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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
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WF Woori Financial Group Inc Sp A Financial Services 27,530.0 $1.8M 1.59% $66.60 -7.9%
22 Abb Ltd Sp Adr 22,640.0 $1.8M 1.58% $80.48
23 TD Toronto Dominion Bank Ont Financial Services 19,278.0 $1.8M 1.56% $93.31 +18.2%
24 Komatsu Ltd Sp Adr New 45,750.0 $1.8M 1.56% $39.26
25 Ipsen Sa Sp Adr 38,759.0 $1.8M 1.56% $46.30
26 CHKP Check Point Software Tech Ltd Technology 12,533.0 $1.8M 1.56% -24K -65.7% $142.85 -8.0%
27 Volvo Ab Unsponsord ADR 54,064.0 $1.8M 1.54% +14K +34.8% $32.72
28 GIL Gildan Activewear Inc Consumer Cyclical 31,212.0 $1.7M 1.51% $55.65 +3.0%
29 Allianz SE Unsponsrd ADS 41,216.0 $1.7M 1.51% $42.04
30 Ageas Sp ADR Ne 23,016.0 $1.7M 1.47% $73.32
31 Tesco Plc Sp Adr 88,482.0 $1.7M 1.47% $19.03
32 Prosus NV Sp ADR 175,955.0 $1.6M 1.42% +52K +42.3% $9.25
33 Advantest Corp Sp ADR 11,926.0 $1.6M 1.41% $135.81
34 Dnb Bank Asa Sponsored 51,380.0 $1.6M 1.40% $31.39
35 ASML ASML Holding NV NY Registry Technology 1,201.0 $1.6M 1.38% NEW $1320.77 +19.1%
36 Nordea Bank Abp MTN Sp ADS 89,578.0 $1.5M 1.35% $17.28
37 IX ORIX Corp Sp ADR Financial Services 51,149.0 $1.5M 1.33% $29.99 +30.0%
38 UniCredit SpA Unsponsord ADR 42,445.0 $1.5M 1.33% $36.06
39 Assicurazioni Generali Spa Uns 75,682.0 $1.5M 1.33% $20.15
40 ASR Grupo Aeroportuario Del Surest Industrials 4,521.0 $1.5M 1.32% $336.15 -8.4%
Page 2 of 3  ·  55 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 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%