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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 17 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 POR PORTLAND GEN ELEC CO Utilities 19,425.0 $1.0M 0.01% +840.0 +4.5% $53.30 -7.4%
322 DISV DIMENSIONAL ETF TRUST 26,147.0 $1.0M 0.01% +19K +270.5% $39.44 +5.4%
323 DIHP DIMENSIONAL ETF TRUST 31,899.0 $1.0M 0.01% +18K +126.9% $32.22 +4.4%
324 CLH CLEAN HARBORS INC Industrials 3,573.0 $1.0M 0.01% +71.0 +2.0% $286.73 +1.8%
325 VIRTUS DIVIDEND INTEREST & P 80,704.0 $1.0M 0.01% +1K +1.8% $12.61
326 FIS FIDELITY NATL INFORMATION SV Technology 21,587.0 $1.0M 0.01% +3K +17.9% $46.91 -9.4%
327 ON ON SEMICONDUCTOR CORP Technology 16,265.0 $1.0M 0.01% +254.0 +1.6% $61.92 +73.7%
328 EME EMCOR GROUP INC Industrials 1,357.0 $1.0M 0.01% +82.0 +6.4% $738.05 +16.4%
329 IQVIA HLDGS INC 5,837.0 $996K 0.01% +571.0 +10.8% $170.55
330 JMUB J P MORGAN EXCHANGE TRADED F 19,881.0 $994K 0.01% +6K +46.8% $49.99 -0.3%
331 RMD RESMED INC Healthcare 4,397.0 $987K 0.01% +156.0 +3.7% $224.50 -7.5%
332 AMRIZE LTD 17,228.0 $965K 0.01% +5K +44.2% $56.02
333 BAR GRANITESHARES GOLD TR Financial Services 20,903.0 $964K 0.01% +1K +6.4% $46.13 -4.2%
334 DOC HEALTHPEAK PROPERTIES INC Real Estate 58,509.0 $961K 0.01% +2K +4.0% $16.43 +17.3%
335 MSTR STRATEGY INC Technology 7,613.0 $950K 0.01% +1K +19.7% $124.80 +32.2%
336 UMBF UMB FINL CORP Financial Services 8,337.0 $944K 0.01% +786.0 +10.4% $113.24 +11.4%
337 VDC VANGUARD WORLD FD 4,143.0 $931K 0.01% +200.0 +5.1% $224.60 +3.9%
338 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 15,616.0 $926K 0.01% +588.0 +3.9% $59.27 -21.8%
339 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,340.0 $921K 0.01% +674.0 +10.1% $125.46 +6.9%
340 FIVE FIVE BELOW INC Consumer Cyclical 4,029.0 $921K 0.01% +157.0 +4.0% $228.48 -6.4%
Page 17 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%