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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 20 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CUSHMAN AND WAKEFIELD LTD 63,081.0 $773K 0.01% +3K +5.7% $12.26
382 IHI ISHARES TR 14,354.0 $771K 0.01% +1K +11.1% $53.74 -6.0%
383 DG DOLLAR GEN CORP Consumer Defensive 6,473.0 $769K 0.01% +2K +42.1% $118.74 -11.5%
384 SM SM ENERGY COMPANY Energy 24,584.0 $767K 0.01% +5K +26.6% $31.18 +10.3%
385 VRSK VERISK ANALYTICS INC Industrials 4,025.0 $764K 0.01% +393.0 +10.8% $189.73 -10.3%
386 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 41,213.0 $763K 0.01% +7K +19.1% $18.52 -10.0%
387 DXC DXC TECHNOLOGY CO Technology 60,615.0 $762K 0.01% +7K +13.5% $12.57 -27.6%
388 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,678.0 $755K 0.01% +2K +20.6% $64.61 +43.9%
389 EIX EDISON INTL Utilities 10,308.0 $754K 0.01% +2K +22.4% $73.18 -4.4%
390 CTRA COTERRA ENERGY INC Energy 21,238.0 $746K 0.01% +261.0 +1.2% $35.14 -7.3%
391 MTB M & T BK CORP Financial Services 3,571.0 $738K 0.01% +254.0 +7.7% $206.74 +1.6%
392 VBIL VANGUARD INSTL INDEX FD 9,727.0 $736K 0.01% +170.0 +1.8% $75.65 -0.1%
393 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 7,865.0 $735K 0.01% +510.0 +6.9% $93.47 +18.5%
394 TPH TRI POINTE HOMES INC Consumer Cyclical 15,492.0 $724K 0.01% +274.0 +1.8% $46.73 +0.5%
395 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 65,664.0 $724K 0.01% +9K +15.1% $11.02 +0.7%
396 SR SPIRE INC Utilities 7,877.0 $720K 0.01% +176.0 +2.3% $91.35 -5.2%
397 MAS MASCO CORP Industrials 11,789.0 $712K 0.01% +162.0 +1.4% $60.37 +10.0%
398 SUI SUN CMNTYS INC Real Estate 5,566.0 $708K 0.01% +866.0 +18.4% $127.17 -4.1%
399 CCS CENTURY COMMUNITIES INC Consumer Cyclical 12,147.0 $697K 0.01% +152.0 +1.3% $57.38 -13.5%
400 PPG PPG INDS INC Basic Materials 6,476.0 $692K 0.01% +72.0 +1.1% $106.88 -1.4%
Page 20 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%