Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dorato Capital Management (CIK 2095216) reported $147.5M across 254 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AFL ($22.8M, 15.47%), SCHP ($7.1M, 4.81%), SCHD ($6.9M, 4.66%), SCHX ($6.1M, 4.12%), CSCO ($3.6M, 2.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AFL | AFLAC INC | $22.8M | 15.47% | 187,171 | Trimmed |
| 2 | SCHP | SCHWAB STRATEGIC TR | $7.1M | 4.81% | 270,159 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $6.9M | 4.66% | 212,142 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $6.1M | 4.12% | 204,325 | Added |
| 5 | CSCO | CISCO SYS INC | $3.6M | 2.44% | 29,673 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $3.5M | 2.39% | 4,854 | Trimmed |
| 7 | SCHF | SCHWAB STRATEGIC TR | $3.5M | 2.36% | 126,300 | Added |
| 8 | AMAT | APPLIED MATLS INC | $3.1M | 2.12% | 5,178 | Trimmed |
| 9 | SCHB | SCHWAB STRATEGIC TR | $2.8M | 1.93% | 97,361 | Added |
| 10 | PHM | PULTE GROUP INC | $2.8M | 1.90% | 22,460 | Hold |
| 11 | SCHA | SCHWAB STRATEGIC TR | $2.8M | 1.88% | 79,322 | Added |
| 12 | SCHM | SCHWAB STRATEGIC TR | $2.7M | 1.81% | 74,355 | Added |
| 13 | CVS | CVS HEALTH CORP | $2.4M | 1.64% | 23,227 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $2.4M | 1.62% | 9,277 | Trimmed |
| 15 | GD | GENERAL DYNAMICS CORP | $2.4M | 1.61% | 6,335 | Hold |
| 16 | SCHZ | SCHWAB STRATEGIC TR | $2.0M | 1.39% | 89,164 | Hold |
| 17 | MRK | MERCK & CO INC | $2.0M | 1.37% | 16,370 | Hold |
| 18 | INTC | INTEL CORP | $2.0M | 1.37% | 18,382 | Trimmed |
| 19 | SJM | SMUCKER J M CO | $1.9M | 1.31% | 17,357 | Added |
| 20 | UNP | UNION PAC CORP | $1.8M | 1.23% | 6,346 | Added |
| 21 | DUSA | DAVIS FUNDAMENTAL ETF TR | $1.8M | 1.20% | 30,837 | Hold |
| 22 | AMGN | AMGEN INC | $1.8M | 1.20% | 4,861 | Added |
| 23 | HAS | HASBRO INC | $1.7M | 1.19% | 22,152 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $1.6M | 1.07% | 4,686 | Added |
| 25 | KLAC | KLA CORP | $1.5M | 1.03% | 6,535 | Added |
Source: SEC Form 13F filings · as of 2026-06-30