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CIK: 0002095216
Total reported value
$147.5M
$147.5M
256 檔
28.6%
During the Q4 2025 filing period, Dorato Capital Management (CIK: 0002095216) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $147.5M across 256 reported positions.
During Q4 2025, Dorato Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AFL | Aflac Inc | Stock-Financials | 15.66% | -0.16% | — | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.03% | -0.43% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.40% | -0.01% | — | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.19% | +0.15% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.39% | +0.21% | — | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.20% | +0.08% | — | |
| 7 | PHM | Pultegroup Inc | Stock-Consumer Disc | 2.20% | -0.10% | — | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.88% | +0.06% | — | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.81% | +0.11% | — | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.77% | +0.05% | — | |
| 11 | GD | General Dynamics CORP | Stock-Industrials | 1.74% | -0.03% | — | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.66% | +0.60% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.06% | — | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.54% | +0.33% | — | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.48% | -0.14% | — | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | -0.12% | — | |
| 17 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.35% | -0.28% | — | |
| 18 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.26% | +0.19% | — | |
| 19 | CVS | Cvs Health CORP | Stock-Healthcare | 1.25% | +0.31% | — | |
| 20 | DUSA | Davis Select US Equity ETF | ETF-Other | 1.20% | +0.01% | — | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.18% | -0.05% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | +0.02% | — | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | +0.09% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.02% | — | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.19% | — | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 1.00% | -0.09% | — | |
| 27 | KLAC | Kla CORP | Stock-Tech | 0.89% | +0.01% | — | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.83% | +0.02% | — | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | +0.05% | — | |
| 30 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.76% | -0.21% | — | |
| 31 | VAW | Vanguard Materials ETF | ETF-Other | 0.72% | -0.09% | — | |
| 32 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.70% | -0.08% | — | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.70% | +0.54% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.06% | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.12% | — | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.64% | -0.18% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.03% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.11% | — | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.61% | -0.01% | — | |
| 40 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.58% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.56% | +0.09% | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.04% | — | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.50% | +0.01% | — | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.13% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.02% | — | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.48% | -0.07% | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.47% | -0.02% | — | |
| 48 | BALL | Ball CORP | Stock-Consumer Disc | 0.46% | -0.04% | — | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.44% | -0.07% | — | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | +0.15% | — |
According to official SEC Form 13F filings, Dorato Capital Management reported a total U.S. public equity portfolio value of $147.5M across 256 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AFL, SCHP, SCHD) accounted for 28.6% of total reported equity market value during Q4 2025.
During Q4 2025, Dorato Capital Management's top holdings by market value included AFL (15.7%)、SCHP (5.0%)、SCHD (4.4%). The largest single position, AFL, represented 15.7% of total portfolio value.
In Q4 2025, Dorato Capital Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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