Dorato Capital Management Portfolio Stock Holdings

According to the SEC 13F filed on July 13, 2026, Dorato Capital Management disclosed 254 stock positions valued at approximately $147.46M as of quarter-end June 30, 2026. The largest holdings include AFLAC INC, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.

Report Period
June 30, 2026
No. of Stocks
254
Portfolio Value
$147.46M
Holdings by Sector
Dorato Capital Management Portfolio Holdings in Q2 2026

249 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AFLAC INCAFLFinancial Services15.47%187,171-202-0.11%$22,817,969
SCHWAB STRATEGIC TRSCHPOther4.81%270,159+4,463+1.68%$7,086,273
SCHWAB STRATEGIC TRSCHDOther4.66%212,142+7,072+3.45%$6,873,386
SCHWAB STRATEGIC TRSCHXOther4.12%204,325+2,540+1.26%$6,076,627
CISCO SYS INCCSCOTechnology2.44%29,673-117-0.39%$3,599,687
INVESCO QQQ TRQQQOther2.39%4,854-26-0.53%$3,521,771
SCHWAB STRATEGIC TRSCHFOther2.36%126,300+8,157+6.90%$3,479,560
APPLIED MATLS INCAMATTechnology2.12%5,178-1,105-17.59%$3,119,999
SCHWAB STRATEGIC TRSCHBOther1.93%97,361+300+0.31%$2,840,994
PULTE GROUP INCPHMConsumer Cyclical1.90%22,460--$2,801,885
SCHWAB STRATEGIC TRSCHAOther1.88%79,322+814+1.04%$2,769,132
SCHWAB STRATEGIC TRSCHMOther1.81%74,355+996+1.36%$2,662,653
CVS HEALTH CORPCVSHealthcare1.64%23,227+352+1.54%$2,419,093
JOHNSON & JOHNSONJNJHealthcare1.62%9,277-131-1.39%$2,384,004
GENERAL DYNAMICS CORPGDIndustrials1.61%6,335--$2,376,006
SCHWAB STRATEGIC TRSCHZOther1.39%89,164--$2,044,524
MERCK & CO INCMRKHealthcare1.37%16,370--$2,022,350
INTEL CORPINTCTechnology1.37%18,382-735-3.84%$2,019,079
SMUCKER J M COSJMConsumer Defensive1.31%17,357+1,236+7.67%$1,937,042
UNION PAC CORPUNPIndustrials1.23%6,346+112+1.80%$1,821,049
DAVIS FUNDAMENTAL ETF TRDUSAOther1.20%30,837--$1,770,661
AMGEN INCAMGNHealthcare1.20%4,861+37+0.77%$1,766,439
HASBRO INCHASConsumer Cyclical1.19%22,152+934+4.40%$1,749,122
JPMORGAN CHASE & COJPMFinancial Services1.07%4,686+66+1.43%$1,576,699
KLA CORPKLACTechnology1.03%6,535+5,711+693.08%$1,512,984
ISHARES TRMUBOther0.99%13,710--$1,467,108
WALMART INCWMTConsumer Defensive0.87%11,278--$1,284,565
MICROSOFT CORPMSFTTechnology0.83%3,197+111+3.60%$1,231,165
BANK OF AMER CORPBACFinancial Services0.81%19,957--$1,190,835
SHERWIN WILLIAMS COSHWBasic Materials0.80%3,516+363+11.51%$1,174,326
ABBVIE INCABBVHealthcare0.70%4,149+50+1.22%$1,029,284
RESTAURANT BRANDS INTL INCQSRConsumer Cyclical0.69%13,436+1+0.01%$1,011,194
VANGUARD WORLD FDVAWOther0.65%4,222-21-0.49%$957,297
TEXAS INSTRS INCTXNTechnology0.63%2,960-138-4.45%$921,922
VANGUARD WORLD FDVGTOther0.60%7,468+6,527+693.62%$881,822
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.59%2,992--$869,984
UNITEDHEALTH GROUP INCUNHHealthcare0.57%1,964--$833,954
CARDINAL HEALTH INCCAHHealthcare0.56%3,522-15-0.42%$830,488
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.55%1,653+7+0.43%$816,103
MCDONALDS CORPMCDConsumer Cyclical0.54%2,924--$803,048
CHURCH & DWIGHT CO INCCHDConsumer Defensive0.53%8,088+665+8.96%$779,360
PEPSICO INCPEPConsumer Defensive0.53%5,639+35+0.62%$774,714
3M COMMMIndustrials0.51%4,755--$749,008
METLIFE INCMETFinancial Services0.48%7,731--$708,547
