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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 25 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SUSC ISHARES TR 20,589.0 $476K 0.01% +237.0 +1.2% $23.14 -0.8%
482 AVTR AVANTOR INC Healthcare 60,698.0 $476K 0.01% +25K +70.3% $7.84 +0.5%
483 CNMD CONMED CORP Healthcare 13,445.0 $475K 0.01% +3K +32.8% $35.36 +2.3%
484 BRZE BRAZE INC Technology 20,012.0 $472K 0.01% +7K +59.3% $23.61 -3.3%
485 IJJ ISHARES TR 3,563.0 $472K 0.01% +589.0 +19.8% $132.49 +5.4%
486 ESLT ELBIT SYS LTD Industrials 552.0 $469K 0.01% +44.0 +8.7% $848.89 -9.2%
487 NRK NUVEEN NY AMT FREE Financial Services 45,445.0 $467K 0.01% +20K +80.8% $10.28 +0.4%
488 MILLROSE PPTYS INC 16,659.0 $466K 0.01% +1K +7.0% $28.00
489 REZI RESIDEO TECHNOLOGIES INC Industrials 13,810.0 $466K 0.01% +614.0 +4.7% $33.71 -20.5%
490 ENR ENERGIZER HLDGS INC Industrials 28,159.0 $462K 0.01% +8K +38.4% $16.42 -1.2%
491 JBT MAREL CORPORATION 3,601.0 $460K 0.01% +61.0 +1.7% $127.87
492 TFX TELEFLEX INCORPORATED Healthcare 3,843.0 $460K 0.01% +1K +43.3% $119.62 +11.0%
493 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 6,616.0 $458K 0.01% +72.0 +1.1% $69.19 -9.4%
494 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 5,271.0 $456K 0.01% +2K +81.0% $86.44 +32.0%
495 L LOEWS CORP Financial Services 4,241.0 $453K 0.01% +170.0 +4.2% $106.74 +1.1%
496 LRN STRIDE INC Consumer Defensive 5,107.0 $450K 0.01% +361.0 +7.6% $88.17 +2.3%
497 XRAY DENTSPLY SIRONA INC Healthcare 38,794.0 $450K 0.01% +6K +17.8% $11.60 -16.0%
498 CORPAY INC 1,542.0 $449K 0.01% +581.0 +60.5% $290.96
499 OKTA OKTA INC Technology 5,692.0 $448K 0.01% +428.0 +8.1% $78.71 +8.9%
500 IOO ISHARES TR 3,696.0 $447K 0.01% +95.0 +2.6% $120.97 +17.0%
Page 25 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%