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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXA SA Sp ADR 32,077.0 $1.5M 1.28% $45.99
42 Makita Corp Sp ADR 45,004.0 $1.5M 1.28% $32.77
43 Kunlun Energy Company Ltd Unsp 126,104.0 $1.4M 1.25% $11.37
44 Credit Agricole SA ADR 154,429.0 $1.4M 1.25% $9.27
45 QBE INS GROUP LTD 91,516.0 $1.4M 1.18% $14.80
46 MS&AD Ins Group Holdings ADR 52,142.0 $1.4M 1.18% $25.90
47 HMY Harmony Gold Mining Co Ltd Sp Basic Materials 86,487.0 $1.3M 1.16% $15.37 +11.9%
48 Unilever PLC Sp ADR 21,201.0 $1.2M 1.05% $56.97
49 Fujitsu Ltd Unsponsored Adr 58,018.0 $1.2M 1.04% $20.58
50 3I Group Plc Unsponsord Adr 147,169.0 $1.2M 1.04% NEW $8.09
51 Centrica Plc Sp Adr New 90,326.0 $1.0M 0.91% NEW $11.62
52 Oversea Chinese Bank Unsponsor 22,313.0 $763K 0.66% $34.20
53 Raiffeisen Bank Intl Ag Adr 65,000.0 $708K 0.62% $10.90
54 Standard Bank Group Ltd Sp ADR 37,490.0 $687K 0.60% $18.32
55 OPAP Holding Societe Anonyme 72,403.0 $546K 0.47% $7.54
Page 3 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%