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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 13 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AAL AMERICAN AIRLS GROUP INC Industrials 257.0 $4K 0.00% NEW $15.14 -10.2%
242 RALLIANT CORP 63.0 $3K 0.00% NEW $52.54
243 CLEARWAY ENERGY INC 100.0 $3K 0.00% NEW $31.14
244 J P MORGAN EXCHANGE TRADED F 48.0 $3K 0.00% NEW $64.27
245 COMERICA INC 30.0 $3K 0.00% NEW $90.57
246 ALB ALBEMARLE CORP Basic Materials 15.0 $3K 0.00% NEW $177.60 -4.3%
247 MSM MSC INDL DIRECT INC Industrials 30.0 $3K 0.00% NEW $84.70 +25.1%
248 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 144.0 $2K 0.00% NEW $16.33 -0.4%
249 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 25.0 $1K 0.00% NEW $57.40 +47.2%
250 BN BROOKFIELD CORP Financial Services 30.0 $1K 0.00% NEW $47.30 -3.9%
251 GE GE AEROSPACE Industrials 4.0 $1K 0.00% NEW $325.25 -7.2%
252 F FORD MTR CO Consumer Cyclical 64.0 $891.0 0.00% NEW $13.92 -1.8%
253 GEV GE VERNOVA INC Utilities 1.0 $645.0 NEW $645.00 +61.8%
254 BROOKFIELD ASSET MANAGMT LTD 5.0 $260.0 NEW $52.00
255 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1.0 $86.0 NEW $86.00 -25.2%
256 LUMN LUMEN TECHNOLOGIES INC Communication Services 7.0 $58.0 NEW $8.29 +13.9%
Page 13 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%