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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 18 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,672.0 $913K 0.01% +736.0 +18.7% $195.41 +6.9%
342 IDEV ISHARES TR 10,924.0 $913K 0.01% +965.0 +9.7% $83.57 +6.7%
343 EGBN EAGLE BANCORPORATION INC Financial Services 36,610.0 $910K 0.01% +192.0 +0.5% $24.87 +2.1%
344 RELX RELX PLC Communication Services 27,440.0 $910K 0.01% +7K +31.1% $33.15 +0.9%
345 NXPI NXP SEMICONDUCTORS N V Technology 4,585.0 $908K 0.01% +645.0 +16.4% $198.03 +54.0%
346 IP INTERNATIONAL PAPER CO Consumer Cyclical 25,383.0 $906K 0.01% +812.0 +3.3% $35.70 -14.2%
347 FTDR FRONTDOOR INC Consumer Cyclical 17,110.0 $904K 0.01% +366.0 +2.2% $52.86 +17.0%
348 PYPL PAYPAL HLDGS INC Financial Services 19,954.0 $903K 0.01% +742.0 +3.9% $45.23 -2.7%
349 VPU VANGUARD WORLD FD 4,539.0 $899K 0.01% +243.0 +5.7% $198.13 -2.5%
350 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,711.0 $897K 0.01% +136.0 +5.3% $330.85 -11.3%
351 GRMN GARMIN LTD Technology 3,820.0 $886K 0.01% +114.0 +3.1% $232.02 +0.6%
352 ITM VANECK ETF TRUST 19,043.0 $884K 0.01% +2K +9.1% $46.43 -0.3%
353 RKT ROCKET COS INC Financial Services 61,401.0 $875K 0.01% +20K +48.6% $14.25 -5.7%
354 POWL POWELL INDS INC Industrials 1,609.0 $871K 0.01% +19.0 +1.2% $541.16 -50.2%
355 GDX VANECK ETF TRUST 9,475.0 $869K 0.01% +3K +46.0% $91.75 -5.9%
356 F FORD MTR CO Consumer Cyclical 75,143.0 $867K 0.01% +6K +9.1% $11.54 +14.8%
357 OMC OMNICOM GROUP INC Communication Services 11,382.0 $867K 0.01% +2K +26.2% $76.13 -6.0%
358 CATY CATHAY GEN BANCORP Financial Services 17,326.0 $864K 0.01% +877.0 +5.3% $49.86 +13.2%
359 RSG REPUBLIC SVCS INC Industrials 3,921.0 $859K 0.01% +212.0 +5.7% $219.03 -3.2%
360 DINO HF SINCLAIR CORP Energy 13,633.0 $851K 0.01% +3K +24.9% $62.39 +13.1%
Page 18 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%