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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 35 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RWT REDWOOD TRUST INC Real Estate 14,211.0 $80K 0.00% +318.0 +2.3% $5.61 -6.6%
682 QUBT QUANTUM COMPUTING INC Technology 10,998.0 $75K 0.00% +147.0 +1.4% $6.85 +34.6%
683 ENVX ENOVIX CORPORATION Industrials 13,943.0 $72K 0.00% +217.0 +1.6% $5.18 +6.8%
684 ASPN ASPEN AEROGELS INC Industrials 17,250.0 $59K 0.00% +422.0 +2.5% $3.42 +49.1%
685 COTY COTY INC Consumer Defensive 19,344.0 $39K +974.0 +5.3% $2.01 -4.0%
686 WIT WIPRO LTD Technology 16,738.0 $35K +1K +7.6% $2.12 -9.0%
687 DATADOG INC 31,000.0 $30K +21K +210.0% $0.97
688 PLUG PLUG PWR INC Industrials 12,893.0 $29K +210.0 +1.7% $2.26 +46.5%
689 OABI OMNIAB INC Healthcare 12,178.0 $19K +2K +16.5% $1.57 +51.0%
Page 35 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%