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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $8.1B AUM 1,613 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New 689 Added 579 Reduced 113 Exited
Page 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HP HELMERICH & PAYNE INC Energy 6,117.0 $220K 0.00% NEW $36.03 +9.9%
102 CRC CALIFORNIA RES CORP Energy 3,182.0 $220K 0.00% NEW $69.22 -10.1%
103 KRYS KRYSTAL BIOTECH INC Healthcare 852.0 $220K 0.00% NEW $258.32 +17.8%
104 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 4,126.0 $218K 0.00% NEW $52.75 +11.1%
105 IBDR ISHARES TR 8,923.0 $216K 0.00% NEW $24.24 -0.1%
106 IBDS ISHARES TR 8,907.0 $216K 0.00% NEW $24.24 -0.1%
107 IVOV VANGUARD ADMIRAL FDS INC 2,104.0 $215K 0.00% NEW $101.95 +5.7%
108 WF WOORI FINL GROUP INC Financial Services 3,127.0 $213K 0.00% NEW $68.14 -8.4%
109 IDA IDACORP INC Utilities 1,488.0 $213K 0.00% NEW $142.97 -1.0%
110 DVA DAVITA INC Healthcare 1,383.0 $213K 0.00% NEW $153.69 +29.3%
111 KGS KODIAK GAS SVCS INC Energy 3,571.0 $208K 0.00% NEW $58.32 +24.1%
112 IBDT ISHARES TR 8,208.0 $208K 0.00% NEW $25.33 -0.4%
113 MRNA MODERNA INC Healthcare 4,082.0 $207K 0.00% NEW $50.80 -7.0%
114 ANGLOGOLD ASHANTI PLC 2,124.0 $207K 0.00% NEW $97.36
115 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,228.0 $206K 0.00% NEW $48.78 -6.6%
116 DFAI DIMENSIONAL ETF TRUST 5,289.0 $206K 0.00% NEW $38.96 +6.7%
117 NWSA NEWS CORP NEW Communication Services 8,191.0 $206K 0.00% NEW $25.11 +4.6%
118 STK COLUMBIA SELIGM PREM TECH GR Financial Services 5,419.0 $206K 0.00% NEW $37.93 +33.9%
119 BOH BANK HAWAII CORP Financial Services 2,764.0 $205K 0.00% NEW $74.25 +5.2%
120 NXTG FIRST TR EXCHANGE-TRADED FD 1,832.0 $205K 0.00% NEW $111.92 +31.6%
Page 6 of 8  ·  151 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 26.6%
Financial Services 21.1%
Industrials 9.8%
Consumer Cyclical 9.6%
Healthcare 8.5%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 4.7%
Utilities 2.4%
Basic Materials 2.2%