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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 12 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BC BRUNSWICK CORP Consumer Cyclical 210.0 $16K 0.01% $77.90 -1.6%
222 TSLA TESLA INC Consumer Cyclical 39.0 $16K 0.01% $407.77 -14.5%
223 PFE PFIZER INC Healthcare 655.0 $16K 0.01% $24.17 +15.7%
224 CARR CARRIER GLOBAL CORPORATION Industrials 220.0 $15K 0.01% $69.34 -15.2%
225 VNQ VANGUARD INDEX FDS 150.0 $15K 0.01% $97.32 -0.1%
226 DFSV DIMENSIONAL ETF TRUST 342.0 $13K 0.01% $38.80 +3.0%
227 OUSA ALPS ETF TR 192.0 $11K 0.01% $59.62 +4.6%
228 SCZ ISHARES TR 120.0 $10K 0.01% $83.39 +4.3%
229 VWO VANGUARD INTL EQUITY INDEX F 150.0 $9K 0.01% $59.89 +1.5%
230 OTIS OTIS WORLDWIDE CORP Industrials 110.0 $8K 0.01% $73.09 -1.8%
231 SNA SNAP ON INC Industrials 20.0 $8K 0.01% $401.95 -2.5%
232 WDC WESTERN DIGITAL CORP Technology 13.0 $8K 0.01% -3.0 -18.8% $582.62 -21.1%
233 GLD SPDR GOLD TR Financial Services 17.0 $6K 0.00% NEW $377.06 +8.4%
234 NVO NOVO-NORDISK A S Healthcare 126.0 $6K 0.00% $49.48 -7.8%
235 NVDA NVIDIA CORPORATION Technology 27.0 $6K 0.00% $210.96 +3.1%
236 SPYG SPDR SERIES TRUST 41.0 $5K 0.00% $120.00 +1.0%
237 SYF SYNCHRONY FINANCIAL Financial Services 66.0 $5K 0.00% $72.45 +7.7%
238 RALLIANT CORP 63.0 $4K 0.00% $69.25
239 AAL AMERICAN AIRLINES GROUP INC Industrials 257.0 $4K 0.00% $16.95 -19.5%
240 VSNT VERSANT MEDIA GROUP INC Industrials 122.0 $4K 0.00% $35.39 +15.9%
Page 12 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%