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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 33 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PD PAGERDUTY INC Technology 37,935.0 $236K 0.00% +14K +58.4% $6.21 +13.5%
642 NML NEUBERGER ENGY INFRSTR & INC Financial Services 22,147.0 $233K 0.00% +4K +21.0% $10.51 -1.1%
643 MPLX MPLX LP Energy 4,049.0 $231K 0.00% +208.0 +5.4% $57.08 -2.6%
644 FPF FIRST TR INTER DURATN PFD & Financial Services 12,922.0 $228K 0.00% +3K +26.2% $17.63 +1.6%
645 WELLS FARGO & CO 193.0 $223K 0.00% +1.0 +0.5% $1154.73
646 AX AXOS FINANCIAL INC Financial Services 2,604.0 $222K 0.00% +102.0 +4.1% $85.09 +1.0%
647 RDDT REDDIT INC Communication Services 1,644.0 $221K 0.00% +178.0 +12.1% $134.65 +9.0%
648 GPN GLOBAL PMTS INC Industrials 3,272.0 $220K 0.00% +311.0 +10.5% $67.29 +7.9%
649 CNXC CONCENTRIX CORP Technology 7,956.0 $218K 0.00% +2K +23.9% $27.36 -5.4%
650 GKOS GLAUKOS CORP Healthcare 1,991.0 $214K 0.00% +177.0 +9.8% $107.66 +29.1%
651 WAFD WAFD INC Financial Services 6,714.0 $211K 0.00% +77.0 +1.2% $31.40 +12.9%
652 TTEK TETRA TECH INC NEW Industrials 6,896.0 $208K 0.00% +162.0 +2.4% $30.12 -8.9%
653 AXS AXIS CAP HLDGS LTD Financial Services 2,035.0 $207K 0.00% +80.0 +4.1% $101.87 -1.2%
654 CALM CAL MAINE FOODS INC Consumer Defensive 2,599.0 $206K 0.00% +48.0 +1.9% $79.16 -2.8%
655 DNP DNP SELECT INCOME FD INC Financial Services 19,823.0 $205K 0.00% +815.0 +4.3% $10.36 +4.4%
656 CX CEMEX SA EURO MTN BE 144A Basic Materials 17,555.0 $201K 0.00% +613.0 +3.6% $11.44 +10.1%
657 HIO WESTERN ASSET HIGH INCOME OP Financial Services 55,115.0 $200K 0.00% +9K +19.2% $3.63 -0.3%
658 GTN GRAY MEDIA INC Communication Services 45,152.0 $196K 0.00% +5K +12.9% $4.34 -4.8%
659 HOPE HOPE BANCORP INC Financial Services 17,107.0 $191K 0.00% +856.0 +5.3% $11.17 +11.5%
660 MESOBLAST LTD 12,400.0 $191K 0.00% +175.0 +1.4% $15.38
Page 33 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%