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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 28 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,515.0 $389K 0.01% +2K +42.1% $70.51 -24.2%
542 ALLE ALLEGION PLC Industrials 2,671.0 $388K 0.01% +1K +68.0% $145.29 -11.0%
543 RYN RAYONIER INC Real Estate 18,815.0 $388K 0.01% +7K +63.3% $20.62 -3.2%
544 CNC CENTENE CORP DEL Healthcare 11,836.0 $388K 0.01% +292.0 +2.5% $32.74 +80.7%
545 MLPX GLOBAL X FDS 5,200.0 $384K 0.01% +1K +23.8% $73.94 +3.4%
546 SPSC SPS COMM INC Technology 6,894.0 $384K 0.01% +2K +39.5% $55.67 -5.7%
547 ECG EVERUS CONSTR GROUP Industrials 3,236.0 $382K 0.01% +40.0 +1.2% $118.06 +23.9%
548 EZU ISHARES INC 6,042.0 $378K 0.01% +314.0 +5.5% $62.64 +8.3%
549 WTFC WINTRUST FINL CORP Financial Services 2,673.0 $371K 0.01% +552.0 +26.0% $138.95 +5.3%
550 LZB LA Z BOY INC Consumer Cyclical 11,500.0 $370K 0.01% +125.0 +1.1% $32.14 +6.0%
551 ICLR ICON PLC Healthcare 3,335.0 $369K 0.01% +894.0 +36.6% $110.66 +2.6%
552 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 12,247.0 $367K 0.01% +4K +43.0% $29.99 +14.5%
553 CORP PIMCO ETF TR 3,792.0 $367K 0.01% +159.0 +4.4% $96.80 -0.7%
554 HYD VANECK ETF TRUST 7,307.0 $366K 0.00% +228.0 +3.2% $50.14 +0.8%
555 PBA PEMBINA PIPELINE CORP Energy 8,185.0 $366K 0.00% +302.0 +3.8% $44.76 +10.7%
556 BALL BALL CORP Consumer Cyclical 6,192.0 $366K 0.00% +898.0 +17.0% $59.11 -3.9%
557 NSA NATIONAL STORAGE AFFILIATES Real Estate 9,573.0 $361K 0.00% +2K +35.2% $37.74 +10.4%
558 FOUR SHIFT4 PMTS INC Technology 8,259.0 $361K 0.00% +1K +21.7% $43.73 -6.3%
559 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,004.0 $360K 0.00% +138.0 +15.9% $358.79 -12.8%
560 EXK ENDEAVOUR SILVER CORP Basic Materials 38,642.0 $360K 0.00% +5K +15.0% $9.31 -3.2%
Page 28 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%