Dorato Capital Management
Latest statistics and disclosures from Dorato Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AFL, SCHP, SCHD, SCHX, SCHF, and represent 31.79% of Dorato Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SCHP, CVS, MUB, WAT, SCHZ, SCHD, SCHB, MAR, MET, ALLE.
- Started 5 new stock positions in YUM, WAT, ACN, J, VSNT.
- Reduced shares in these 10 stocks: AFL, AMAT, QQQ, SCHX, CLX, SCHA, VGT, SCHM, WMT, ICVT.
- Sold out of its positions in ALB, CLX, Comerica Incorporated, AJG, MSM, SOLS, MICC.
- Dorato Capital Management was a net buyer of stock by $443k.
- Dorato Capital Management has $136M in assets under management (AUM), dropping by 1.64%.
- Central Index Key (CIK): 0002095216
Tip: Access up to 7 years of quarterly data
Positions held by Dorato Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Dorato Capital Management
Dorato Capital Management holds 254 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| AFLAC Incorporated (AFL) | 15.6 | $21M | 187k | 113.00 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.2 | $7.1M | +5% | 266k | 26.70 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.7 | $6.3M | 205k | 30.86 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.0 | $5.4M | 202k | 26.65 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.3 | $3.1M | 118k | 26.18 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $3.0M | -5% | 4.9k | 606.10 |
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| Pulte (PHM) | 2.0 | $2.7M | 23k | 120.44 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.9 | $2.5M | +3% | 97k | 26.12 |
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| Cisco Systems (CSCO) | 1.8 | $2.5M | 30k | 83.70 |
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| Applied Materials (AMAT) | 1.8 | $2.4M | -7% | 6.3k | 385.75 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.8 | $2.4M | 79k | 30.59 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $2.4M | 73k | 32.45 |
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| Johnson & Johnson (JNJ) | 1.7 | $2.3M | 9.4k | 241.30 |
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| General Dynamics Corporation (GD) | 1.6 | $2.2M | 6.3k | 350.02 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.5 | $2.1M | +6% | 89k | 23.25 |
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| Merck & Co (MRK) | 1.5 | $2.0M | 16k | 123.18 |
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| Hasbro (HAS) | 1.5 | $2.0M | 21k | 93.85 |
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| CVS Caremark Corporation (CVS) | 1.3 | $1.8M | +9% | 23k | 78.79 |
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| Amgen (AMGN) | 1.2 | $1.7M | 4.8k | 349.81 |
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| Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 1.2 | $1.6M | 31k | 52.45 |
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| Union Pacific Corporation (UNP) | 1.1 | $1.6M | 6.2k | 249.11 |
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| Smucker J M Com New (SJM) | 1.1 | $1.5M | 16k | 93.79 |
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| Ishares Tr National Mun Etf (MUB) | 1.1 | $1.5M | +11% | 14k | 106.76 |
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| Wal-Mart Stores (WMT) | 1.1 | $1.4M | 11k | 127.26 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $1.4M | 4.6k | 307.97 |
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| Kla Corp Com New (KLAC) | 1.0 | $1.4M | 824.00 | 1672.34 |
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| Microsoft Corporation (MSFT) | 0.9 | $1.2M | 3.1k | 374.33 |
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| Intel Corporation (INTC) | 0.8 | $1.1M | 19k | 58.95 |
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| L3harris Technologies (LHX) | 0.8 | $1.1M | 3.0k | 361.97 |
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| Sherwin-Williams Company (SHW) | 0.8 | $1.1M | 3.2k | 335.68 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.8 | $1.0M | 13k | 77.56 |
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| Bank of America Corporation (BAC) | 0.8 | $1.0M | 20k | 51.88 |
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| Vanguard World Materials Etf (VAW) | 0.7 | $996k | 4.2k | 234.66 |
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| McDonald's Corporation (MCD) | 0.7 | $898k | 2.9k | 307.04 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $897k | 1.3k | 687.47 |
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| Pepsi (PEP) | 0.6 | $867k | 5.6k | 154.79 |
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| Abbvie (ABBV) | 0.6 | $867k | 4.1k | 211.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $790k | 1.6k | 479.75 |
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| Cardinal Health (CAH) | 0.6 | $761k | 3.5k | 215.13 |
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| 3M Company (MMM) | 0.5 | $709k | 4.8k | 149.17 |
