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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 26 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,930.0 $447K 0.01% +490.0 +20.1% $152.51 +6.9%
502 NOK NOKIA CORP Technology 54,761.0 $440K 0.01% +4K +6.8% $8.04 +70.0%
503 GLPI GAMING & LEISURE P Real Estate 9,902.0 $439K 0.01% +1K +14.7% $44.37 +7.1%
504 FSS FEDERAL SIGNAL CORP Industrials 4,046.0 $438K 0.01% +1K +57.4% $108.14 +1.3%
505 PUK PRUDENTIAL PLC Financial Services 15,271.0 $434K 0.01% +510.0 +3.5% $28.43 +6.6%
506 MUSA MURPHY USA INC Consumer Cyclical 861.0 $425K 0.01% +16.0 +1.9% $493.98 +15.3%
507 NVST ENVISTA HOLDINGS CORPORATION Healthcare 16,705.0 $424K 0.01% +4K +29.5% $25.37 -9.1%
508 NI NISOURCE INC Utilities 9,080.0 $424K 0.01% +311.0 +3.5% $46.66 +1.6%
509 EGP EASTGROUP PPTYS INC Real Estate 2,269.0 $423K 0.01% +163.0 +7.7% $186.57 +8.4%
510 EWA ISHARES INC 15,240.0 $423K 0.01% +315.0 +2.1% $27.76 +4.1%
511 BEACON FINANCIAL CORP. 14,057.0 $422K 0.01% +561.0 +4.2% $30.00
512 FNDF SCHWAB STRATEGIC TR 8,617.0 $422K 0.01% +669.0 +8.4% $48.93 +8.8%
513 NUVEEN REAL ASSET INCOME & G 34,273.0 $422K 0.01% +2K +5.4% $12.30
514 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 28,657.0 $421K 0.01% +2K +8.0% $14.69 +3.9%
515 FCN FTI CONSULTING INC Industrials 2,378.0 $420K 0.01% +1K +92.7% $176.76 -12.5%
516 SOUTHSTATE BK CORP 4,531.0 $419K 0.01% +1K +41.0% $92.52
517 EMLP FIRST TR EXCHANGE-TRADED FD 9,582.0 $418K 0.01% +79.0 +0.8% $43.66 +1.0%
518 COHR COHERENT CORP Technology 1,749.0 $417K 0.01% +89.0 +5.4% $238.26 +48.4%
519 AM ANTERO MIDSTREAM CORP Energy 18,122.0 $413K 0.01% +4K +27.8% $22.80 -3.2%
520 HUBS HUBSPOT INC Technology 1,683.0 $411K 0.01% +766.0 +83.5% $244.06 -14.7%
Page 26 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%