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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 14 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CCK CROWN HLDGS INC Consumer Cyclical 7,373.0 $739K 0.01% -531.0 -6.7% $100.25 -3.8%
262 RWM PROSHARES TR 45,499.0 $738K 0.01% -10K -17.9% $16.22 -12.0%
263 FPE FIRST TR EXCH TRADED FD III 41,453.0 $736K 0.01% -3K -5.8% $17.75 +0.8%
264 NDAQ NASDAQ INC Financial Services 8,665.0 $736K 0.01% -3K -27.3% $84.89 +6.5%
265 LECO LINCOLN ELEC HLDGS INC Industrials 2,935.0 $734K 0.01% -162.0 -5.2% $249.99 +4.0%
266 CRUS CIRRUS LOGIC INC Technology 5,067.0 $733K 0.01% -1K -18.8% $144.62 +15.2%
267 ATO ATMOS ENERGY CORP Utilities 3,900.0 $720K 0.01% -1K -25.2% $184.70 -3.9%
268 CACI CACI INTL INC Technology 1,315.0 $715K 0.01% -128.0 -8.9% $543.87 -9.9%
269 NOBL PROSHARES TR 6,670.0 $707K 0.01% -122.0 -1.8% $106.01 +1.2%
270 JBHT HUNT J B TRANS SVCS INC Industrials 3,333.0 $706K 0.01% -153.0 -4.4% $211.93 +22.3%
271 DB DEUTSCHE BK AG Financial Services 23,399.0 $697K 0.01% -2K -7.9% $29.78 +10.5%
272 IJK ISHARES TR 6,907.0 $695K 0.01% -947.0 -12.1% $100.61 +10.2%
273 UI UBIQUITI INC Technology 872.0 $689K 0.01% -16.0 -1.8% $790.64 -24.2%
274 BCO BRINKS CO Industrials 6,639.0 $688K 0.01% -206.0 -3.0% $103.63 +1.1%
275 NEOG NEOGEN CORP Healthcare 73,431.0 $682K 0.01% -1K -1.6% $9.29 -4.6%
276 BXSL BLACKSTONE SECD LENDING FD Financial Services 27,778.0 $679K 0.01% -7K -19.4% $24.46 -3.7%
277 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,994.0 $678K 0.01% -111.0 -2.2% $135.80 +0.2%
278 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,789.0 $678K 0.01% -108.0 -1.8% $117.06 -6.8%
279 GMAB GENMAB A/S Healthcare 24,889.0 $668K 0.01% -216.0 -0.9% $26.83 +0.8%
280 LBRT LIBERTY ENERGY INC Energy 23,159.0 $667K 0.01% -12K -33.8% $28.80 +14.2%
Page 14 of 29  ·  579 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%