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| Church & Dwight (CHD) | 0.5 | $699k | 7.4k | 94.20 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $696k | -4% | 941.00 | 739.10 |
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| Ball Corporation (BALL) | 0.5 | $690k | 11k | 62.10 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $647k | 3.1k | 208.90 |
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| Marriott Intl Cl A (MAR) | 0.5 | $625k | +15% | 1.8k | 348.58 |
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| Fmc Corp Com New (FMC) | 0.5 | $614k | 34k | 17.84 |
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| Shell Spon Ads (SHEL) | 0.4 | $608k | 6.6k | 92.01 |
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| McKesson Corporation (MCK) | 0.4 | $606k | -2% | 695.00 | 871.18 |
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| UnitedHealth (UNH) | 0.4 | $601k | 2.0k | 305.98 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $600k | 27k | 22.34 |
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| Wells Fargo & Company (WFC) | 0.4 | $600k | 7.1k | 84.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $588k | -3% | 1.9k | 317.24 |
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| MetLife (MET) | 0.4 | $575k | +9% | 7.7k | 74.34 |
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| PNC Financial Services (PNC) | 0.4 | $571k | 2.6k | 220.76 |
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| International Business Machines (IBM) | 0.4 | $567k | 2.3k | 241.74 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $561k | 2.5k | 223.03 |
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| Illinois Tool Works (ITW) | 0.4 | $557k | 2.1k | 269.51 |
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| Packaging Corporation of America (PKG) | 0.4 | $545k | 2.6k | 211.05 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $538k | 9.1k | 58.83 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $530k | 5.4k | 98.60 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $525k | 5.3k | 98.45 |
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| Omni (OMC) | 0.4 | $517k | 6.7k | 76.87 |
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| Trane Technologies SHS (TT) | 0.4 | $513k | 1.1k | 449.52 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $493k | 23k | 21.38 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $490k | 780.00 | 628.50 |
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| Becton, Dickinson and (BDX) | 0.4 | $486k | 3.1k | 157.09 |
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| Paccar (PCAR) | 0.3 | $472k | +2% | 3.8k | 124.19 |
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| Ameriprise Financial (AMP) | 0.3 | $469k | 1.0k | 453.10 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $431k | 17k | 24.98 |
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| ConocoPhillips (COP) | 0.3 | $411k | 3.3k | 125.22 |
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| Danaher Corporation (DHR) | 0.3 | $409k | 2.1k | 196.19 |
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| Automatic Data Processing (ADP) | 0.3 | $408k | 2.0k | 200.78 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $405k | 1.9k | 215.00 |
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| Walt Disney Company (DIS) | 0.3 | $392k | 4.0k | 99.19 |
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| Deere & Company (DE) | 0.3 | $381k | -3% | 625.00 | 609.32 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $375k | 3.4k | 110.91 |
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| Fiserv (FISV) | 0.3 | $367k | 6.5k | 56.63 |
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| Norfolk Southern (NSC) | 0.3 | $359k | 1.2k | 294.10 |
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| Carlisle Companies (CSL) | 0.3 | $357k | 1.0k | 343.85 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $353k | 2.3k | 156.24 |
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| Prudential Financial (PRU) | 0.3 | $346k | 3.6k | 96.65 |
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| Chubb (CB) | 0.3 | $344k | 1.0k | 332.64 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $334k | 1.0k | 330.15 |
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| Microchip Technology (MCHP) | 0.2 | $331k | 4.7k | 70.73 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $325k | 2.1k | 154.42 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $322k | 1.6k | 202.09 |
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| Procter & Gamble Company (PG) | 0.2 | $319k | 2.2k | 144.90 |
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| Abbott Laboratories (ABT) | 0.2 | $314k | 3.0k | 103.56 |
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| Hormel Foods Corporation (HRL) | 0.2 | $305k | 14k | 21.64 |
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| Costco Wholesale Corporation (COST) | 0.2 | $304k | 295.00 | 1030.27 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $303k | 4.1k | 73.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $283k | 900.00 | 314.74 |
