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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 62 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PWB INVESCO EXCHANGE TRADED FD 2,320.0 $298K 0.00% NEW $128.50 +19.9%
1222 PTEN PATTERSON-UTI ENERGY INC Energy 48,889.0 $297K 0.00% NEW $6.08 +102.0%
1223 ASCENDIS PHARMA A/S 1,418.0 $297K 0.00% NEW $209.34
1224 FDVV FIDELITY COVINGTON TRUST 5,202.0 $297K 0.00% NEW $57.05 +5.5%
1225 HE HAWAIIAN ELEC INDUSTRIES Utilities 23,522.0 $297K 0.00% NEW $12.61 +8.6%
1226 DLTR DOLLAR TREE INC Consumer Defensive 2,391.0 $297K 0.00% NEW $124.02 -22.8%
1227 DUHP DIMENSIONAL ETF TRUST 7,731.0 $296K 0.00% NEW $38.31 +5.2%
1228 SMMV ISHARES TR 6,783.0 $296K 0.00% NEW $43.61 +2.2%
1229 KTOS KRATOS DEFENSE & SEC Industrials 3,882.0 $295K 0.00% NEW $75.98 -28.0%
1230 ESLT ELBIT SYS LTD Industrials 508.0 $294K 0.00% NEW $579.00 +31.9%
1231 SPGP INVESCO EXCHANGE TRADED FD 2,557.0 $294K 0.00% NEW $114.97 +2.4%
1232 THOMSON REUTERS CORP 2,212.0 $294K 0.00% NEW $132.82
1233 CORPAY INC 961.0 $293K 0.00% NEW $305.05
1234 AVUS AMERICAN CENTY ETF TR 2,600.0 $293K 0.00% NEW $112.70 +11.1%
1235 GATX GATX CORP Industrials 1,696.0 $293K 0.00% NEW $172.60 +0.2%
1236 FIXD FIRST TR EXCHNG TRADED FD 6,559.0 $293K 0.00% NEW $44.61 -3.0%
1237 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,985.0 $292K 0.00% NEW $146.95 -6.9%
1238 SON SONOCO PRODS CO Consumer Cyclical 6,658.0 $292K 0.00% NEW $43.78 +9.6%
1239 VAC MARRIOTT VACATIONS Consumer Cyclical 4,976.0 $291K 0.00% NEW $58.40 +26.5%
1240 SATS ECHOSTAR CORP Technology 2,660.0 $290K 0.00% NEW $109.20 +29.9%
Page 62 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%