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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 23 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 29,484.0 $555K 0.01% +5K +20.5% $18.83 +19.4%
442 ARMK ARAMARK Industrials 13,686.0 $555K 0.01% +3K +31.1% $40.54 +27.1%
443 ES EVERSOURCE ENERGY Utilities 7,997.0 $554K 0.01% +509.0 +6.8% $69.28 -0.7%
444 AIQ GLOBAL X FDS 11,824.0 $552K 0.01% +444.0 +3.9% $46.67 +32.6%
445 XAR SPDR SERIES TRUST 2,146.0 $545K 0.01% +82.0 +4.0% $254.04 +4.9%
446 GAP GAP INC Consumer Cyclical 22,514.0 $545K 0.01% +114.0 +0.5% $24.20 -14.1%
447 DXCM DEXCOM INC Healthcare 8,636.0 $542K 0.01% +43.0 +0.5% $62.80 +6.6%
448 NEBIUS GROUP N.V. 5,187.0 $538K 0.01% +2K +89.4% $103.76
449 OKLO OKLO INC Utilities 10,804.0 $536K 0.01% +3K +41.8% $49.59 +12.7%
450 VGSH VANGUARD SCOTTSDALE FDS 9,055.0 $530K 0.01% +2K +35.2% $58.54 -0.5%
451 WBS WEBSTER FINL CORP Financial Services 7,620.0 $529K 0.01% +666.0 +9.6% $69.42 +3.3%
452 INGERSOLL RAND INC 6,593.0 $528K 0.01% +2K +56.9% $80.12
453 MDB MONGODB INC Technology 2,144.0 $525K 0.01% +58.0 +2.8% $244.83 +36.7%
454 ETSY INC 10,400.0 $524K 0.01% +801.0 +8.3% $50.38
455 APLD APPLIED DIGITAL CORP Technology 22,017.0 $523K 0.01% +762.0 +3.6% $23.74 +66.5%
456 SON SONOCO PRODS CO Consumer Cyclical 9,660.0 $523K 0.01% +3K +45.1% $54.09 -14.3%
457 VOD VODAFONE GROUP PLC Communication Services 34,734.0 $522K 0.01% +3K +8.2% $15.02 +0.9%
458 CPRX CATALYST PHARMACEUTICALS INC Healthcare 21,024.0 $521K 0.01% +581.0 +2.8% $24.76 +26.1%
459 WEX WEX INC Technology 3,401.0 $520K 0.01% +398.0 +13.2% $153.04 -7.8%
460 STRL STERLING INFRASTRUCTURE INC Industrials 1,271.0 $518K 0.01% +277.0 +27.9% $407.26 +78.8%
Page 23 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%