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Portfolio (Quarterly) Guide ↗

Legato Capital Management LLC

· CIK 0001442641
13F Portfolio $1.1B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 152 New 204 Added 290 Reduced 176 Exited
Page 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PRLB PROTO LABS INC Industrials 12,113.0 $691K 0.06% NEW $57.02 +29.7%
62 NFBK NORTHFIELD BANCORP INC Financial Services 50,915.0 $689K 0.06% NEW $13.54 +5.5%
63 SMBC SOUTHERN MISSOURI BANCORP INC Financial Services 10,728.0 $686K 0.06% NEW $63.94 +9.3%
64 WASH WASHINGTON TR BANCORP INC Financial Services 20,106.0 $673K 0.06% NEW $33.46 -4.1%
65 OFRM ONCE UPON A FARM PBC Consumer Defensive 41,145.0 $673K 0.06% NEW $16.35 -8.2%
66 TDW TIDEWATER INC Energy 8,004.0 $669K 0.06% NEW $83.55 -5.8%
67 SOLV ENERGY INC CL A 22,266.0 $669K 0.06% NEW $30.03
68 MZTI MARZETTI COMPANY COM Consumer Defensive 4,832.0 $668K 0.06% NEW $138.33 -17.4%
69 SNA SNAP ON INC Industrials 1,825.0 $663K 0.06% NEW $363.22 +2.4%
70 PHM PULTE HOMES INC Consumer Cyclical 5,613.0 $660K 0.06% NEW $117.61 +0.2%
71 CODA CODA OCTOPUS GROUP INC Industrials 58,212.0 $658K 0.06% NEW $11.30 +9.8%
72 LPTH LIGHTPATH TECHNOLOGIES INC Technology 65,294.0 $655K 0.06% NEW $10.03 +61.9%
73 PFS PROVIDENT FINANCIAL SERVICES Financial Services 30,913.0 $654K 0.06% NEW $21.16 +6.0%
74 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 14,072.0 $652K 0.06% NEW $46.36 +20.6%
75 DSGX DESCARTES SYSTEMS GROUP INC/TH Technology 9,020.0 $645K 0.06% NEW $71.56 -1.4%
76 WFRD WEATHERFORD INTL PLC ORD SHS Energy 6,820.0 $645K 0.06% NEW $94.58 +15.0%
77 SFST SOUTHERN FIRST BANCSHARES INC Financial Services 11,835.0 $645K 0.06% NEW $54.50 +6.0%
78 ZM ZOOM COMMUNICATIONS INC CL A Technology 8,011.0 $644K 0.06% NEW $80.39 +31.4%
79 MCB METROPOLITAN BANK HOLDING CORP Financial Services 7,731.0 $644K 0.06% NEW $83.29 +9.7%
80 CMP COMPASS MINERALS INTERNATION Basic Materials 27,485.0 $642K 0.06% NEW $23.35 +35.0%
Page 4 of 8  ·  152 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
Technology 24.7%
Industrials 19.3%
Healthcare 15.8%
Financial Services 12.6%
Consumer Cyclical 10.2%
Communication Services 4.2%
Consumer Defensive 4.1%
Energy 3.6%
Basic Materials 2.3%
Utilities 2.2%