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Dorato Capital Management 13F holdings

Filed 2026-07-13 · Dorato Capital Management · 254 positions · $147.5M

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TickerCompanySharesValue% of portfolio
AFLAFLAC INC187.2K$22.8M15.5%
SCHPSCHWAB STRATEGIC TR270.2K$7.1M4.8%
SCHDSCHWAB STRATEGIC TR212.1K$6.9M4.7%
SCHXSCHWAB STRATEGIC TR204.3K$6.1M4.1%
CSCOCISCO SYS INC29.7K$3.6M2.4%
QQQINVESCO QQQ TR4.9K$3.5M2.4%
SCHFSCHWAB STRATEGIC TR126.3K$3.5M2.4%
AMATAPPLIED MATLS INC5.2K$3.1M2.1%
SCHBSCHWAB STRATEGIC TR97.4K$2.8M1.9%
PHMPULTE GROUP INC22.5K$2.8M1.9%
SCHASCHWAB STRATEGIC TR79.3K$2.8M1.9%
SCHMSCHWAB STRATEGIC TR74.4K$2.7M1.8%
CVSCVS HEALTH CORP23.2K$2.4M1.6%
JNJJOHNSON & JOHNSON9.3K$2.4M1.6%
GDGENERAL DYNAMICS CORP6.3K$2.4M1.6%
SCHZSCHWAB STRATEGIC TR89.2K$2.0M1.4%
MRKMERCK & CO INC16.4K$2.0M1.4%
INTCINTEL CORP18.4K$2.0M1.4%
SJMSMUCKER J M CO17.4K$1.9M1.3%
UNPUNION PAC CORP6.3K$1.8M1.2%
DUSADAVIS FUNDAMENTAL ETF TR30.8K$1.8M1.2%
AMGNAMGEN INC4.9K$1.8M1.2%
HASHASBRO INC22.2K$1.7M1.2%
JPMJPMORGAN CHASE & CO4.7K$1.6M1.1%
KLACKLA CORP6.5K$1.5M1.0%
MUBISHARES TR13.7K$1.5M1.0%
WMTWALMART INC11.3K$1.3M0.9%
MSFTMICROSOFT CORP3.2K$1.2M0.8%
BACBANK OF AMER CORP20.0K$1.2M0.8%
SHWSHERWIN WILLIAMS CO3.5K$1.2M0.8%
ABBVABBVIE INC4.1K$1.0M0.7%
QSRRESTAURANT BRANDS INTL INC13.4K$1.0M0.7%
VAWVANGUARD WORLD FD4.2K$957,2970.6%
TXNTEXAS INSTRS INC3.0K$921,9220.6%
VGTVANGUARD WORLD FD7.5K$881,8220.6%
LHXL3HARRIS TECHNOLOGIES INC3.0K$869,9840.6%
UNHUNITEDHEALTH GROUP INC2.0K$833,9540.6%
CAHCARDINAL HEALTH INC3.5K$830,4880.6%
BRK-BBERKSHIRE HATHAWAY INC DEL1.7K$816,1030.6%
MCDMCDONALDS CORP2.9K$803,0480.5%
CHDCHURCH & DWIGHT CO INC8.1K$779,3600.5%
PEPPEPSICO INC5.6K$774,7140.5%
MMM3M CO4.8K$749,0080.5%
METMETLIFE INC7.7K$708,5470.5%
NOCNORTHROP GRUMMAN CORP1.3K$704,2180.5%
BALLBALL CORP11.3K$700,1820.5%
MARMARRIOTT INTL INC NEW1.8K$674,3660.5%
IBMINTERNATIONAL BUSINESS MACHS2.3K$674,0410.5%
GOOGLALPHABET INC1.9K$661,7740.4%
HPEHEWLETT PACKARD ENTERPRISE C13.6K$658,1540.4%
PNCPNC FINL SVCS GROUP INC2.6K$651,9440.4%
SCHHSCHWAB STRATEGIC TR27.0K$644,9110.4%
—TE CONNECTIVITY PLC3.2K$631,5350.4%
WFCWELLS FARGO & CO7.1K$617,5290.4%
PKGPACKAGING CORP AMER2.6K$590,4560.4%
ITWILLINOIS TOOL WKS INC2.2K$587,3500.4%
MCKMCKESSON CORP695$560,1430.4%
OMCOMNICOM GROUP INC6.8K$559,4190.4%
MOATVANECK ETF TRUST5.3K$558,3970.4%
SHELSHELL PLC6.7K$549,0500.4%
Top Fund Holdings
13F
Top Fund Holdings

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