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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 67 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 IDV ISHARES TR 6,422.0 $255K 0.00% NEW $39.64 +14.5%
1322 BLACKROCK TECH AND PRIVATE 38,072.0 $254K 0.00% NEW $6.67
1323 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4,295.0 $254K 0.00% NEW $59.14 -2.8%
1324 RYN RAYONIER INC Real Estate 11,523.0 $254K 0.00% NEW $22.02 -8.1%
1325 FXL FIRST TR EXCHANGE TRADED FD 1,488.0 $254K 0.00% NEW $170.50 +14.9%
1326 SAIC SCIENCE APPLICATIONS INTL Technology 2,474.0 $254K 0.00% NEW $102.48 -5.8%
1327 FXR FIRST TR EXCHANGE TRADED FD 3,130.0 $253K 0.00% NEW $80.93 +4.8%
1328 AM ANTERO MIDSTREAM CORP Energy 14,183.0 $253K 0.00% NEW $17.86 +22.1%
1329 OXLC OXFORD LANE CAP CORP Financial Services 16,521.0 $253K 0.00% NEW $15.32 -37.0%
1330 BLV VANGUARD BD INDEX FDS 3,615.0 $253K 0.00% NEW $69.90 -3.3%
1331 SPYM SPDR SERIES TRUST 3,123.0 $252K 0.00% NEW $80.83 +8.2%
1332 SPLB SPDR SERIES TRUST 11,085.0 $252K 0.00% NEW $22.71 -2.8%
1333 PEGA PEGASYSTEMS INC Technology 4,097.0 $251K 0.00% NEW $61.32 -44.1%
1334 BE BLOOM ENERGY CORP Industrials 2,879.0 $251K 0.00% NEW $87.26 +252.8%
1335 POST POST HLDGS INC Consumer Defensive 2,492.0 $248K 0.00% NEW $99.36 -1.9%
1336 VFC V F CORP Consumer Cyclical 13,548.0 $247K 0.00% NEW $18.26 -11.2%
1337 INFY INFOSYS LTD Technology 13,713.0 $247K 0.00% NEW $18.04 -29.9%
1338 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,437.0 $247K 0.00% NEW $45.49 +40.9%
1339 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,533.0 $247K 0.00% NEW $161.26 +40.3%
1340 OC OWENS CORNING NEW Industrials 2,181.0 $247K 0.00% NEW $113.14 +2.6%
Page 67 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%