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| Apa Corporation (APA) | 0.2 | $276k | 7.1k | 38.75 |
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| Lowe's Companies (LOW) | 0.2 | $253k | 1.0k | 243.66 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $250k | 2.0k | 127.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $245k | 735.00 | 333.70 |
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| American Express Company (AXP) | 0.2 | $240k | +3% | 760.00 | 316.34 |
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| Owens Corning (OC) | 0.2 | $237k | 2.1k | 112.91 |
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| Boeing Company (BA) | 0.2 | $227k | 1.0k | 217.70 |
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| Allegion Ord Shs (ALLE) | 0.2 | $226k | +16% | 1.6k | 144.49 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $220k | 4.4k | 50.51 |
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| Republic Services (RSG) | 0.2 | $214k | 990.00 | 216.51 |
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| Goldman Sachs (GS) | 0.2 | $213k | 235.00 | 905.75 |
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| SYSCO Corporation (SYY) | 0.2 | $212k | 2.8k | 75.15 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $210k | 566.00 | 370.73 |
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| Honeywell International (HON) | 0.2 | $206k | 885.00 | 232.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $192k | 309.00 | 621.34 |
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| Amazon (AMZN) | 0.1 | $181k | 817.00 | 221.25 |
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| Ingersoll Rand (IR) | 0.1 | $177k | 2.1k | 84.67 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $176k | -11% | 1.6k | 107.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $175k | 789.00 | 221.94 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $175k | 5.1k | 34.42 |
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| Stryker Corporation (SYK) | 0.1 | $173k | 510.00 | 340.01 |
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| Intuit (INTU) | 0.1 | $173k | 443.00 | 389.51 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $171k | -6% | 466.00 | 365.90 |
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| Hp (HPQ) | 0.1 | $170k | 9.0k | 18.89 |
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| Target Corporation (TGT) | 0.1 | $168k | -10% | 1.4k | 123.12 |
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| Alliant Energy Corporation (LNT) | 0.1 | $166k | 2.3k | 72.99 |
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| TJX Companies (TJX) | 0.1 | $162k | 1.0k | 161.64 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $160k | 236.00 | 676.01 |
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| Qualcomm (QCOM) | 0.1 | $158k | 1.2k | 127.51 |
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| Apple (AAPL) | 0.1 | $156k | 603.00 | 258.70 |
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| Regions Financial Corporation (RF) | 0.1 | $156k | 5.7k | 27.47 |
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| Emerson Electric (EMR) | 0.1 | $153k | 1.1k | 142.66 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $153k | 1.7k | 90.47 |
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| Rollins (ROL) | 0.1 | $150k | 2.7k | 54.70 |
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| Fidelity National Information Services (FIS) | 0.1 | $149k | 3.2k | 47.01 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $146k | 5.9k | 24.88 |
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| Kroger (KR) | 0.1 | $146k | 2.1k | 70.96 |
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| Chevron Corporation (CVX) | 0.1 | $145k | 754.00 | 192.79 |
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| Colgate-Palmolive Company (CL) | 0.1 | $145k | 1.7k | 85.55 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $143k | 1.1k | 132.70 |
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| Waters Corporation (WAT) | 0.1 | $142k | NEW | 446.00 | 318.53 |
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| Home Depot (HD) | 0.1 | $141k | 420.00 | 336.16 |
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| AmerisourceBergen (COR) | 0.1 | $132k | 407.00 | 324.93 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $130k | 656.00 | 198.43 |
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| Altria (MO) | 0.1 | $120k | 1.8k | 66.80 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $110k | 353.00 | 310.52 |
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| Nucor Corporation (NUE) | 0.1 | $104k | 569.00 | 182.16 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $101k | 200.00 | 507.12 |
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| Southern Company (SO) | 0.1 | $98k | 1.0k | 97.17 |
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| Williams-Sonoma (WSM) | 0.1 | $98k | 520.00 | 187.53 |
