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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 12 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GM GENERAL MTRS CO Consumer Cyclical 24,638.0 $1.8M 0.02% +607.0 +2.5% $74.50 -1.9%
222 SHY ISHARES TR 21,975.0 $1.8M 0.02% +3K +16.6% $82.57 -0.6%
223 EBAY EBAY INC. Consumer Cyclical 19,644.0 $1.8M 0.02% +2K +9.0% $91.02 +25.7%
224 DAL DELTA AIR LINES INC Industrials 26,576.0 $1.8M 0.02% +3K +15.0% $66.48 +5.7%
225 DLR DIGITAL RLTY TR INC Real Estate 9,771.0 $1.8M 0.02% +4K +55.8% $180.21 +4.6%
226 BAI BLACKROCK ETF TRUST 52,948.0 $1.7M 0.02% +16K +43.4% $32.95 +36.6%
227 ULTA ULTA BEAUTY INC Consumer Cyclical 3,324.0 $1.7M 0.02% +50.0 +1.5% $522.71 -8.2%
228 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,010.0 $1.7M 0.02% +53.0 +1.1% $345.16 -9.8%
229 FAST FASTENAL CO Industrials 37,200.0 $1.7M 0.02% +5K +15.2% $46.40 -5.2%
230 ITA ISHARES TR 7,878.0 $1.7M 0.02% +1K +17.5% $218.75 -0.2%
231 O REALTY INCOME CORP Real Estate 28,036.0 $1.7M 0.02% +1K +5.0% $61.44 +0.4%
232 AXON AXON ENTERPRISE INC Industrials 4,040.0 $1.7M 0.02% +55.0 +1.4% $424.69 -7.6%
233 ENB ENBRIDGE INC Energy 31,545.0 $1.7M 0.02% +295.0 +0.9% $54.14 +4.1%
234 TSN TYSON FOODS INC Consumer Defensive 26,629.0 $1.7M 0.02% +850.0 +3.3% $64.07 +4.1%
235 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 100,399.0 $1.7M 0.02% +7K +7.3% $16.97 +13.1%
236 HQY HEALTHEQUITY INC Healthcare 20,286.0 $1.7M 0.02% +140.0 +0.7% $83.57 -0.6%
237 TDG TRANSDIGM GROUP INC Industrials 1,457.0 $1.7M 0.02% +47.0 +3.3% $1158.66 +2.0%
238 LH LABCORP HOLDINGS INC Healthcare 6,282.0 $1.7M 0.02% +184.0 +3.0% $266.82 -4.2%
239 BHP BHP BILLITON LIMITED Basic Materials 22,928.0 $1.7M 0.02% +2K +11.5% $72.74 +12.6%
240 CNI CANADIAN NATL RY CO Industrials 16,038.0 $1.7M 0.02% +1K +7.4% $102.95 +8.6%
Page 12 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%