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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 61 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 IGV ISHARES TR 2,866.0 $307K 0.00% NEW $106.99 -13.6%
1202 ERIC TELEFONAKTIEBOLAGET LM Technology 31,284.0 $306K 0.00% NEW $9.78 +35.4%
1203 STRL STERLING INFRASTRUCTURE INC Industrials 994.0 $306K 0.00% NEW $307.68 +144.4%
1204 IGR CBRE GBL REAL ESTATE INC FD Financial Services 68,525.0 $306K 0.00% NEW $4.46 +4.3%
1205 SOUTHSTATE BK CORP 3,213.0 $305K 0.00% NEW $95.05
1206 SU SUNCOR ENERGY INC NEW Energy 6,850.0 $305K 0.00% NEW $44.50 +52.4%
1207 PBA PEMBINA PIPELINE CORP Energy 7,883.0 $305K 0.00% NEW $38.67 +27.6%
1208 CMC COMMERCIAL METALS CO Basic Materials 4,351.0 $304K 0.00% NEW $69.90 +1.1%
1209 SKYW SKYWEST INC Industrials 3,010.0 $304K 0.00% NEW $101.03 -17.6%
1210 PCTY PAYLOCITY HLDG CORP Technology 1,986.0 $304K 0.00% NEW $153.00 -27.0%
1211 TPL TEXAS PACIFIC LAND Energy 1,038.0 $304K 0.00% NEW $292.68 +37.5%
1212 AVB AVALONBAY CMNTYS INC Real Estate 1,641.0 $304K 0.00% NEW $185.03 -0.5%
1213 JCPB J P MORGAN EXCHANGE TRADED 6,352.0 $303K 0.00% NEW $47.65 -2.2%
1214 VAW VANGUARD WORLD FD 1,442.0 $302K 0.00% NEW $209.57 +8.1%
1215 SPYG SPDR SERIES TRUST 2,807.0 $302K 0.00% NEW $107.48 +10.0%
1216 NPO ENPRO INC Industrials 1,375.0 $301K 0.00% NEW $218.93 +38.3%
1217 FAF FIRST AMERN FINL CORP Financial Services 4,835.0 $300K 0.00% NEW $62.05 +9.3%
1218 EAT BRINKER INTL INC Consumer Cyclical 2,101.0 $300K 0.00% NEW $142.76 -4.3%
1219 RY ROYAL BK CDA Financial Services 1,747.0 $300K 0.00% NEW $171.59 +9.1%
1220 WTFC WINTRUST FINL CORP Financial Services 2,121.0 $299K 0.00% NEW $141.08 +6.2%
Page 61 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%