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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 8 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MA MASTERCARD INCORPORATED Financial Services 200.0 $105K 0.07% $526.74 +13.0%
142 LRCX LAM RESEARCH CORP Technology 300.0 $105K 0.07% $350.33 -13.8%
143 HONEYWELL INTL INC 442.0 $100K 0.07% NEW $226.42
144 HONEYWELL AEROSPACE INC 442.0 $98K 0.07% NEW $220.75
145 SO SOUTHERN CO Utilities 1,007.0 $96K 0.07% $95.61 -7.7%
146 AIQ GLOBAL X FDS 1,426.0 $90K 0.06% $63.44 +1.2%
147 XEL XCEL ENERGY INC Utilities 1,112.0 $89K 0.06% $80.06 -4.5%
148 UNILEVER PLC 1,357.0 $84K 0.06% $61.72
149 MFC MANULIFE FINL CORP Financial Services 2,000.0 $83K 0.06% $41.29 +3.6%
150 PNW PINNACLE WEST CAP CORP Utilities 750.0 $81K 0.06% $108.12 -9.7%
151 VCSH VANGUARD SCOTTSDALE FDS 969.0 $76K 0.05% $78.61 -0.1%
152 SPGI S&P GLOBAL INC Financial Services 176.0 $76K 0.05% $430.50 +2.9%
153 DGRO ISHARES TR 978.0 $75K 0.05% $77.06 +3.0%
154 XLE SELECT SECTOR SPDR TR 1,348.0 $74K 0.05% $55.08 +13.8%
155 IWF ISHARES TR 596.0 $74K 0.05% +447.0 +300.0% $123.95 -1.0%
156 AGG ISHARES TR 748.0 $73K 0.05% $98.08 -0.6%
157 GILD GILEAD SCIENCES INC Healthcare 565.0 $73K 0.05% $129.83 +12.2%
158 CMCSA COMCAST CORP NEW Communication Services 3,069.0 $72K 0.05% $23.57 +14.8%
159 USHY ISHARES TR 1,928.0 $71K 0.05% $36.87 -0.0%
160 IWO ISHARES TR 184.0 $71K 0.05% $384.68 -1.5%
Page 8 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%