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Portfolio (Quarterly) Guide ↗

Ativo Capital Management LLC

· CIK 0001423065
13F Portfolio $115M AUM 55 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 11 Added 5 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ASML ASML Holding NV NY Registry Technology 1,201.0 $1.6M 1.38% NEW $1320.77 +20.5%
2 3I Group Plc Unsponsord Adr 147,169.0 $1.2M 1.04% NEW $8.09
3 Centrica Plc Sp Adr New 90,326.0 $1.0M 0.91% NEW $11.62

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 25.8%
Technology 22.6%
Industrials 11.7%
Consumer Cyclical 10.8%
Basic Materials 10.7%
Utilities 6.4%
Energy 5.0%
Healthcare 3.9%
Consumer Defensive 3.1%