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Dorato Capital Management - Portfolio Stock Holdings

Dorato Capital Management disclosed 256 stock positions in a recent SEC 13F filing. $147,433,092 of stock holdings were filed, with the largest holdings including AFL, SCHP, and SCHD. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $138,742,554 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

256

Est. Stock Holding Value:

$147,433,092

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Dorato Capital Management

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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