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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 29 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IUSB ISHARES TR 7,710.0 $356K 0.00% +41.0 +0.5% $46.19 -0.9%
562 MAA MID-AMER APT CMNTYS INC Real Estate 2,911.0 $355K 0.00% +487.0 +20.1% $122.12 +5.2%
563 INSM INSMED INC Healthcare 2,161.0 $353K 0.00% +264.0 +13.9% $163.53 -34.3%
564 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,395.0 $351K 0.00% +419.0 +8.4% $65.11 +7.9%
565 WDS WOODSIDE ENERGY GROUP LTD Energy 14,592.0 $348K 0.00% +1K +11.2% $23.88 -2.6%
566 ALLO ALLOGENE THERAPEUTICS INC Healthcare 142,649.0 $348K 0.00% +104K +267.2% $2.44 -22.1%
567 TTD THE TRADE DESK INC Technology 14,188.0 $347K 0.00% +6K +77.7% $24.44 -13.4%
568 PFS PROVIDENT FINL SVCS INC Financial Services 16,296.0 $345K 0.00% +2K +12.1% $21.16 +2.6%
569 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 9,381.0 $341K 0.00% +365.0 +4.0% $36.39 +0.2%
570 RIVIAN AUTOMOTIVE INC 350,000.0 $341K 0.00% +25K +7.7% $0.97
571 FIVN FIVE9 INC Technology 22,477.0 $341K 0.00% +8K +59.0% $15.17 +48.5%
572 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,624.0 $341K 0.00% +142.0 +3.2% $73.70 -1.0%
573 BOE BLACKROCK ENHANCED GLOBAL Financial Services 30,964.0 $339K 0.00% +3K +11.2% $10.96 +7.9%
574 CIBR FIRST TR EXCHANGE-TRADED FD 5,407.0 $339K 0.00% +217.0 +4.2% $62.68 +30.3%
575 EVEREST GROUP LTD 1,024.0 $335K 0.00% +94.0 +10.1% $326.85
576 MC MOELIS & CO Financial Services 5,819.0 $332K 0.00% +247.0 +4.4% $57.00 +9.2%
577 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 6,022.0 $330K 0.00% +915.0 +17.9% $54.75 +10.1%
578 MP MP MATERIALS CORP Basic Materials 6,819.0 $329K 0.00% +1K +25.0% $48.26 +13.8%
579 VRTS VIRTUS INVT PARTNERS INC Financial Services 2,441.0 $328K 0.00% +241.0 +10.9% $134.35 -1.3%
580 EAGG ISHARES TR 6,890.0 $328K 0.00% +2K +40.1% $47.55 -1.1%
Page 29 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%