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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 35 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CMCSA COMCAST CORP CLASS A Communication Services 7,736.0 $222K 0.02% NEW $28.71 -12.4%
682 GRC GORMAN RUPP CO Industrials 3,533.0 $220K 0.02% NEW $62.13 +21.8%
683 ARMANINO FOODS OF DISTINCTION 20,811.0 $219K 0.02% $10.50
684 LTC LTC PROPERTIES INC REIT Real Estate 5,864.0 $218K 0.02% $37.16 +4.3%
685 PRAXIS PRECISION MEDICINES INC 670.0 $216K 0.02% NEW $322.19
686 BCC BOISE CASCADE LLC Basic Materials 2,816.0 $214K 0.02% $75.85 -10.2%
687 RDWR RADWARE LTD Technology 7,708.0 $203K 0.02% -695.0 -8.3% $26.32 +13.6%
688 OTC MARKETS GROUP INC 3,778.0 $202K 0.02% NEW $53.53
689 CRD-B CRAWFORD AND COMPANY 19,221.0 $192K 0.02% +4K +24.5% $9.97 +3.4%
690 QDEL QUIDELORTHO CORP Healthcare 11,519.0 $189K 0.02% +1K +14.3% $16.43 -27.0%
691 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 16,033.0 $175K 0.02% $10.91 +8.1%
692 HLIT HARMONIC INC Technology 18,911.0 $170K 0.01% -63K -77.0% $8.98 +88.2%
693 LEG LEGGETT & PLATT INC Consumer Cyclical 17,158.0 $170K 0.01% -41K -70.6% $9.88 +4.3%
694 DOLE DOLE PLC Consumer Defensive 11,761.0 $168K 0.01% NEW $14.29 +0.5%
695 CORZ CORE SCIENTIFIC INC Technology 11,122.0 $166K 0.01% -8K -42.5% $14.96 +76.3%
696 NPK INTERNATIONAL INC COM SHS 11,243.0 $163K 0.01% $14.49
697 AHCO ADAPTHEALTH CORP Healthcare 13,285.0 $158K 0.01% -43K -76.5% $11.90 -12.9%
698 WULF TERAWULF INC Financial Services 10,946.0 $158K 0.01% -29K -72.7% $14.43 +58.1%
699 NEXXEN INTL LTD SHS NEW 23,377.0 $152K 0.01% -2K -6.6% $6.52
700 RLGT RADIANT LOGISTICS INC Industrials 20,577.0 $145K 0.01% -6K -23.5% $7.05 +19.6%
Page 35 of 37  ·  726 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%