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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 16 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JD JD.COM INC Consumer Cyclical 39,723.0 $1.2M 0.01% +486.0 +1.2% $29.57 +10.1%
302 LYG LLOYDS BANKING GROUP PLC Financial Services 233,198.0 $1.2M 0.01% +119K +104.5% $5.03 +4.1%
303 FITB FIFTH THIRD BANCORP Financial Services 24,921.0 $1.2M 0.01% +11K +78.7% $46.89 +1.3%
304 LVHI LEGG MASON ETF INVT 28,475.0 $1.2M 0.01% +1K +5.3% $40.54 +2.1%
305 ELAN ELANCO ANIMAL HEALTH INC Healthcare 48,100.0 $1.2M 0.01% +13K +37.1% $23.93 -14.6%
306 IJS ISHARES TR 9,672.0 $1.1M 0.01% +805.0 +9.1% $118.46 +5.3%
307 WDAY WORKDAY INC Technology 8,815.0 $1.1M 0.01% +756.0 +9.4% $129.92 -5.6%
308 IDXX IDEXX LABS INC Healthcare 2,030.0 $1.1M 0.01% +36.0 +1.8% $561.92 -4.2%
309 CF CF INDUSTRIES HOLD Basic Materials 8,682.0 $1.1M 0.01% +3K +44.3% $129.84 -2.0%
310 NKE NIKE INC Consumer Cyclical 21,117.0 $1.1M 0.01% +2K +7.9% $53.34 -21.4%
311 CE CELANESE CORP DEL Basic Materials 16,946.0 $1.1M 0.01% +1K +8.2% $65.77 -18.4%
312 CCL CARNIVAL CORP Consumer Cyclical 42,775.0 $1.1M 0.01% +1K +2.4% $25.88 -8.7%
313 ENTERGY CORP NEW 9,730.0 $1.1M 0.01% +2K +21.8% $112.36
314 SBCF SEACOAST BKG CORP FLA Financial Services 35,612.0 $1.1M 0.01% +13K +55.4% $30.29 -0.5%
315 VCIT VANGUARD SCOTTSDALE FDS 12,949.0 $1.1M 0.01% +475.0 +3.8% $82.75 -1.3%
316 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,962.0 $1.1M 0.01% +250.0 +5.3% $215.88 -33.7%
317 CAG CONAGRA BRANDS INC Consumer Defensive 67,930.0 $1.1M 0.01% +3K +4.6% $15.72 -12.7%
318 ONB OLD NATL BANCORP IND Financial Services 48,158.0 $1.1M 0.01% +4K +8.0% $22.10 +6.1%
319 CNQ CANADIAN NAT RES LTD MED TER Energy 21,554.0 $1.1M 0.01% +526.0 +2.5% $49.15 +1.1%
320 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 35,062.0 $1.1M 0.01% +25K +252.7% $30.12 +13.8%
Page 16 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%