Dorato Capital Management

Est. AUM

$135.5M

13F long equity, this entity only

Positions

254

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AFLAC INC	COM	$21.2M	187373	15.63%	SOLE
2	SCHWAB STRATEGIC TR	US TIPS ETF	$7.1M	265696	5.24%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.3M	205070	4.67%	SOLE
4	SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.4M	201785	3.97%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.1M	118143	2.28%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$3.0M	4880	2.18%	SOLE
7	PULTE GROUP INC	COM	$2.7M	22460	2.00%	SOLE
8	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.5M	97061	1.87%	SOLE
9	CISCO SYS INC	COM	$2.5M	29790	1.84%	SOLE
10	APPLIED MATLS INC	COM	$2.4M	6283	1.79%	SOLE
11	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.4M	78508	1.77%	SOLE
12	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.4M	73359	1.76%	SOLE
13	JOHNSON & JOHNSON	COM	$2.3M	9408	1.68%	SOLE
14	GENERAL DYNAMICS CORP	COM	$2.2M	6335	1.64%	SOLE
15	SCHWAB STRATEGIC TR	US AGGREGATE B	$2.1M	89164	1.53%	SOLE
16	MERCK & CO INC	COM	$2.0M	16370	1.49%	SOLE
17	HASBRO INC	COM	$2.0M	21218	1.47%	SOLE
18	CVS HEALTH CORP	COM	$1.8M	22875	1.33%	SOLE
19	AMGEN INC	COM	$1.7M	4824	1.25%	SOLE
20	DAVIS FUNDAMENTAL ETF TR	SELECT US EQTY	$1.6M	30837	1.19%	SOLE
21	UNION PAC CORP	COM	$1.6M	6234	1.15%	SOLE
22	SMUCKER J M CO	COM NEW	$1.5M	16121	1.12%	SOLE
23	ISHARES TR	NATIONAL MUN ETF	$1.5M	13710	1.08%	SOLE
24	WALMART INC	COM	$1.4M	11278	1.06%	SOLE
25	JPMORGAN CHASE & CO	COM	$1.4M	4620	1.05%	SOLE
26	KLA CORP	COM NEW	$1.4M	824	1.02%	SOLE
27	MICROSOFT CORP	COM	$1.2M	3086	0.85%	SOLE
28	INTEL CORP	COM	$1.1M	19117	0.83%	SOLE
29	L3HARRIS TECHNOLOGIES INC	COM	$1.1M	2992	0.80%	SOLE
30	SHERWIN WILLIAMS CO	COM	$1.1M	3153	0.78%	SOLE
31	RESTAURANT BRANDS INTL INC	COM	$1.0M	13435	0.77%	SOLE
32	BANK AMERICA CORP	COM	$1.0M	19957	0.76%	SOLE
33	VANGUARD WORLD FD	MATERIALS ETF	$996K	4243	0.74%	SOLE
34	MCDONALDS CORP	COM	$898K	2924	0.66%	SOLE
35	NORTHROP GRUMMAN CORP	COM	$897K	1305	0.66%	SOLE
36	ABBVIE INC	COM	$867K	4099	0.64%	SOLE
37	PEPSICO INC	COM	$867K	5604	0.64%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$790K	1646	0.58%	SOLE
39	CARDINAL HEALTH INC	COM	$761K	3537	0.56%	SOLE
40	3M CO	COM	$709K	4755	0.52%	SOLE
41	CHURCH & DWIGHT CO INC	COM	$699K	7423	0.52%	SOLE
42	VANGUARD WORLD FD	INF TECH ETF	$695K	941	0.51%	SOLE
43	BALL CORP	COM	$690K	11117	0.51%	SOLE
44	TEXAS INSTRS INC	COM	$647K	3098	0.48%	SOLE
45	MARRIOTT INTL INC NEW	CL A	$625K	1793	0.46%	SOLE
46	FMC CORP	COM NEW	$613K	34387	0.45%	SOLE
47	SHELL PLC	SPON ADS	$608K	6612	0.45%	SOLE
48	MCKESSON CORP	COM	$605K	695	0.45%	SOLE
49	UNITEDHEALTH GROUP INC	COM	$601K	1964	0.44%	SOLE
50	WELLS FARGO & CO	COM	$600K	7085	0.44%	SOLE

1–50 of 254

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.