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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 9 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CAT CATERPILLAR INC Industrials 72.0 $69K 0.05% $952.42 -16.0%
162 META META PLATFORMS INC Communication Services 100.0 $67K 0.04% $669.21 -13.6%
163 BRO BROWN & BROWN INC Financial Services 980.0 $66K 0.04% $67.66 +8.4%
164 SCHG SCHWAB STRATEGIC TR 1,776.0 $62K 0.04% $34.65 +3.3%
165 DRI DARDEN RESTAURANTS INC Consumer Cyclical 300.0 $61K 0.04% $204.25 +5.6%
166 NOK NOKIA CORP Technology 4,900.0 $61K 0.04% $12.44 -17.9%
167 IVV ISHARES TR 80.0 $61K 0.04% $758.11 +2.0%
168 VZ VERIZON COMMUNICATIONS INC Communication Services 1,421.0 $60K 0.04% $42.12 +18.9%
169 NEE NEXTERA ENERGY INC Utilities 680.0 $60K 0.04% $87.96 -7.0%
170 VO VANGUARD INDEX FDS 720.0 $58K 0.04% +524.0 +267.4% $80.94 +1.9%
171 FTV FORTIVE CORP Technology 931.0 $58K 0.04% $62.20 -4.0%
172 RJF RAYMOND JAMES FINL INC Financial Services 342.0 $57K 0.04% $168.12 +6.7%
173 DOV DOVER CORP Industrials 260.0 $56K 0.04% $215.33 -7.7%
174 MDT MEDTRONIC PLC Healthcare 665.0 $56K 0.04% $83.87 +8.8%
175 XLF SELECT SECTOR SPDR TR 975.0 $54K 0.04% $55.71 +4.3%
176 EFV ISHARES TR 692.0 $54K 0.04% $78.39 +4.3%
177 VEU VANGUARD INTL EQUITY INDEX F 644.0 $54K 0.04% $83.50 +2.3%
178 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 77.0 $53K 0.04% $689.83 +0.1%
179 TFC TRUIST FINL CORP Financial Services 1,010.0 $52K 0.04% $51.67 -2.4%
180 VXUS VANGUARD STAR FDS 570.0 $49K 0.03% $85.34 +2.6%
Page 9 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%