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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 5 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PRU PRUDENTIAL FINL INC Financial Services 3,583.0 $346K 0.26% $96.65 +6.8%
82 CB CHUBB LTD SWITZ Financial Services 1,033.0 $344K 0.25% $332.64 -0.7%
83 OEF ISHARES TR 1,012.0 $334K 0.25% $330.15 +12.2%
84 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,673.0 $331K 0.24% $70.73 +28.8%
85 NVS NOVARTIS AG Healthcare 2,104.0 $325K 0.24% $154.42 -1.7%
86 VPU VANGUARD WORLD FD 1,595.0 $322K 0.24% $202.09 -3.5%
87 PG PROCTER & GAMBLE CO Consumer Defensive 2,199.0 $319K 0.23% $144.90 -1.7%
88 ABT ABBOTT LABORATORIES Healthcare 3,034.0 $314K 0.23% $103.56 -15.2%
89 HRL HORMEL FOODS CORP Consumer Defensive 14,079.0 $305K 0.23% $21.64 -2.6%
90 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 295.0 $304K 0.22% $1030.27 +2.0%
91 BND VANGUARD BD INDEX FDS 4,113.0 $303K 0.22% -40.0 -1.0% $73.72 -1.1%
92 GOOG ALPHABET INC Communication Services 900.0 $283K 0.21% $314.74 +21.8%
93 APA APA CORPORATION Energy 7,120.0 $276K 0.20% $38.75 -1.1%
94 LOW LOWES COS INC Consumer Cyclical 1,037.0 $253K 0.19% $243.66 -10.8%
95 BK BANK NEW YORK MELLON CORP Financial Services 1,950.0 $249K 0.18% $127.94 +8.6%
96 VTI VANGUARD INDEX FDS 735.0 $245K 0.18% $333.70 +9.4%
97 AXP AMERICAN EXPRESS CO Financial Services 760.0 $240K 0.18% +25.0 +3.4% $316.34 -2.1%
98 OC OWENS CORNING NEW Industrials 2,100.0 $237K 0.17% $112.91 +2.8%
99 BA BOEING CO Industrials 1,042.0 $227K 0.17% $217.70 +0.9%
100 ALLE ALLEGION PLC Industrials 1,565.0 $226K 0.17% +220.0 +16.4% $144.49 -9.5%
Page 5 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%