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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 9 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DRI DARDEN RESTAURANTS INC Consumer Cyclical 300.0 $62K 0.05% NEW $207.87 -5.2%
162 META META PLATFORMS INC Communication Services 100.0 $62K 0.05% NEW $615.52 -1.3%
163 RJF RAYMOND JAMES FINL INC Financial Services 342.0 $59K 0.04% NEW $172.27 -11.7%
164 VO VANGUARD INDEX FDS 196.0 $59K 0.04% NEW $300.12 -74.2%
165 EFV ISHARES TR 792.0 $58K 0.04% NEW $73.42 +7.6%
166 SCHG SCHWAB STRATEGIC TR 1,776.0 $58K 0.04% NEW $32.43 +5.8%
167 VZ VERIZON COMMUNICATIONS INC Communication Services 1,421.0 $57K 0.04% NEW $39.83 +20.1%
168 NEE NEXTERA ENERGY INC Utilities 680.0 $56K 0.04% NEW $81.98 +9.4%
169 IVV ISHARES TR 80.0 $55K 0.04% NEW $693.50 +7.6%
170 DOV DOVER CORP Industrials 260.0 $53K 0.04% NEW $204.34 +1.7%
171 XLF SELECT SECTOR SPDR TR 975.0 $53K 0.04% NEW $54.15 -4.5%
172 TFC TRUIST FINL CORP Financial Services 1,010.0 $50K 0.04% NEW $49.83 -3.7%
173 VEU VANGUARD INTL EQUITY INDEX F 644.0 $49K 0.04% NEW $76.58 +7.8%
174 CLX CLOROX CO DEL Consumer Defensive 430.0 $48K 0.04% NEW $111.41 -14.6%
175 CAT CATERPILLAR INC Industrials 72.0 $46K 0.04% NEW $638.75 +35.6%
176 EFA ISHARES TR 463.0 $46K 0.03% NEW $99.30 +4.9%
177 FTV FORTIVE CORP Technology 806.0 $45K 0.03% NEW $55.76 +5.8%
178 VXUS VANGUARD STAR FDS 570.0 $45K 0.03% NEW $78.47 +7.8%
179 NFLX NETFLIX INC Communication Services 500.0 $44K 0.03% NEW $88.55 +0.8%
180 RTX RTX CORPORATION Industrials 220.0 $44K 0.03% NEW $198.84 -12.1%
Page 9 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%