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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 25 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 WBD WARNER BROS DISCOVERY INC Communication Services 54,229.0 $1.5M 0.02% +8K +17.4% $27.45 -0.1%
482 CBOE CBOE GLOBAL MKTS INC Financial Services 5,263.0 $1.5M 0.02% +33.0 +0.6% $281.07 +25.2%
483 GWW WW GRAINGER INC Industrials 1,356.0 $1.5M 0.02% +122.0 +9.9% $1090.42 +13.6%
484 LKQ LKQ CORP Consumer Cyclical 50,245.0 $1.5M 0.02% +4K +9.0% $29.37 -8.5%
485 ROK ROCKWELL AUTOMATION INC Industrials 4,095.0 $1.5M 0.02% -702.0 -14.6% $358.86 +21.6%
486 ARES ARES MANAGEMENT CORPORATION Financial Services 13,453.0 $1.5M 0.02% -2K -13.0% $109.10 +13.6%
487 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 24,852.0 $1.5M 0.02% +8K +45.1% $59.03 +14.4%
488 BLACKROCK ETF TRUST II 30,539.0 $1.5M 0.02% -290.0 -0.9% $47.98
489 KHC KRAFT HEINZ CO Consumer Defensive 64,980.0 $1.5M 0.02% +11K +19.8% $22.49 +4.7%
490 SSNC SS&C TECH HLDGS Technology 21,596.0 $1.5M 0.02% -1K -5.2% $67.57 -0.5%
491 AFL AFLAC INC Financial Services 13,235.0 $1.5M 0.02% $109.71 +7.4%
492 MSI MOTOROLA SOLUTIONS INC Technology 3,322.0 $1.4M 0.02% +340.0 +11.4% $435.15 -8.0%
493 YUM YUM BRANDS INC Consumer Cyclical 9,289.0 $1.4M 0.02% +757.0 +8.9% $155.48 -1.8%
494 IEUR ISHARES TR 20,516.0 $1.4M 0.02% -5K -19.5% $70.27 +7.7%
495 VGK VANGUARD INTL EQUITY INDEX F 17,473.0 $1.4M 0.02% -449.0 -2.5% $82.43 +7.7%
496 DELL DELL TECHNOLOGIES INC Technology 8,677.0 $1.4M 0.02% +1K +14.2% $164.13 +54.1%
497 FANG DIAMONDBACK ENERGY INC Energy 7,197.0 $1.4M 0.02% $197.79 +1.6%
498 EL LAUDER ESTEE COS INC Consumer Defensive 19,712.0 $1.4M 0.02% +1K +6.4% $71.77 +9.9%
499 RBLX ROBLOX CORP Technology 24,992.0 $1.4M 0.02% +644.0 +2.6% $56.56 -19.0%
500 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 19,368.0 $1.4M 0.02% +4K +26.4% $72.69 +6.1%
Page 25 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%