Dorato Capital Management Portfolio Stock Holdings

Dorato Capital Management disclosed 254 stock positions valued at approximately $135.5 million in its latest SEC 13F filing. The largest holdings include AFLAC INC, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.

Report Period
March 31, 2026
No. of Stocks
254
Portfolio Value
$135.5M
Holdings by Sector
Dorato Capital Management Portfolio Holdings in Q1 2026

252 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AFLAC INCAFLFinancial Services15.63%187,373-2,000-1.06%$21,173,101
SCHWAB STRATEGIC TRSCHPOther5.24%265,696+13,826+5.49%$7,094,082
SCHWAB STRATEGIC TRSCHDOther4.67%205,070+3,101+1.54%$6,328,460
SCHWAB STRATEGIC TRSCHXOther3.97%201,785-2,883-1.41%$5,377,571
SCHWAB STRATEGIC TRSCHFOther2.28%118,143+772+0.66%$3,092,979
INVESCO QQQ TRQQQOther2.18%4,880-267-5.19%$2,957,779
PULTE GROUP INCPHMConsumer Cyclical2.00%22,460+70+0.31%$2,705,083
SCHWAB STRATEGIC TRSCHBOther1.87%97,061+3,351+3.58%$2,535,234
CISCO SYS INCCSCOTechnology1.84%29,790+115+0.39%$2,493,457
APPLIED MATLS INCAMATTechnology1.79%6,283-505-7.44%$2,423,642
SCHWAB STRATEGIC TRSCHAOther1.77%78,508-1,344-1.68%$2,401,560
SCHWAB STRATEGIC TRSCHMOther1.76%73,359-821-1.11%$2,380,500
JOHNSON & JOHNSONJNJHealthcare1.68%9,408--$2,270,151
GENERAL DYNAMICS CORPGDIndustrials1.64%6,335--$2,217,377
SCHWAB STRATEGIC TRSCHZOther1.53%89,164+5,363+6.40%$2,073,056
MERCK & CO INCMRKHealthcare1.49%16,370+70+0.43%$2,016,457
HASBRO INCHASConsumer Cyclical1.47%21,218+95+0.45%$1,991,310
CVS HEALTH CORPCVSHealthcare1.33%22,875+1,910+9.11%$1,802,322
AMGEN INCAMGNHealthcare1.25%4,824+25+0.52%$1,687,484
DAVIS FUNDAMENTAL ETF TRDUSAOther1.19%30,837-113-0.37%$1,617,401
UNION PAC CORPUNPIndustrials1.15%6,234+35+0.56%$1,552,952
SMUCKER J M COSJMConsumer Defensive1.12%16,121--$1,511,989
ISHARES TRMUBOther1.08%13,710+1,394+11.32%$1,463,680
WALMART INCWMTConsumer Defensive1.06%11,278-195-1.70%$1,435,239
JPMORGAN CHASE & COJPMFinancial Services1.05%4,620-32-0.69%$1,422,822
KLA CORPKLACTechnology1.02%824--$1,378,009
MICROSOFT CORPMSFTTechnology0.85%3,086+25+0.82%$1,155,183
INTEL CORPINTCTechnology0.83%19,117--$1,126,948
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.80%2,992+25+0.84%$1,083,015
SHERWIN WILLIAMS COSHWBasic Materials0.78%3,153+25+0.80%$1,058,385
RESTAURANT BRANDS INTL INCQSRConsumer Cyclical0.77%13,435+79+0.59%$1,042,019
BANK AMERICA CORPBACFinancial Services0.76%19,957--$1,035,370
VANGUARD WORLD FDVAWOther0.73%4,243--$995,663
MCDONALDS CORPMCDConsumer Cyclical0.66%2,924--$897,785
NORTHROP GRUMMAN CORPNOCIndustrials0.66%1,305--$897,149
PEPSICO INCPEPConsumer Defensive0.64%5,604+55+0.99%$867,449
ABBVIE INCABBVHealthcare0.64%4,099-27-0.65%$867,308
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.58%1,646--$789,669
CARDINAL HEALTH INCCAHHealthcare0.56%3,537-52-1.45%$760,915
3M COMMMIndustrials0.52%4,755--$709,304
CHURCH & DWIGHT CO INCCHDConsumer Defensive0.52%7,423+60+0.81%$699,247
VANGUARD WORLD FDVGTOther0.51%941-47-4.76%$695,494
BALL CORPBALLConsumer Cyclical0.51%11,117+145+1.32%$690,366
TEXAS INSTRS INCTXNTechnology0.48%3,098+50+1.64%$647,173
