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Portfolio (Quarterly) Guide ↗

Dorato Capital Management

· CIK 0002095216
13F Portfolio $135M AUM 254 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 31 Added 28 Reduced 7 Exited
Page 10 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RTX RTX CORPORATION Industrials 220.0 $45K 0.03% $203.48 -14.1%
182 IWR ISHARES TR 429.0 $43K 0.03% $101.25 +3.7%
183 CMS CMS ENERGY CORP Utilities 525.0 $41K 0.03% $78.82 -6.6%
184 PSX PHILLIPS 66 Energy 245.0 $41K 0.03% $168.00 +6.8%
185 SCHK SCHWAB STRATEGIC TR 1,200.0 $39K 0.03% $32.57 +9.6%
186 SNX TD SYNNEX CORPORATION Technology 180.0 $36K 0.03% $200.22 +15.2%
187 DIA STATE STR SPDR DOW JONES IND Financial Services 75.0 $36K 0.03% $479.16 +5.0%
188 KMI KINDER MORGAN INC DEL Energy 1,075.0 $35K 0.03% $32.96 +1.6%
189 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 110.0 $35K 0.03% $318.24 +22.5%
190 LLY ELI LILLY & CO Healthcare 34.0 $32K 0.02% $953.32 +9.3%
191 ETN EATON CORP PLC Industrials 84.0 $32K 0.02% $385.58 -1.1%
192 VPL VANGUARD INTL EQUITY INDEX F 305.0 $32K 0.02% $104.92 +7.2%
193 ED CONSOLIDATED EDISON INC Utilities 277.0 $31K 0.02% $113.43 -5.3%
194 VYM VANGUARD WHITEHALL FDS 200.0 $30K 0.02% $152.09 +3.4%
195 THE BALDWIN INSURANCE GRP IN 1,333.0 $30K 0.02% $22.76
196 ALL ALLSTATE CORP Financial Services 138.0 $29K 0.02% $212.07 +1.1%
197 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 170.0 $29K 0.02% $167.79 -9.7%
198 DUK DUKE ENERGY CORP NEW Utilities 216.0 $28K 0.02% $131.60 -5.3%
199 EW EDWARDS LIFESCIENCES CORP Healthcare 345.0 $28K 0.02% $81.71 +1.8%
200 V VISA INC Financial Services 90.0 $28K 0.02% $308.97 +7.1%
Page 10 of 13  ·  254 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 33.6%
Technology 14.3%
Healthcare 13.8%
Industrials 12.6%
Consumer Cyclical 10.8%
Consumer Defensive 7.5%
Basic Materials 2.5%
Communication Services 2.2%
Energy 2.0%
Utilities 0.7%