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Portfolio (Quarterly) Guide ↗

Dorato Capital Management

· CIK 0002095216
13F Portfolio $147M AUM 254 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 47 Added 19 Reduced 6 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF ISHARES TR 596.0 $74K 0.05% +447.0 +300.0% $123.95 -1.0%
42 VO VANGUARD INDEX FDS 720.0 $58K 0.04% +524.0 +267.4% $80.94 +1.9%
43 PAYX PAYCHEX INC Industrials 370.0 $40K 0.03% +150.0 +68.2% $107.54 +18.1%
44 ACN ACCENTURE PLC IRELAND Technology 275.0 $37K 0.03% +230.0 +511.1% $135.23 +40.2%
45 SCHO SCHWAB STRATEGIC TR 1,084.0 $26K 0.02% +11.0 +1.0% $24.06 +0.0%
46 SPH SUBURBAN PROPANE PARTNERS L Utilities 1,171.0 $21K 0.01% +19.0 +1.6% $17.83 -1.1%
47 F FORD MTR CO Consumer Cyclical 66.0 $919.0 0.00% +1.0 +1.5% $13.92 -0.4%
Page 3 of 3  ·  47 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 33.9%
Technology 16.8%
Healthcare 13.9%
Industrials 12.2%
Consumer Cyclical 9.5%
Consumer Defensive 7.3%
Basic Materials 2.1%
Communication Services 1.8%
Energy 1.7%
Utilities 0.6%