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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 10 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DIVO AMPLIFY ETF TR 55,813.0 $2.5M 0.03% +510.0 +0.9% $44.85 +1.4%
182 VXUS VANGUARD STAR FDS 32,441.0 $2.5M 0.03% +6K +24.0% $77.11 +7.4%
183 SONY SONY GROUP CORP Technology 117,324.0 $2.4M 0.03% +2K +1.6% $20.70 +9.7%
184 FS SPECIALTY LENDING FD 191,469.0 $2.4M 0.03% +71K +59.1% $12.51
185 XLU SELECT SECTOR SPDR TR 50,703.0 $2.3M 0.03% +4K +9.2% $45.89 -3.4%
186 HDV ISHARES TR 17,002.0 $2.3M 0.03% +324.0 +1.9% $135.72 -79.6%
187 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,917.0 $2.3M 0.03% +104.0 +2.7% $588.62 -5.6%
188 BTI BRITISH AMERN TOB PLC Consumer Defensive 39,134.0 $2.3M 0.03% +12K +44.5% $58.47 +13.5%
189 APOS APOLLO GLOBAL MGMT INC Financial Services 20,509.0 $2.3M 0.03% +298.0 +1.5% $111.42 -76.8%
190 TZA DIREXION SHARES ETF TRUST 324,419.0 $2.3M 0.03% +246K +315.9% $7.02 -25.8%
191 HSBC HSBC HLDGS PLC Financial Services 27,521.0 $2.3M 0.03% +1K +4.6% $82.49 +9.3%
192 KMI KINDER MORGAN INC DEL Energy 66,466.0 $2.2M 0.03% +2K +2.8% $33.53 +0.7%
193 DUHP DIMENSIONAL ETF TRUST 60,334.0 $2.2M 0.03% +53K +680.4% $36.76 +7.9%
194 CANADIAN PACIFIC KANSAS CITY 28,102.0 $2.2M 0.03% +178.0 +0.6% $78.81
195 SE SEA LTD Consumer Cyclical 26,410.0 $2.2M 0.03% +6K +28.8% $82.81 +6.6%
196 BBAX J P MORGAN EXCHANGE TRADED F 36,547.0 $2.2M 0.03% +221.0 +0.6% $59.46 +2.6%
197 NEM NEWMONT CORP Basic Materials 19,996.0 $2.2M 0.03% +479.0 +2.5% $108.25 +1.5%
198 SAN BANCO SANTANDER SA Financial Services 191,230.0 $2.2M 0.03% +50K +35.6% $11.28 +5.1%
199 APP APPLOVIN CORP Technology 5,381.0 $2.1M 0.03% +769.0 +16.7% $397.98 +19.8%
200 BWA BORGWARNER INC Consumer Cyclical 39,310.0 $2.1M 0.03% +7K +22.8% $54.26 +12.7%
Page 10 of 35  ·  689 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%