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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 14 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 24,852.0 $1.5M 0.02% +8K +45.1% $59.03 +13.3%
262 KHC KRAFT HEINZ CO Consumer Defensive 64,980.0 $1.5M 0.02% +11K +19.8% $22.49 +3.8%
263 MSI MOTOROLA SOLUTIONS INC Technology 3,322.0 $1.4M 0.02% +340.0 +11.4% $435.15 -5.7%
264 YUM YUM BRANDS INC Consumer Cyclical 9,289.0 $1.4M 0.02% +757.0 +8.9% $155.48 -2.0%
265 DELL DELL TECHNOLOGIES INC Technology 8,677.0 $1.4M 0.02% +1K +14.2% $164.13 +45.0%
266 EL LAUDER ESTEE COS INC Consumer Defensive 19,712.0 $1.4M 0.02% +1K +6.4% $71.77 +11.5%
267 RBLX ROBLOX CORP Technology 24,992.0 $1.4M 0.02% +644.0 +2.6% $56.56 -16.9%
268 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 19,368.0 $1.4M 0.02% +4K +26.4% $72.69 +9.2%
269 EW EDWARDS LIFESCIENCES CORP Healthcare 17,508.0 $1.4M 0.02% +528.0 +3.1% $80.08 +2.9%
270 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 15,388.0 $1.4M 0.02% +1K +7.0% $90.42 -5.8%
271 TDY TELEDYNE TECHNOLOGIES INC Technology 2,289.0 $1.4M 0.02% +564.0 +32.7% $605.11 +2.1%
272 NET CLOUDFLARE INC Technology 6,656.0 $1.4M 0.02% +234.0 +3.6% $206.35 -2.2%
273 EXC EXELON CORP Utilities 27,947.0 $1.4M 0.02% +407.0 +1.5% $49.02 -10.3%
274 CBRE CBRE GROUP INC Real Estate 10,009.0 $1.4M 0.02% +282.0 +2.9% $135.46 -5.4%
275 BN BROOKFIELD CORP Financial Services 32,821.0 $1.4M 0.02% +3K +8.8% $41.23 +7.4%
276 ROP ROPER TECHNOLOGIES INC Industrials 3,804.0 $1.3M 0.02% +979.0 +34.6% $353.88 -6.5%
277 MPWR MONOLITHIC PWR SYS INC Technology 1,223.0 $1.3M 0.02% +27.0 +2.3% $1095.58 +35.7%
278 DTE DTE ENERGY CO Utilities 9,054.0 $1.3M 0.02% +46.0 +0.5% $147.37 -4.1%
279 AZO AUTOZONE INC Consumer Cyclical 393.0 $1.3M 0.02% +52.0 +15.2% $3381.06 -1.0%
280 CPRT COPART INC Industrials 39,557.0 $1.3M 0.02% +1K +2.7% $33.20 +0.7%
Page 14 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%