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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 4 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAC DIMENSIONAL ETF TRUST 338,183.0 $13.1M 0.16% +249K +278.2% $38.86 +9.8%
62 VT VANGUARD INTL EQUITY INDEX F 94,015.0 $13.0M 0.16% +5K +5.1% $138.32 +10.3%
63 ASML ASML HLDG NV Technology 9,635.0 $12.7M 0.16% +277.0 +3.0% $1320.85 +10.5%
64 ORCL ORACLE CORP Technology 81,385.0 $12.0M 0.15% +2K +2.0% $147.10 +26.9%
65 SCHP SCHWAB STRATEGIC TR 437,230.0 $11.6M 0.14% +381K +672.0% $26.61 -0.2%
66 JAAA JANUS DETROIT STR TR 227,698.0 $11.5M 0.14% +203K +834.8% $50.57 +0.1%
67 ADP AUTOMATIC DATA PROCESSING IN Industrials 56,197.0 $11.5M 0.14% +2K +3.1% $204.88 +7.6%
68 UNP UNION PAC CORP Industrials 47,292.0 $11.5M 0.14% +1K +2.5% $242.62 +13.4%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 47,044.0 $11.4M 0.14% +1K +2.6% $242.39 -8.1%
70 JPIE J P MORGAN EXCHANGE TRADED F 241,843.0 $11.1M 0.14% +77K +46.6% $46.07 -0.6%
71 MU MICRON TECHNOLOGY INC Technology 31,981.0 $10.8M 0.13% +5K +19.4% $337.98 +101.6%
72 DIS DISNEY WALT CO Communication Services 110,246.0 $10.6M 0.13% +3K +2.6% $96.38 +7.9%
73 PLTR PALANTIR TECHNOLOGIES INC Technology 70,666.0 $10.3M 0.13% +4K +5.3% $146.28 -7.6%
74 SUB ISHARES TR 96,695.0 $10.3M 0.13% +73K +309.7% $106.50 -0.4%
75 MAR MARRIOTT INTL INC NEW Consumer Cyclical 31,470.0 $10.3M 0.13% +241.0 +0.8% $327.07 +9.8%
76 NEE NEXTERA ENERGY INC Utilities 109,097.0 $10.1M 0.12% +7K +7.1% $92.88 +0.5%
77 GLD SPDR GOLD TR Financial Services 23,378.0 $10.1M 0.12% +9K +60.2% $430.29 -2.8%
78 MO ALTRIA GROUP INC Consumer Defensive 142,901.0 $9.4M 0.12% +5K +3.6% $65.99 +11.7%
79 MS MORGAN STANLEY Financial Services 56,131.0 $9.2M 0.11% +3K +5.3% $164.57 +17.1%
80 LMT LOCKHEED MARTIN CORP Industrials 15,208.0 $9.2M 0.11% +1K +9.6% $604.39 -12.6%
Page 4 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%