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| Xcel Energy (XEL) | 0.1 | $91k | 1.1k | 81.46 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $86k | 3.1k | 27.96 |
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| Gilead Sciences (GILD) | 0.1 | $80k | 565.00 | 141.54 |
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| Unilever Spon Adr New (UL) | 0.1 | $79k | 1.4k | 58.25 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $78k | 1.3k | 58.05 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $77k | 750.00 | 103.12 |
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| S&p Global (SPGI) | 0.1 | $77k | 176.00 | 436.96 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $77k | 969.00 | 79.24 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $74k | 748.00 | 99.43 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $74k | 300.00 | 246.49 |
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| Manulife Finl Corp (MFC) | 0.1 | $73k | 2.0k | 36.51 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $72k | 1.9k | 37.11 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $71k | -4% | 1.4k | 49.60 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $70k | 978.00 | 72.02 |
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| Verizon Communications (VZ) | 0.1 | $68k | 1.4k | 48.04 |
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| Brown & Brown (BRO) | 0.0 | $66k | 980.00 | 67.76 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $66k | 149.00 | 443.15 |
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| Nextera Energy (NEE) | 0.0 | $64k | 680.00 | 94.17 |
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| Meta Platforms Cl A (META) | 0.0 | $61k | 100.00 | 612.42 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $61k | 184.00 | 331.05 |
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| Medtronic SHS (MDT) | 0.0 | $59k | 665.00 | 88.65 |
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| Darden Restaurants (DRI) | 0.0 | $59k | 300.00 | 195.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $59k | 196.00 | 298.45 |
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| Dover Corporation (DOV) | 0.0 | $56k | 260.00 | 216.69 |
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| Caterpillar (CAT) | 0.0 | $56k | 72.00 | 771.58 |
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| Fortive (FTV) | 0.0 | $55k | +15% | 931.00 | 59.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $54k | 80.00 | 679.00 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $54k | 1.8k | 30.35 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $54k | -12% | 692.00 | 77.72 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $51k | 644.00 | 79.21 |
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| Raymond James Financial (RJF) | 0.0 | $51k | 342.00 | 147.82 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $50k | 975.00 | 51.20 |
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| Truist Financial Corp equities (TFC) | 0.0 | $50k | 1.0k | 49.29 |
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| Netflix (NFLX) | 0.0 | $50k | 500.00 | 99.39 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $50k | -27% | 77.00 | 643.69 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $47k | 463.00 | 102.19 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $46k | 570.00 | 81.23 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $46k | 4.9k | 9.44 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $45k | 220.00 | 203.48 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $43k | 429.00 | 101.25 |
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| CMS Energy Corporation (CMS) | 0.0 | $41k | 525.00 | 78.82 |
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| Phillips 66 (PSX) | 0.0 | $41k | 245.00 | 168.00 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $39k | 1.2k | 32.57 |
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| SYNNEX Corporation (SNX) | 0.0 | $36k | 180.00 | 200.22 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $36k | 75.00 | 479.16 |
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| Kinder Morgan (KMI) | 0.0 | $35k | 1.1k | 32.96 |
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| Anthem (ELV) | 0.0 | $35k | 110.00 | 318.24 |
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| Eli Lilly & Co. (LLY) | 0.0 | $32k | 34.00 | 953.32 |
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| Eaton Corp SHS (ETN) | 0.0 | $32k | 84.00 | 385.58 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $32k | 305.00 | 104.92 |
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| Consolidated Edison (ED) | 0.0 | $31k | 277.00 | 113.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $30k | 200.00 | 152.09 |
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| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $30k | 1.3k | 22.76 |
