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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 22 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AMP AMERIPRISE FINL INC Financial Services 4,117.0 $1.8M 0.02% -57.0 -1.4% $444.40 +1.4%
422 SHY ISHARES TR 21,975.0 $1.8M 0.02% +3K +16.6% $82.57 -0.5%
423 BKR BAKER HUGHES COMPANY Energy 29,419.0 $1.8M 0.02% $61.05 +7.8%
424 EBAY EBAY INC. Consumer Cyclical 19,644.0 $1.8M 0.02% +2K +9.0% $91.02 +28.7%
425 AME AMETEK INC Industrials 8,273.0 $1.8M 0.02% -396.0 -4.6% $214.37 +4.1%
426 DAL DELTA AIR LINES INC Industrials 26,576.0 $1.8M 0.02% +3K +15.0% $66.48 +13.8%
427 TEL TE CONNECTIVITY PLC Technology 8,446.0 $1.8M 0.02% -1K -12.7% $209.01 -3.6%
428 DLR DIGITAL RLTY TR INC Real Estate 9,771.0 $1.8M 0.02% +4K +55.8% $180.21 +7.8%
429 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 46,187.0 $1.8M 0.02% $38.01 +28.8%
430 ZTS ZOETIS INC Healthcare 14,812.0 $1.8M 0.02% -237.0 -1.6% $118.21 -32.6%
431 PCAR PACCAR INC Industrials 15,138.0 $1.7M 0.02% -584.0 -3.7% $115.50 -5.3%
432 BAI BLACKROCK ETF TRUST 52,948.0 $1.7M 0.02% +16K +43.4% $32.95 +44.2%
433 ULTA ULTA BEAUTY INC Consumer Cyclical 3,324.0 $1.7M 0.02% +50.0 +1.5% $522.71 -5.7%
434 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,010.0 $1.7M 0.02% +53.0 +1.1% $345.16 -11.2%
435 FAST FASTENAL CO Industrials 37,200.0 $1.7M 0.02% +5K +15.2% $46.40 -6.2%
436 ITA ISHARES TR 7,878.0 $1.7M 0.02% +1K +17.5% $218.75 +2.0%
437 O REALTY INCOME CORP Real Estate 28,036.0 $1.7M 0.02% +1K +5.0% $61.44 +1.3%
438 ADSK AUTODESK INC Technology 7,170.0 $1.7M 0.02% -90.0 -1.2% $239.40 +0.3%
439 AXON AXON ENTERPRISE INC Industrials 4,040.0 $1.7M 0.02% +55.0 +1.4% $424.69 -8.2%
440 CASY CASEYS GEN STORES INC Consumer Cyclical 2,348.0 $1.7M 0.02% -76.0 -3.1% $727.53 +13.4%
Page 22 of 81  ·  1,613 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%