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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 59 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AR ANTERO RESOURCES CORP Energy 9,448.0 $332K 0.00% NEW $35.10 +5.5%
1162 HPE HEWLETT PACKARD ENTERPRISE Technology 13,774.0 $332K 0.00% NEW $24.07 +41.1%
1163 BOE BLACKROCK ENHANCED GLOBAL Financial Services 27,858.0 $331K 0.00% NEW $11.87 -0.1%
1164 INSM INSMED INC Healthcare 1,897.0 $330K 0.00% NEW $174.08 -37.1%
1165 AMG AFFILIATED MANAGERS GROUP Financial Services 1,137.0 $330K 0.00% NEW $290.35 +4.2%
1166 WKC WORLD KINECT CORPORATION Energy 13,959.0 $330K 0.00% NEW $23.64 +23.1%
1167 AUB ATLANTIC UN BANKSHARES CORP Financial Services 9,267.0 $329K 0.00% NEW $35.54 +6.0%
1168 EXK ENDEAVOUR SILVER CORP Basic Materials 33,607.0 $329K 0.00% NEW $9.80 -4.8%
1169 DT DYNATRACE INC Technology 7,458.0 $329K 0.00% NEW $44.10 -11.2%
1170 VLTO VERALTO CORP Industrials 3,228.0 $327K 0.00% NEW $101.35 -15.0%
1171 SIGI SELECTIVE INS GROUP INC Financial Services 3,867.0 $327K 0.00% NEW $84.58 +5.5%
1172 MTH MERITAGE HOMES CORP Consumer Cyclical 4,889.0 $327K 0.00% NEW $66.83 -4.4%
1173 TFX TELEFLEX INCORPORATED Healthcare 2,681.0 $326K 0.00% NEW $121.64 +11.1%
1174 TTD THE TRADE DESK INC Technology 7,985.0 $325K 0.00% NEW $40.75 -48.4%
1175 VLYPN VALLEY NATL BANCORP Financial Services 27,291.0 $325K 0.00% NEW $11.90 +117.5%
1176 PSMT PRICESMART INC Consumer Defensive 2,637.0 $324K 0.00% NEW $122.98 +35.0%
1177 IVZ INVESCO LTD Financial Services 12,247.0 $324K 0.00% NEW $26.46 +2.0%
1178 FORM FORMFACTOR INC Technology 5,655.0 $323K 0.00% NEW $57.10 +124.2%
1179 YOU CLEAR SECURE INC Technology 9,135.0 $323K 0.00% NEW $35.32 +75.6%
1180 PR PERMIAN RESOURCES CORP Energy 22,515.0 $322K 0.00% NEW $14.32 +45.9%
Page 59 of 79  ·  1,575 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%