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Portfolio (Quarterly) Guide ↗

Dorato Capital Management

· CIK 0002095216
13F Portfolio $135M AUM 254 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 31 Added 28 Reduced 7 Exited
Page 9 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 META META PLATFORMS INC Communication Services 100.0 $61K 0.04% $612.42 -0.8%
162 IWO ISHARES TR 184.0 $61K 0.04% $331.05 +11.2%
163 MDT MEDTRONIC PLC Healthcare 665.0 $59K 0.04% $88.65 -11.8%
164 DRI DARDEN RESTAURANTS INC Consumer Cyclical 300.0 $59K 0.04% $195.65 +0.7%
165 VO VANGUARD INDEX FDS 196.0 $58K 0.04% $298.45 -74.1%
166 DOV DOVER CORP Industrials 260.0 $56K 0.04% $216.69 -4.1%
167 CAT CATERPILLAR INC Industrials 72.0 $56K 0.04% $771.58 +12.2%
168 FTV FORTIVE CORP Technology 931.0 $55K 0.04% +125.0 +15.5% $59.38 -0.6%
169 IVV ISHARES TR 80.0 $54K 0.04% $679.00 +9.9%
170 SCHG SCHWAB STRATEGIC TR 1,776.0 $54K 0.04% $30.35 +13.0%
171 EFV ISHARES TR 692.0 $54K 0.04% -100.0 -12.6% $77.72 +1.6%
172 VEU VANGUARD INTL EQUITY INDEX F 644.0 $51K 0.04% $79.21 +4.3%
173 RJF RAYMOND JAMES FINL INC Financial Services 342.0 $51K 0.04% $147.82 +2.9%
174 XLF SELECT SECTOR SPDR TR 975.0 $50K 0.04% $51.20 +1.0%
175 TFC TRUIST FINL CORP Financial Services 1,010.0 $50K 0.04% $49.29 -2.6%
176 NFLX NETFLIX INC. Communication Services 500.0 $50K 0.04% $99.39 -10.2%
177 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 77.0 $50K 0.04% -29.0 -27.4% $643.69 +3.3%
178 EFA ISHARES TR 463.0 $47K 0.04% $102.19 +2.0%
179 VXUS VANGUARD STAR FDS 570.0 $46K 0.03% $81.23 +4.1%
180 NOK NOKIA CORP Technology 4,900.0 $46K 0.03% $9.44 +50.2%
Page 9 of 13  ·  254 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 33.6%
Technology 14.3%
Healthcare 13.8%
Industrials 12.6%
Consumer Cyclical 10.8%
Consumer Defensive 7.5%
Basic Materials 2.5%
Communication Services 2.2%
Energy 2.0%
Utilities 0.7%