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Portfolio (Quarterly) Guide ↗

Dorato Capital Management

· CIK 0002095216
13F Portfolio $133M AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 256 New
Page 11 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPG PPG INDS INC Basic Materials 240.0 $26K 0.02% NEW $108.57 -3.9%
202 SCHO SCHWAB STRATEGIC TR 1,063.0 $26K 0.02% NEW $24.39 -1.0%
203 RSP INVESCO EXCHANGE TRADED FD T 130.0 $26K 0.02% NEW $198.68 +3.0%
204 MOS MOSAIC CO NEW Basic Materials 930.0 $26K 0.02% NEW $27.64 -20.6%
205 DUK DUKE ENERGY CORP NEW Utilities 216.0 $26K 0.02% NEW $118.68 +5.0%
206 VTV VANGUARD INDEX FDS 127.0 $25K 0.02% NEW $197.69 +5.7%
207 PAYX PAYCHEX INC Industrials 220.0 $24K 0.02% NEW $110.29 -14.5%
208 GPC GENUINE PARTS CO Consumer Cyclical 175.0 $23K 0.02% NEW $133.80 -27.0%
209 JNK SPDR SERIES TRUST 239.0 $23K 0.02% NEW $97.74 -1.6%
210 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,134.0 $22K 0.02% NEW $19.09 +7.0%
211 AJG GALLAGHER ARTHUR J & CO Financial Services 82.0 $21K 0.02% NEW $256.99 -19.3%
212 VCR VANGUARD WORLD FD 48.0 $19K 0.01% NEW $405.65 -3.2%
213 KHC KRAFT HEINZ CO Consumer Defensive 775.0 $19K 0.01% NEW $24.32 -3.2%
214 TROW PRICE T ROWE GROUP INC Financial Services 175.0 $19K 0.01% NEW $106.08 -4.0%
215 BC BRUNSWICK CORP Consumer Cyclical 210.0 $18K 0.01% NEW $88.07 -10.6%
216 PSA PUBLIC STORAGE OPER CO Real Estate 61.0 $18K 0.01% NEW $287.77 +5.2%
217 TSLA TESLA INC Consumer Cyclical 39.0 $17K 0.01% NEW $439.21 -5.0%
218 BMY BRISTOL-MYERS SQUIBB CO Healthcare 300.0 $17K 0.01% NEW $57.02 +4.4%
219 PFE PFIZER INC Healthcare 655.0 $17K 0.01% NEW $25.58 +1.4%
220 VB VANGUARD INDEX FDS 58.0 $16K 0.01% NEW $273.09 +4.9%
Page 11 of 13  ·  256 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
Financial Services 34.2%
Technology 14.0%
Healthcare 13.5%
Industrials 12.6%
Consumer Cyclical 10.8%
Consumer Defensive 7.8%
Communication Services 2.4%
Basic Materials 2.4%
Energy 1.6%
Utilities 0.6%