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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 10 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EFA ISHARES TR 463.0 $48K 0.03% $104.33 +3.2%
182 IWR ISHARES TR 429.0 $47K 0.03% $110.02 +2.1%
183 PSX PHILLIPS 66 Energy 245.0 $46K 0.03% $188.36 +29.5%
184 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 110.0 $46K 0.03% $416.24 -5.2%
185 SNX TD SYNNEX CORPORATION Technology 180.0 $45K 0.03% $251.52 +1.0%
186 SCHK SCHWAB STRATEGIC TR 1,200.0 $44K 0.03% $36.40 +1.9%
187 RTX RTX CORPORATION Industrials 220.0 $43K 0.03% $195.93 +8.1%
188 LLY ELI LILLY & CO Healthcare 34.0 $40K 0.03% $1188.59 -1.3%
189 PAYX PAYCHEX INC Industrials 370.0 $40K 0.03% +150.0 +68.2% $107.54 +18.1%
190 CMS CMS ENERGY CORP Utilities 525.0 $40K 0.03% $75.40 -9.5%
191 DIA STATE STR SPDR DOW JONES IND Financial Services 75.0 $39K 0.03% $525.79 +1.8%
192 ACN ACCENTURE PLC IRELAND Technology 275.0 $37K 0.03% +230.0 +511.1% $135.23 +40.2%
193 NFLX NETFLIX INC. Communication Services 500.0 $37K 0.03% $73.37 +11.4%
194 THE BALDWIN INSURANCE GRP IN 1,333.0 $35K 0.02% $26.50
195 ALL ALLSTATE CORP Financial Services 138.0 $35K 0.02% $251.62 +3.6%
196 VPL VANGUARD INTL EQUITY INDEX F 305.0 $35K 0.02% $113.78 +1.3%
197 KMI KINDER MORGAN INC DEL Energy 1,075.0 $35K 0.02% $32.12 -1.7%
198 ETN EATON CORP PLC Industrials 84.0 $34K 0.02% $407.29 -1.1%
199 VYM VANGUARD WHITEHALL FDS 200.0 $32K 0.02% $161.06 +2.0%
200 EW EDWARDS LIFESCIENCES CORP Healthcare 345.0 $32K 0.02% $92.21 -2.2%
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 33.9%
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%