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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 19 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VST VISTRA CORP Utilities 5,576.0 $838K 0.01% +808.0 +16.9% $150.33 -4.4%
362 BLUE OWL CAPITAL CORPORATION 72,251.0 $826K 0.01% +2K +3.6% $11.43
363 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 25,571.0 $819K 0.01% +634.0 +2.5% $32.01 +3.3%
364 NXST NEXSTAR MEDIA GROUP INC Communication Services 4,519.0 $817K 0.01% +958.0 +26.9% $180.83 +5.0%
365 EFSC ENTERPRISE FINL SVCS CORP Financial Services 15,044.0 $814K 0.01% +7K +79.3% $54.11 +11.3%
366 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,105.0 $811K 0.01% +267.0 +3.4% $100.09 -3.0%
367 NATL NCR ATLEOS CORPORATION Technology 18,608.0 $811K 0.01% +121.0 +0.7% $43.58 +2.9%
368 PFF ISHARES TR 26,719.0 $810K 0.01% +3K +10.8% $30.32 +2.7%
369 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,836.0 $806K 0.01% +2K +71.9% $166.67 +9.4%
370 HSY HERSHEY CO Consumer Defensive 3,858.0 $802K 0.01% +2K +90.1% $207.90 -8.0%
371 VONV VANGUARD SCOTTSDALE FDS 8,546.0 $801K 0.01% +4K +70.0% $93.74 +9.2%
372 IUSG ISHARES TR 5,088.0 $788K 0.01% +410.0 +8.8% $154.80 +19.9%
373 CCJ CAMECO CORP Energy 7,242.0 $787K 0.01% +521.0 +7.8% $108.61 -3.4%
374 EA ELECTRONIC ARTS INC Communication Services 3,855.0 $786K 0.01% +37.0 +1.0% $203.87 -1.3%
375 DFAE DIMENSIONAL ETF TRUST 23,192.0 $785K 0.01% +1K +6.1% $33.86 +14.0%
376 HAL HALLIBURTON CO Energy 20,132.0 $785K 0.01% +815.0 +4.2% $38.99 +9.0%
377 INGR INGREDION INC Consumer Defensive 6,962.0 $784K 0.01% +574.0 +9.0% $112.66 -11.0%
378 TROW PRICE T ROWE GROUP INC Financial Services 8,685.0 $783K 0.01% +674.0 +8.4% $90.14 +13.5%
379 DDOG DATADOG INC Technology 6,594.0 $778K 0.01% +708.0 +12.0% $118.04 +79.3%
380 IX ORIX CORP Financial Services 25,858.0 $775K 0.01% +1K +4.9% $29.99 +28.8%
Page 19 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%