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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 7 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMCSA COMCAST CORP NEW Communication Services 183,074.0 $5.3M 0.07% +6K +3.6% $28.71 -13.6%
122 MDT MEDTRONIC PLC Healthcare 59,321.0 $5.2M 0.06% +8K +15.5% $87.32 -11.4%
123 PFE PFIZER INC Healthcare 182,908.0 $5.1M 0.06% +18K +10.7% $28.07 -9.8%
124 EMR EMERSON ELEC CO Industrials 38,736.0 $5.1M 0.06% +2K +6.9% $131.02 +0.9%
125 GOVT ISHARES TR 216,094.0 $5.0M 0.06% +151K +232.9% $22.91 -1.8%
126 WM WASTE MGMT INC DEL Industrials 21,092.0 $4.8M 0.06% +2K +7.9% $229.79 -3.1%
127 VOE VANGUARD INDEX FDS 26,185.0 $4.8M 0.06% +2K +8.4% $184.28 +3.7%
128 MDLZ MONDELEZ INTL INC Consumer Defensive 82,474.0 $4.8M 0.06% +9K +11.8% $58.14 +6.0%
129 REGN REGENERON PHARMACEUTICALS Healthcare 6,175.0 $4.8M 0.06% +743.0 +13.7% $772.60 -18.5%
130 GLDM WORLD GOLD TR Financial Services 50,506.0 $4.7M 0.06% +2K +3.1% $92.69 -4.3%
131 USB US BANCORP Financial Services 88,607.0 $4.7M 0.06% +548.0 +0.6% $52.52 +1.8%
132 ITW ILLINOIS TOOL WKS INC Industrials 17,736.0 $4.6M 0.06% +1K +9.0% $261.93 -4.8%
133 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 15,960.0 $4.6M 0.06% +1K +8.4% $290.50 +0.4%
134 TT TRANE TECHNOLOGIES PLC Industrials 11,095.0 $4.6M 0.06% +1K +10.1% $416.74 +10.5%
135 PWR QUANTA SVCS INC Industrials 7,964.0 $4.4M 0.05% +50.0 +0.6% $549.05 +31.7%
136 BIL SPDR SERIES TRUST 46,613.0 $4.3M 0.05% +522.0 +1.1% $91.64 -0.1%
137 TRV TRAVELERS COMPANIES INC Financial Services 14,553.0 $4.2M 0.05% +583.0 +4.2% $291.68 +4.9%
138 SCHA SCHWAB STRATEGIC TR 145,544.0 $4.2M 0.05% +96K +192.9% $29.08 +10.2%
139 CME CME GROUP INC Financial Services 14,056.0 $4.2M 0.05% +2K +19.0% $295.36 +2.4%
140 DFAX DIMENSIONAL ETF TRUST 117,679.0 $4.0M 0.05% +57K +94.9% $33.97 +7.0%
Page 7 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%