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| Allstate Corporation (ALL) | 0.0 | $29k | 138.00 | 212.07 |
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| Intercontinental Exchange (ICE) | 0.0 | $29k | 170.00 | 167.79 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $28k | 216.00 | 131.60 |
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| Edwards Lifesciences (EW) | 0.0 | $28k | 345.00 | 81.71 |
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| Visa Com Cl A (V) | 0.0 | $28k | 90.00 | 308.97 |
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| PPG Industries (PPG) | 0.0 | $27k | 240.00 | 110.47 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $26k | 1.1k | 24.23 |
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| salesforce (CRM) | 0.0 | $26k | 146.00 | 176.38 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $26k | 127.00 | 201.98 |
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| Mosaic (MOS) | 0.0 | $25k | 930.00 | 26.62 |
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| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $23k | 1.2k | 20.22 |
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| Spdr Series Trust State Street Spd (JNK) | 0.0 | $23k | 239.00 | 96.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $21k | -16% | 108.00 | 197.96 |
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| Yum! Brands (YUM) | 0.0 | $21k | NEW | 132.00 | 160.43 |
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| Paychex (PAYX) | 0.0 | $20k | 220.00 | 89.89 |
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| Genuine Parts Company (GPC) | 0.0 | $19k | 175.00 | 107.41 |
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| Pfizer (PFE) | 0.0 | $18k | 655.00 | 27.47 |
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| Bristol Myers Squibb (BMY) | 0.0 | $18k | 300.00 | 59.20 |
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| Public Storage (PSA) | 0.0 | $18k | 61.00 | 290.00 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $18k | 48.00 | 366.75 |
|
|
| Brunswick Corporation (BC) | 0.0 | $16k | 210.00 | 77.02 |
|
|
| T. Rowe Price (TROW) | 0.0 | $16k | 175.00 | 91.81 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $16k | 58.00 | 273.10 |
|
|
| Greene County Ban (GCBC) | 0.0 | $16k | 654.00 | 23.85 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $14k | 150.00 | 92.12 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $13k | 34.00 | 395.26 |
|
|
| Tesla Motors (TSLA) | 0.0 | $13k | 39.00 | 343.26 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $13k | 220.00 | 58.29 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $12k | 342.00 | 36.17 |
|
|
| Roper Industries (ROP) | 0.0 | $12k | 33.00 | 355.88 |
|
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.0 | $11k | 192.00 | 56.91 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $10k | 120.00 | 82.94 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $9.2k | NEW | 70.00 | 131.14 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $8.8k | 110.00 | 79.55 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $8.7k | NEW | 45.00 | 193.84 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $8.5k | 150.00 | 56.50 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $8.1k | 34.00 | 239.32 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $7.6k | 20.00 | 380.65 |
|
|
| Western Digital (WDC) | 0.0 | $5.4k | -46% | 16.00 | 338.81 |
|
| Lululemon Athletica (LULU) | 0.0 | $5.1k | 32.00 | 158.88 |
|
|
| Kraft Heinz (KHC) | 0.0 | $5.0k | -71% | 220.00 | 22.95 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $4.9k | 27.00 | 182.11 |
|
|
| Synchrony Financial (SYF) | 0.0 | $4.8k | 66.00 | 71.98 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $4.7k | 126.00 | 37.61 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $4.7k | NEW | 122.00 | 38.53 |
|
| At&t (T) | 0.0 | $4.6k | 167.00 | 27.35 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $4.2k | 41.00 | 103.20 |
|
|
| Clearway Energy Cl A (CWEN.A) | 0.0 | $4.0k | 100.00 | 40.43 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $3.1k | 35.00 | 88.66 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $3.0k | 48.00 | 63.46 |
|
|
| American Airls (AAL) | 0.0 | $2.9k | 257.00 | 11.41 |
|
|
| Ralliant Corp (RAL) | 0.0 | $2.8k | 63.00 | 44.25 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.3k | 30.00 | 42.07 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $1.3k | 4.00 | 314.50 |
|
|
| Ge Vernova (GEV) | 0.0 | $937.000000 | 1.00 | 937.00 |
|
|
| Ford Motor Company (F) | 0.0 | $793.000000 | 65.00 | 12.20 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $227.000000 | 5.00 | 45.40 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $75.000000 | 1.00 | 75.00 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $50.000300 | 7.00 | 7.14 |
|
Past Filings by Dorato Capital Management
SEC 13F filings are viewable for Dorato Capital Management going back to 2025
- Dorato Capital Management 2026 Q1 filed April 9, 2026
- Dorato Capital Management 2025 Q4 filed Jan. 16, 2026