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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 27 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SUSA ISHARES TR 9,971.0 $1.3M 0.02% $132.10 +14.0%
522 CPRT COPART INC Industrials 39,557.0 $1.3M 0.02% +1K +2.7% $33.20 +3.6%
523 TRGP TARGA RES CORP Energy 5,219.0 $1.3M 0.02% +109.0 +2.1% $250.75 +8.0%
524 IRM IRON MTN INC DEL Real Estate 12,624.0 $1.3M 0.02% +824.0 +7.0% $103.08 +23.5%
525 VSGX VANGUARD WORLD FD 17,900.0 $1.3M 0.02% +821.0 +4.8% $71.73 +11.9%
526 HL HECLA MINING COMPANY Basic Materials 68,912.0 $1.3M 0.02% +18K +34.6% $18.63 -7.1%
527 SCMB SCHWAB STRATEGIC TR 50,055.0 $1.3M 0.02% NEW $25.48 -0.3%
528 VFH VANGUARD WORLD FD 10,486.0 $1.3M 0.02% $120.81 +5.1%
529 BLUE OWL TECHNOLOGY FIN CORP 101,428.0 $1.3M 0.01% +48K +88.9% $12.44
530 OKE ONEOK INC NEW Energy 13,953.0 $1.3M 0.01% +527.0 +3.9% $90.39 +2.5%
531 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 37,149.0 $1.3M 0.01% +3K +9.9% $33.94 +2.0%
532 ACT ENACT HLDGS INC Financial Services 30,901.0 $1.3M 0.01% $40.78 +6.4%
533 RKLB ROCKET LAB CORP Industrials 19,624.0 $1.3M 0.01% +6K +49.5% $64.22 +109.1%
534 ET ENERGY TRANSFER L P Energy 65,187.0 $1.3M 0.01% -12K -16.0% $19.30 +3.7%
535 NULV NUSHARES ETF TR 27,416.0 $1.2M 0.01% +2K +6.8% $45.50 +10.5%
536 HIGHLAND OPPS & INCOME FD 217,962.0 $1.2M 0.01% -13K -5.5% $5.71
537 NIC NICOLET BANKSHARES INC Financial Services 8,374.0 $1.2M 0.01% NEW $148.62 -4.2%
538 NU NU HLDGS LTD Financial Services 86,555.0 $1.2M 0.01% +3K +4.2% $14.37 -8.4%
539 SYY SYSCO CORP Consumer Defensive 17,408.0 $1.2M 0.01% -1K -7.4% $71.33 +5.8%
540 TIP ISHARES TR 11,244.0 $1.2M 0.01% -4K -26.4% $110.36 +0.0%
Page 27 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%