.0 $877K 0.08% NEW $60.11 +25.0%
386 UPWK UPWORK INC Industrials 44,068.0 $873K 0.07% NEW $19.82 -55.3%
387 MEG MONTROSE ENVIRONMENTAL GROUP I Industrials 35,151.0 $873K 0.07% NEW $24.83 -37.0%
388 LZ LEGALZOOMCOM INC Industrials 87,095.0 $865K 0.07% NEW $9.93 -34.6%
389 VST VISTRA CORP Utilities 5,354.0 $864K 0.07% NEW $161.33 -0.7%
390 DERM JOURNEY MED CORP Healthcare 111,695.0 $861K 0.07% NEW $7.71 -20.2%
391 GILD GILEAD SCIENCES INC Healthcare 7,016.0 $861K 0.07% NEW $122.74 +10.1%
392 WERN WERNER ENTERPRISES INC Industrials 28,652.0 $860K 0.07% NEW $30.01 +35.6%
393 ICFI ICF INTL INC Industrials 10,054.0 $858K 0.07% NEW $85.30 -20.0%
394 PARR PAR PETROLEUM CORPORATION Energy 24,355.0 $856K 0.07% NEW $35.14 +58.8%
395 INFU INFUSYSTEMS HOLDINGS INC Healthcare 95,095.0 $853K 0.07% NEW $8.97 +6.5%
396 M MACYS INC Consumer Cyclical 38,630.0 $852K 0.07% NEW $22.05 -1.6%
397 CAMT CAMTEK LTD Technology 8,005.0 $851K 0.07% NEW $106.35 +57.0%
398 IRMD IRADIMED CORPORATION Healthcare 8,677.0 $844K 0.07% NEW $97.28 -5.5%
399 GSBC GREAT SOUTHERN BANCORP INC Financial Services 13,706.0 $844K 0.07% NEW $61.56 +15.8%
400 LBRT LIBERTY OILFIELD SERVICES INC Energy 45,627.0 $842K 0.07% NEW $18.46 +68.5%
Page 20 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%