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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 12 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CHE CHEMED CORP NEW Healthcare 34.0 $15K 0.01% NEW $451.82 -2.3%
222 GCBC GREENE CNTY BANCORP INC Financial Services 654.0 $15K 0.01% NEW $22.63 +10.5%
223 ROP ROPER TECHNOLOGIES INC Industrials 33.0 $14K 0.01% NEW $424.21 -22.5%
224 VNQ VANGUARD INDEX FDS 150.0 $14K 0.01% NEW $90.87 +6.4%
225 CARR CARRIER GLOBAL CORPORATION Industrials 220.0 $12K 0.01% NEW $55.60 +11.8%
226 DFSV DIMENSIONAL ETF TRUST 342.0 $12K 0.01% NEW $34.77 +6.8%
227 OUSA ALPS ETF TR 192.0 $11K 0.01% NEW $58.78 -0.4%
228 ADBE ADOBE INC Technology 34.0 $10K 0.01% NEW $304.44 -19.8%
229 OTIS OTIS WORLDWIDE CORP Industrials 110.0 $10K 0.01% NEW $89.95 -20.4%
230 SCZ ISHARES TR 120.0 $10K 0.01% NEW $80.27 +6.0%
231 VWO VANGUARD INTL EQUITY INDEX F 150.0 $8K 0.01% NEW $56.08 +4.7%
232 NVO NOVO-NORDISK A S Healthcare 126.0 $7K 0.01% NEW $58.91 -24.7%
233 SNA SNAP ON INC Industrials 20.0 $7K 0.01% NEW $362.45 -0.7%
234 LULU LULULEMON ATHLETICA INC Consumer Cyclical 32.0 $7K 0.01% NEW $203.16 -37.6%
235 WDC WESTERN DIGITAL CORP Technology 30.0 $6K 0.01% NEW $215.00 +113.8%
236 SYF SYNCHRONY FINANCIAL Financial Services 66.0 $5K 0.00% NEW $77.83 -7.4%
237 NVDA NVIDIA CORPORATION Technology 27.0 $5K 0.00% NEW $183.15 +19.9%
238 SPYG SPDR SERIES TRUST 41.0 $4K 0.00% NEW $106.85 +10.7%
239 LEN LENNAR CORP Consumer Cyclical 35.0 $4K 0.00% NEW $121.40 -26.8%
240 T AT&T INC Communication Services 167.0 $4K 0.00% NEW $23.61 +5.6%
Page 12 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%