MARRIOTT INTL INC NEWMARConsumer Cyclical0.46%1,793+245+15.83%$625,004
FMC CORPFMCBasic Materials0.45%34,387-535-1.53%$613,465
SHELL PLCSHELEnergy0.45%6,612--$608,371
MCKESSON CORPMCKHealthcare0.45%695-15-2.11%$605,471
UNITEDHEALTH GROUP INCUNHHealthcare0.44%1,964--$600,945
SCHWAB STRATEGIC TRSCHHOther0.44%26,855-439-1.61%$599,941
WELLS FARGO & COWFCFinancial Services0.44%7,085--$599,817
ALPHABET INCGOOGLCommunication Services0.43%1,853-69-3.59%$587,840
METLIFE INCMETFinancial Services0.42%7,731+650+9.18%$574,723
PNC FINL SVCS GROUP INCPNCFinancial Services0.42%2,588--$571,327
INTERNATIONAL BUSINESS MACHSIBMTechnology0.42%2,344-17-0.72%$566,639
TE CONNECTIVITY PLCTELOther0.41%2,516+45+1.82%$561,144
ILLINOIS TOOL WKS INCITWIndustrials0.41%2,065--$556,539
PACKAGING CORP AMERPKGConsumer Cyclical0.40%2,581--$544,721
MONDELEZ INTL INCMDLZConsumer Defensive0.40%9,145--$538,001
VANECK ETF TRUSTMOATOther0.39%5,370-98-1.79%$529,482
RIO TINTO PLCRIOBasic Materials0.39%5,331+100+1.91%$524,837
OMNICOM GROUP INCOMCCommunication Services0.38%6,723+110+1.66%$516,798
TRANE TECHNOLOGIES PLCTTOther0.38%1,142--$513,356
SONY GROUP CORPSONYTechnology0.36%23,074+249+1.09%$493,323
LOCKHEED MARTIN CORPLMTIndustrials0.36%780--$490,230
BECTON DICKINSON & COBDXHealthcare0.36%3,092+31+1.01%$485,723
PACCAR INCPCARIndustrials0.35%3,801+75+2.01%$472,047
AMERIPRISE FINL INCAMPFinancial Services0.35%1,035--$468,959
HEWLETT PACKARD ENTERPRISE CHPETechnology0.32%17,259--$431,130
CONOCOPHILLIPSCOPEnergy0.30%3,281--$410,848
DANAHER CORP DELDHRHealthcare0.30%2,085--$409,065
AUTOMATIC DATA PROCESSING INADPTechnology0.30%2,033--$408,186
TOYOTA MOTOR CORPTMConsumer Cyclical0.30%1,884--$405,060
DISNEY WALT CODISCommunication Services0.29%3,951+1+0.03%$391,899
DEERE & CODEIndustrials0.28%625-20-3.10%$380,825
ISHARES TRTIPOther0.28%3,384--$375,320
FISERV INCFITechnology0.27%6,477--$366,793
NORFOLK SOUTHN CORPNSCIndustrials0.27%1,222--$359,391
CARLISLE COS INCCSLIndustrials0.26%1,037--$356,573
EXXON MOBIL CORPXOMEnergy0.26%2,256--$352,483
PRUDENTIAL FINL INCPRUFinancial Services0.26%3,583--$346,297
CHUBB LTD SWITZCBFinancial Services0.25%1,033--$343,618
ISHARES TROEFOther0.25%1,012--$334,112
MICROCHIP TECHNOLOGY INC.MCHPTechnology0.24%4,673--$330,522
NOVARTIS AGNVSHealthcare0.24%2,104--$324,900
VANGUARD WORLD FDVPUOther0.24%1,595--$322,334
PROCTER & GAMBLE COPGConsumer Defensive0.24%2,199--$318,636
ABBOTT LABORATORIESABTHealthcare0.23%3,034--$314,202
HORMEL FOODS CORPHRLConsumer Defensive0.22%14,079--$304,670
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.22%295--$303,930
VANGUARD BD INDEX FDSBNDOther0.22%4,113-40-0.96%$303,211
ALPHABET INCGOOGCommunication Services0.21%900--$283,266
APA CORPORATIONAPAEnergy0.20%7,120--$275,900
LOWES COS INCLOWConsumer Cyclical0.19%1,037--$252,676
BANK NEW YORK MELLON CORPBKFinancial Services0.18%1,950--$249,483
VANGUARD INDEX FDSVTIOther0.18%735--$245,270
AMERICAN EXPRESS COAXPFinancial Services0.18%760+25+3.40%$240,419
OWENS CORNING NEWOCIndustrials0.18%2,100--$237,111
BOEING COBAIndustrials0.17%1,042--$226,841
ALLEGION PLCG0176J109Other0.17%1,565+220+16.36%$226,127