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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 24 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 UGI UGI CORP NEW Utilities 43,443.0 $1.6M 0.02% +13K +43.1% $36.79 -4.6%
462 MFC MANULIFE FINL CORP Financial Services 46,303.0 $1.6M 0.02% +243.0 +0.5% $34.44 +13.4%
463 MSCI MSCI INC Financial Services 2,945.0 $1.6M 0.02% +301.0 +11.4% $539.01 +8.0%
464 DFSV DIMENSIONAL ETF TRUST 45,117.0 $1.6M 0.02% NEW $35.04 +6.0%
465 FNB F N B CORP Financial Services 94,473.0 $1.6M 0.02% -26K -21.7% $16.72 +4.5%
466 ALL ALLSTATE CORP Financial Services 7,571.0 $1.6M 0.02% +204.0 +2.8% $208.41 +2.9%
467 MPT MEDICAL PROPERTIES TRUST INC Financial Services 332,359.0 $1.6M 0.02% $4.72 +9.3%
468 CMDT PIMCO ETF TR 48,595.0 $1.6M 0.02% $32.27 +6.1%
469 CAH CARDINAL HEALTH INC Healthcare 7,403.0 $1.6M 0.02% +284.0 +4.0% $211.32 -5.1%
470 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 14,066.0 $1.6M 0.02% +184.0 +1.3% $111.06 +9.3%
471 SNY SANOFI SA Healthcare 32,396.0 $1.6M 0.02% -8K -19.3% $48.18 -7.3%
472 XEL XCEL ENERGY INC Utilities 19,313.0 $1.5M 0.02% +447.0 +2.4% $80.04 -0.2%
473 WSO WATSCO INC Industrials 4,247.0 $1.5M 0.02% +704.0 +19.9% $363.82 +6.3%
474 TFC TRUIST FINL CORP Financial Services 33,466.0 $1.5M 0.02% +964.0 +3.0% $45.97 +4.4%
475 SPDN DIREXION SHARES ETF TRUST 154,512.0 $1.5M 0.02% +9K +6.3% $9.95 -11.9%
476 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 17,015.0 $1.5M 0.02% +385.0 +2.3% $90.11 +14.1%
477 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,401.0 $1.5M 0.02% +4K +102.6% $182.34 -1.1%
478 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 77,110.0 $1.5M 0.02% +6K +9.1% $19.75 +15.6%
479 TFLO ISHARES TR 29,998.0 $1.5M 0.02% +9K +40.6% $50.63 -0.1%
480 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,173.0 $1.5M 0.02% -279.0 -5.1% $292.75 +33.2%
Page 24 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%