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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 69 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 TGTX TG THERAPEUTICS INC Healthcare 7,933.0 $236K 0.00% NEW $29.75 +33.6%
1362 EAGG ISHARES TR 4,917.0 $236K 0.00% NEW $47.97 -1.9%
1363 EQNR EQUINOR ASA Energy 9,989.0 $236K 0.00% NEW $23.60 +63.9%
1364 PTY PIMCO CORPORATE & INCOME Financial Services 17,995.0 $235K 0.00% NEW $13.07 -9.6%
1365 LXP INDUSTRIAL TRUST 4,663.0 $235K 0.00% NEW $50.40
1366 GPN GLOBAL PMTS INC Industrials 2,961.0 $235K 0.00% NEW $79.31 -8.5%
1367 GOSS GOSSAMER BIO INC Healthcare 75,111.0 $234K 0.00% NEW $3.12 -93.6%
1368 MKSI MKS INC. Technology 1,448.0 $234K 0.00% NEW $161.81 +93.5%
1369 BMO BANK MONTREAL QUE Financial Services 1,794.0 $234K 0.00% NEW $130.50 +22.4%
1370 CRWV COREWEAVE INC Technology 3,166.0 $234K 0.00% NEW $73.90 +45.6%
1371 EXR EXTRA SPACE STORAGE INC Real Estate 1,747.0 $234K 0.00% NEW $133.87 +7.5%
1372 MUR MURPHY OIL CORP Energy 7,390.0 $234K 0.00% NEW $31.62 +19.4%
1373 NEBIUS GROUP N.V. 2,739.0 $233K 0.00% NEW $85.17
1374 AES AES CORP Utilities 16,080.0 $233K 0.00% NEW $14.50 +1.3%
1375 PFFV GLOBAL X FDS 10,438.0 $232K 0.00% NEW $22.23 +0.3%
1376 VALE VALE S A Basic Materials 17,689.0 $232K 0.00% NEW $13.10 +24.8%
1377 WELLS FARGO CO NEW 192.0 $232K 0.00% NEW $1205.79
1378 EXP EAGLE MATLS INC Basic Materials 1,100.0 $231K 0.00% NEW $210.26 -5.3%
1379 FBP FIRST BANCORP P R Financial Services 11,030.0 $230K 0.00% NEW $20.84 +15.9%
1380 IGF ISHARES TR 3,716.0 $229K 0.00% NEW $61.72 +9.3%
Page 69 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%