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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 11 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPDW SPDR INDEX SHS FDS 110,899.0 $4.9M 0.06% NEW $44.60 +11.7%
202 PFM INVESCO EXCHANGE TRADED FD 95,074.0 $4.9M 0.06% NEW $51.86 +5.0%
203 SYK STRYKER CORPORATION Healthcare 13,857.0 $4.9M 0.06% NEW $354.12 -9.9%
204 ACGL ARCH CAP GROUP LTD Financial Services 50,748.0 $4.9M 0.06% NEW $96.66 +0.2%
205 EMR EMERSON ELEC CO Industrials 36,240.0 $4.9M 0.06% NEW $135.29 -1.9%
206 BK BANK NEW YORK MELLON CORP Financial Services 41,922.0 $4.9M 0.06% NEW $116.87 +17.9%
207 USB US BANCORP DEL Financial Services 88,059.0 $4.8M 0.06% NEW $54.31 +0.1%
208 SO SOUTHERN CO Utilities 54,257.0 $4.8M 0.06% NEW $87.57 +7.1%
209 SPOT SPOTIFY TECHNOLOGY S A Communication Services 8,187.0 $4.7M 0.06% NEW $576.71 -25.0%
210 ASTRAZENECA PLC 50,441.0 $4.7M 0.06% NEW $92.51
211 ACN ACCENTURE PLC IRELAND Technology 17,202.0 $4.6M 0.06% NEW $269.99 -33.8%
212 DGRW WISDOMTREE TR 51,318.0 $4.6M 0.06% NEW $90.05 +6.3%
213 NVS NOVARTIS AG Healthcare 33,223.0 $4.6M 0.06% NEW $138.72 +8.7%
214 FDX FEDEX CORP Industrials 15,771.0 $4.6M 0.06% NEW $291.06 +32.9%
215 BXMT BLACKSTONE MTG TR INC Real Estate 232,024.0 $4.6M 0.06% NEW $19.76 -9.6%
216 IWR ISHARES TR 46,123.0 $4.5M 0.06% NEW $97.26 +7.2%
217 EPD ENTERPRISE PRODS PARTNERS L Energy 139,054.0 $4.5M 0.06% NEW $32.11 +23.3%
218 WM WASTE MGMT INC DEL Industrials 19,550.0 $4.3M 0.06% NEW $222.12 -0.9%
219 SAP SAP SE Technology 17,673.0 $4.3M 0.06% NEW $244.59 -27.3%
220 VOE VANGUARD INDEX FDS 24,146.0 $4.3M 0.06% NEW $178.84 +7.6%
Page 11 of 79  ·  1,575 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 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%