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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 35 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CATY CATHAY GEN BANCORP Financial Services 17,326.0 $864K 0.01% +877.0 +5.3% $49.86 +14.8%
682 CGXU CAPITAL GROUP INTL FOCUS EQT 29,171.0 $860K 0.01% $29.49 +13.8%
683 RSG REPUBLIC SVCS INC Industrials 3,921.0 $859K 0.01% +212.0 +5.7% $219.03 -3.1%
684 DINO HF SINCLAIR CORP Energy 13,633.0 $851K 0.01% +3K +24.9% $62.39 +9.6%
685 EMB ISHARES TR 9,040.0 $849K 0.01% -850.0 -8.6% $93.93 +1.1%
686 CIEN CIENA CORP Technology 2,185.0 $848K 0.01% -155.0 -6.6% $388.19 +51.3%
687 SPYV SPDR SERIES TRUST 14,956.0 $843K 0.01% -96.0 -0.6% $56.38 +7.5%
688 BDX BECTON DICKINSON & CO Healthcare 5,361.0 $843K 0.01% $157.22 -7.0%
689 VST VISTRA CORP Utilities 5,576.0 $838K 0.01% +808.0 +16.9% $150.33 -4.2%
690 ENS ENERSYS Industrials 4,824.0 $838K 0.01% -166.0 -3.3% $173.72 +37.5%
691 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,862.0 $835K 0.01% -83.0 -2.8% $291.68 -12.9%
692 SYF SYNCHRONY FINANCIAL Financial Services 12,232.0 $832K 0.01% -1K -9.3% $68.02 +5.9%
693 PAAS PAN AMERN SILVER CORP Basic Materials 15,183.0 $829K 0.01% -643.0 -4.1% $54.63 +0.3%
694 SOLV SOLVENTUM CORP Healthcare 12,653.0 $826K 0.01% -417.0 -3.2% $65.30 +16.6%
695 BLUE OWL CAPITAL CORPORATION 72,251.0 $826K 0.01% +2K +3.6% $11.43
696 PRF INVESCO EXCHANGE TRADED FD T 17,340.0 $824K 0.01% $47.53 +11.1%
697 SPIB SPDR SERIES TRUST 24,544.0 $823K 0.01% -400.0 -1.6% $33.54 -0.6%
698 USFR WISDOMTREE TR 16,309.0 $821K 0.01% $50.34 +0.2%
699 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 25,571.0 $819K 0.01% +634.0 +2.5% $32.01 +2.5%
700 NXST NEXSTAR MEDIA GROUP INC Communication Services 4,519.0 $817K 0.01% +958.0 +26.9% $180.83 +4.7%
Page 35 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%