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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 13 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ED CONSOLIDATED EDISON INC Utilities 14,399.0 $1.6M 0.02% +711.0 +5.2% $113.18 -5.9%
242 SNOW SNOWFLAKE INC Technology 10,600.0 $1.6M 0.02% +635.0 +6.4% $150.82 +8.9%
243 UGI UGI CORP NEW Utilities 43,443.0 $1.6M 0.02% +13K +43.1% $36.79 -6.1%
244 MFC MANULIFE FINL CORP Financial Services 46,303.0 $1.6M 0.02% +243.0 +0.5% $34.44 +11.0%
245 MSCI MSCI INC Financial Services 2,945.0 $1.6M 0.02% +301.0 +11.4% $539.01 +4.2%
246 ALL ALLSTATE CORP Financial Services 7,571.0 $1.6M 0.02% +204.0 +2.8% $208.41 +7.8%
247 CAH CARDINAL HEALTH INC Healthcare 7,403.0 $1.6M 0.02% +284.0 +4.0% $211.32 -5.2%
248 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 14,066.0 $1.6M 0.02% +184.0 +1.3% $111.06 +10.1%
249 XEL XCEL ENERGY INC Utilities 19,313.0 $1.5M 0.02% +447.0 +2.4% $80.04 -2.4%
250 WSO WATSCO INC Industrials 4,247.0 $1.5M 0.02% +704.0 +19.9% $363.82 +7.7%
251 TFC TRUIST FINL CORP Financial Services 33,466.0 $1.5M 0.02% +964.0 +3.0% $45.97 +2.3%
252 SPDN DIREXION SHARES ETF TRUST 154,512.0 $1.5M 0.02% +9K +6.3% $9.95 -10.8%
253 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 17,015.0 $1.5M 0.02% +385.0 +2.3% $90.11 +13.6%
254 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,401.0 $1.5M 0.02% +4K +102.6% $182.34 -7.2%
255 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 77,110.0 $1.5M 0.02% +6K +9.1% $19.75 +11.0%
256 TFLO ISHARES TR 29,998.0 $1.5M 0.02% +9K +40.6% $50.63 -0.1%
257 WBD WARNER BROS DISCOVERY INC Communication Services 54,229.0 $1.5M 0.02% +8K +17.4% $27.45 -1.7%
258 CBOE CBOE GLOBAL MKTS INC Financial Services 5,263.0 $1.5M 0.02% +33.0 +0.6% $281.07 +29.1%
259 GWW WW GRAINGER INC Industrials 1,356.0 $1.5M 0.02% +122.0 +9.9% $1090.42 +16.0%
260 LKQ LKQ CORP Consumer Cyclical 50,245.0 $1.5M 0.02% +4K +9.0% $29.37 -15.6%
Page 13 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%