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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 32 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 EMN EASTMAN CHEM CO Basic Materials 12,958.0 $1.0M 0.01% -535.0 -4.0% $77.20 -5.2%
622 IQVIA HLDGS INC 5,837.0 $996K 0.01% +571.0 +10.8% $170.55
623 JMUB J P MORGAN EXCHANGE TRADED F 19,881.0 $994K 0.01% +6K +46.8% $49.99 -0.1%
624 RMD RESMED INC Healthcare 4,397.0 $987K 0.01% +156.0 +3.7% $224.50 -6.5%
625 AWK AMERICAN WTR WKS CO INC NEW Utilities 7,182.0 $977K 0.01% -578.0 -7.5% $136.09 -9.0%
626 ALC ALCON AG Healthcare 12,942.0 $975K 0.01% -8K -37.1% $75.35 -9.8%
627 PLXS PLEXUS CORP Technology 4,810.0 $974K 0.01% -321.0 -6.3% $202.54 +27.6%
628 WCC WESCO INTL INC Industrials 3,559.0 $974K 0.01% -453.0 -11.3% $273.62 +27.9%
629 AMRIZE LTD 17,228.0 $965K 0.01% +5K +44.2% $56.02
630 BAR GRANITESHARES GOLD TR Financial Services 20,903.0 $964K 0.01% +1K +6.4% $46.13 -3.1%
631 DOC HEALTHPEAK PROPERTIES INC Real Estate 58,509.0 $961K 0.01% +2K +4.0% $16.43 +19.5%
632 BBEU J P MORGAN EXCHANGE TRADED F 13,267.0 $961K 0.01% $72.41 +7.5%
633 MSTR STRATEGY INC Technology 7,613.0 $950K 0.01% +1K +19.7% $124.80 +32.1%
634 ENFR ALPS ETF TR 24,807.0 $948K 0.01% $38.21 +4.4%
635 UMBF UMB FINL CORP Financial Services 8,337.0 $944K 0.01% +786.0 +10.4% $113.24 +15.0%
636 A AGILENT TECHNOLOGIES INC Healthcare 8,252.0 $943K 0.01% -694.0 -7.8% $114.23 +0.5%
637 JPME J P MORGAN EXCHANGE TRADED F 8,191.0 $938K 0.01% $114.53 +5.2%
638 SHM SPDR SERIES TRUST 19,475.0 $931K 0.01% -6K -24.0% $47.83 -0.2%
639 VDC VANGUARD WORLD FD 4,143.0 $931K 0.01% +200.0 +5.1% $224.60 +2.3%
640 BBY BEST BUY INC Consumer Cyclical 14,254.0 $930K 0.01% -2K -10.5% $65.23 -6.3%
Page 32 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%