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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 30 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CCL CARNIVAL CORP Consumer Cyclical 42,775.0 $1.1M 0.01% +1K +2.4% $25.88 +1.2%
582 GUNR FLEXSHARES TR 20,061.0 $1.1M 0.01% -150.0 -0.7% $55.16 -1.2%
583 ABNB AIRBNB INC Consumer Cyclical 8,758.0 $1.1M 0.01% -121.0 -1.4% $126.27 +6.3%
584 ENTERGY CORP NEW 9,730.0 $1.1M 0.01% +2K +21.8% $112.36
585 COIN COINBASE GLOBAL INC Financial Services 6,227.0 $1.1M 0.01% -1K -15.9% $174.61 +10.9%
586 RL RALPH LAUREN CORP Consumer Cyclical 3,148.0 $1.1M 0.01% -195.0 -5.8% $344.97 -4.6%
587 HPQ HP INC Technology 55,543.0 $1.1M 0.01% -11K -16.1% $19.55 +12.0%
588 SBCF SEACOAST BKG CORP FLA Financial Services 35,612.0 $1.1M 0.01% +13K +55.4% $30.29 +1.1%
589 GNR SPDR INDEX SHS FDS 14,374.0 $1.1M 0.01% -376.0 -2.5% $74.67 -1.0%
590 VCIT VANGUARD SCOTTSDALE FDS 12,949.0 $1.1M 0.01% +475.0 +3.8% $82.75 -0.7%
591 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,962.0 $1.1M 0.01% +250.0 +5.3% $215.88 -31.0%
592 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,931.0 $1.1M 0.01% -2K -14.7% $97.99 +0.8%
593 WEC WEC ENERGY GROUP INC Utilities 9,242.0 $1.1M 0.01% -662.0 -6.7% $115.77 -4.4%
594 CAG CONAGRA BRANDS INC Consumer Defensive 67,930.0 $1.1M 0.01% +3K +4.6% $15.72 -14.9%
595 ONB OLD NATL BANCORP IND Financial Services 48,158.0 $1.1M 0.01% +4K +8.0% $22.10 +7.8%
596 TTMI TTM TECHNOLOGIES INC Technology 10,916.0 $1.1M 0.01% -2K -17.5% $97.42 +73.8%
597 ACA ARCOSA INC Industrials 10,013.0 $1.1M 0.01% $106.14 +12.3%
598 CNQ CANADIAN NAT RES LTD MED TER Energy 21,554.0 $1.1M 0.01% +526.0 +2.5% $49.15 -0.9%
599 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 35,062.0 $1.1M 0.01% +25K +252.7% $30.12 +13.9%
600 UAL UNITED AIRLS HLDGS INC Industrials 11,427.0 $1.1M 0.01% -442.0 -3.7% $92.07 +6.5%
Page 30 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%