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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 28 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SF STIFEL FINL CORP Financial Services 16,756.0 $1.2M 0.01% +5K +40.6% $73.93 -1.2%
542 BAP CREDICORP LTD Financial Services 3,649.0 $1.2M 0.01% +23.0 +0.6% $339.18 +1.4%
543 ST SENSATA TECHNOLOGIES HLDG PL Technology 34,994.0 $1.2M 0.01% -706.0 -2.0% $35.22 +35.5%
544 LPLA LPL FINL HLDGS INC Financial Services 4,063.0 $1.2M 0.01% +2K +123.9% $300.82 -4.3%
545 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 238,008.0 $1.2M 0.01% +110K +86.1% $5.10 -2.7%
546 TSCO TRACTOR SUPPLY CO Consumer Cyclical 26,718.0 $1.2M 0.01% -3K -9.0% $45.30 -30.0%
547 ACWX ISHARES TR 17,663.0 $1.2M 0.01% +2K +13.2% $68.47 +10.0%
548 OTIS OTIS WORLDWIDE CORP Industrials 15,668.0 $1.2M 0.01% +618.0 +4.1% $77.08 -7.1%
549 NGG NATIONAL GRID PLC Utilities 14,214.0 $1.2M 0.01% +100.0 +0.7% $84.60 +2.2%
550 CENCORA INC 3,823.0 $1.2M 0.01% -413.0 -9.8% $314.14
551 ING ING GROEP N.V. Financial Services 45,786.0 $1.2M 0.01% +644.0 +1.4% $26.05 +17.7%
552 MRVL MARVELL TECHNOLOGY INC Technology 11,932.0 $1.2M 0.01% +907.0 +8.2% $99.05 +92.5%
553 MFG MIZUHO FINANCIAL GROUP INC Financial Services 148,710.0 $1.2M 0.01% +11K +7.8% $7.94 +16.8%
554 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 22,330.0 $1.2M 0.01% -234.0 -1.0% $52.76 +14.2%
555 SHV ISHARES TR 10,657.0 $1.2M 0.01% -310.0 -2.8% $110.39 -0.1%
556 JD JD.COM INC Consumer Cyclical 39,723.0 $1.2M 0.01% +486.0 +1.2% $29.57 +6.4%
557 BIV VANGUARD BD INDEX FDS 15,199.0 $1.2M 0.01% $77.18 -1.2%
558 LYG LLOYDS BANKING GROUP PLC Financial Services 233,198.0 $1.2M 0.01% +119K +104.5% $5.03 +7.6%
559 FITB FIFTH THIRD BANCORP Financial Services 24,921.0 $1.2M 0.01% +11K +78.7% $46.89 +4.9%
560 FORTINET INC 14,251.0 $1.2M 0.01% -1K -7.3% $81.72
Page 28 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%