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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 11 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPL PPL CORP Utilities 55,369.0 $2.1M 0.03% +14K +33.0% $38.49 -9.2%
202 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,965.0 $2.1M 0.03% +67.0 +1.0% $304.06 +4.6%
203 VONG VANGUARD SCOTTSDALE FDS 19,189.0 $2.1M 0.03% +4K +29.6% $109.69 +15.5%
204 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,561.0 $2.1M 0.03% +345.0 +4.8% $276.66 -8.7%
205 AMT AMERICAN TOWER CORP Real Estate 11,964.0 $2.1M 0.03% +973.0 +8.8% $172.58 +6.0%
206 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 27,857.0 $2.0M 0.03% +6K +27.1% $72.93 +1.1%
207 SPTL SPDR SERIES TRUST 76,822.0 $2.0M 0.03% +3K +3.6% $26.30 -3.9%
208 XLI SELECT SECTOR SPDR TR 12,466.0 $2.0M 0.03% +255.0 +2.1% $161.73 +4.3%
209 SRE SEMPRA Utilities 20,344.0 $2.0M 0.02% +1K +6.1% $97.86 -7.8%
210 XLC SELECT SECTOR SPDR TR 17,937.0 $2.0M 0.02% +158.0 +0.9% $110.86 +4.5%
211 WPM WHEATON PRECIOUS METALS CORP Basic Materials 15,073.0 $2.0M 0.02% +3K +22.1% $131.21 -1.3%
212 JTEK J P MORGAN EXCHANGE TRADED F 24,742.0 $2.0M 0.02% +7K +41.8% $79.54 +25.4%
213 VYMI VANGUARD WHITEHALL FDS 20,708.0 $2.0M 0.02% +8K +69.3% $94.24 +4.7%
214 ROST ROSS STORES INC Consumer Cyclical 9,003.0 $2.0M 0.02% +347.0 +4.0% $216.62 -2.6%
215 EQIX EQUINIX INC Real Estate 1,982.0 $1.9M 0.02% +332.0 +20.1% $980.47 +8.4%
216 LAMR LAMAR ADVERTISING CO Real Estate 15,281.0 $1.9M 0.02% +818.0 +5.7% $126.66 +14.9%
217 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 26,367.0 $1.9M 0.02% +1K +4.3% $72.46 +22.2%
218 AIG AMERICAN INTL GROUP INC Financial Services 24,962.0 $1.9M 0.02% +254.0 +1.0% $75.25 +3.0%
219 TM TOYOTA MOTOR CORP Consumer Cyclical 9,099.0 $1.9M 0.02% +525.0 +6.1% $206.09 -9.1%
220 ACWI ISHARES TR 13,432.0 $1.9M 0.02% +1K +12.1% $138.37 +10.7%
Page 11 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%