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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 27 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KRG KITE REALTY GROUP TRUST Real Estate 16,718.0 $410K 0.01% +181.0 +1.1% $24.55 +6.6%
522 OII OCEANEERING INTL INC Energy 11,532.0 $409K 0.01% +793.0 +7.4% $35.47 +7.2%
523 KVUE KENVUE INC Consumer Defensive 23,645.0 $408K 0.01% +244.0 +1.0% $17.24 -0.5%
524 WES WESTERN MIDSTREAM PARTNERS L Energy 9,875.0 $407K 0.01% +558.0 +6.0% $41.17 +15.0%
525 IGF ISHARES TR 6,046.0 $405K 0.01% +2K +62.7% $67.00 +0.3%
526 RS RELIANCE INC Basic Materials 1,333.0 $405K 0.01% +33.0 +2.5% $303.84 +17.7%
527 AUB ATLANTIC UN BANKSHARES CORP Financial Services 11,327.0 $405K 0.01% +2K +22.2% $35.74 +5.4%
528 BAX BAXTER INTL INC Healthcare 24,073.0 $405K 0.01% +13K +108.2% $16.82 +11.6%
529 CRS CARPENTER TECHNOLOGY CORP Industrials 1,021.0 $402K 0.01% +45.0 +4.6% $394.19 +3.1%
530 NFG NATIONAL FUEL GAS CO Energy 4,233.0 $400K 0.01% +2K +71.0% $94.61 -10.6%
531 DOCU DOCUSIGN INC Technology 8,436.0 $400K 0.01% +1K +16.8% $47.41 +4.2%
532 JHG JANUS HENDERSON GROUP PLC Financial Services 7,761.0 $399K 0.01% +672.0 +9.5% $51.37 +0.8%
533 BLACKROCK TECH AND PRIVATE E 60,375.0 $398K 0.01% +22K +58.6% $6.60
534 JKHY HENRY JACK & ASSOC INC Technology 2,513.0 $397K 0.01% +1K +105.3% $158.04 -11.1%
535 WFRD WEATHERFORD INTL PLC Energy 4,204.0 $394K 0.01% +885.0 +26.7% $93.63 +16.7%
536 SATS ECHOSTAR CORP Technology 3,360.0 $393K 0.01% +700.0 +26.3% $117.08 +16.6%
537 CNP CENTERPOINT ENERGY INC Utilities 9,079.0 $392K 0.01% +2K +21.2% $43.16 -1.5%
538 WRBY WARBY PARKER INC Healthcare 18,589.0 $392K 0.01% +2K +11.0% $21.07 +21.1%
539 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 45,705.0 $389K 0.01% +8K +21.1% $8.52 -0.2%
540 MTDR MATADOR RES CO Energy 6,163.0 $389K 0.01% +1K +30.1% $63.18 -2.3%
Page 27 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%