NORTHROP GRUMMAN CORPNOCIndustrials0.48%1,305--$704,218
BALL CORPBALLConsumer Cyclical0.47%11,350+233+2.10%$700,182
MARRIOTT INTL INC NEWMARConsumer Cyclical0.46%1,793--$674,366
INTERNATIONAL BUSINESS MACHSIBMTechnology0.46%2,344--$674,041
ALPHABET INCGOOGLCommunication Services0.45%1,853--$661,774
HEWLETT PACKARD ENTERPRISE CHPETechnology0.45%13,559-3,700-21.44%$658,154
PNC FINL SVCS GROUP INCPNCFinancial Services0.44%2,588--$651,944
SCHWAB STRATEGIC TRSCHHOther0.44%26,995+140+0.52%$644,911
TE CONNECTIVITY PLCTELOther0.43%3,152+636+25.28%$631,535
WELLS FARGO & COWFCFinancial Services0.42%7,085--$617,529
PACKAGING CORP AMERPKGConsumer Cyclical0.40%2,581--$590,456
ILLINOIS TOOL WKS INCITWIndustrials0.40%2,185+120+5.81%$587,350
MCKESSON CORPMCKHealthcare0.38%695--$560,143
OMNICOM GROUP INCOMCCommunication Services0.38%6,828+105+1.56%$559,419
VANECK ETF TRUSTMOATOther0.38%5,255-115-2.14%$558,397
SHELL PLCSHELEnergy0.37%6,677+65+0.98%$549,050
TRANE TECHNOLOGIES PLCTTOther0.37%1,142--$547,882
MONDELEZ INTL INCMDLZConsumer Defensive0.36%9,145--$538,001
AMERIPRISE FINL INCAMPFinancial Services0.36%1,035--$524,497
SONY GROUP CORPSONYTechnology0.34%23,974+900+3.90%$499,858
AUTOMATIC DATA PROCESSING INADPTechnology0.34%2,063+30+1.48%$499,081
RIO TINTO PLCRIOBasic Materials0.33%5,331--$482,669
PACCAR INCPCARIndustrials0.32%3,801--$473,491
DANAHER CORP DELDHRHealthcare0.29%2,125+40+1.92%$422,991
BECTON DICKINSON & COBDXHealthcare0.29%2,775-317-10.25%$421,634
MICROCHIP TECHNOLOGY INC.MCHPTechnology0.28%4,673--$413,982
PRUDENTIAL FINL INCPRUFinancial Services0.28%3,583--$413,371
LOCKHEED MARTIN CORPLMTIndustrials0.28%780--$408,112
NORFOLK SOUTHN CORPNSCIndustrials0.27%1,222--$400,169
HORMEL FOODS CORPHRLConsumer Defensive0.26%15,766+1,687+11.98%$389,894
ROPER TECHNOLOGIES INCROPTechnology0.26%1,095+1,062+3218.18%$389,711
CONOCOPHILLIPSCOPEnergy0.26%3,531+250+7.62%$385,022
DISNEY WALT CODISCommunication Services0.26%3,951--$377,832
ISHARES TROEFOther0.26%1,012--$376,778
DEERE & CODEIndustrials0.25%625--$366,788
ISHARES TRTIPOther0.25%3,384--$365,912
CHUBB LIMITEDCBFinancial Services0.24%1,033--$359,309
ALPHABET INCGOOGCommunication Services0.24%980+80+8.89%$347,930
CARLISLE COS INCCSLIndustrials0.23%1,037--$342,304
TOYOTA MOTOR CORPTMConsumer Cyclical0.23%1,884--$332,432
PROCTER & GAMBLE COPGConsumer Defensive0.22%2,245+46+2.09%$330,105
NOVARTIS AGNVSHealthcare0.22%2,104--$324,122
FISERV INCFITechnology0.22%6,285-192-2.96%$317,079
VANGUARD WORLD FDVPUOther0.21%1,595--$312,892
EXXON MOBIL CORPXOMEnergy0.21%2,236-20-0.89%$310,581
OWENS CORNING NEWOCIndustrials0.20%2,100--$301,035
VANGUARD BD INDEX FDSBNDOther0.20%4,113--$299,304
BANK OF NY MELLON CORPBKFinancial Services0.20%1,950--$296,244
WATERS CORPWATHealthcare0.20%786+340+76.23%$295,874
FMC CORPFMCBasic Materials0.20%27,084-7,303-21.24%$295,487
ABBOTT LABORATORIESABTHealthcare0.19%3,034--$284,984
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.18%295--$270,294
VANGUARD INDEX FDSVTIOther0.18%718-17-2.31%$267,592
AMERICAN EXPRESS COAXPFinancial Services0.18%760--$266,441
ALLEGION PLCG0176J109Other0.17%1,865+300+19.17%$254,815
GOLDMAN SACHS GROUP INCGSFinancial Services0.17%235--$247,968