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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 12 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CMF ISHARES TR 74,962.0 $4.3M 0.06% NEW $57.43 -1.2%
222 BIL SPDR SERIES TRUST 46,091.0 $4.2M 0.05% NEW $91.37 +0.2%
223 GLDM WORLD GOLD TR Financial Services 48,980.0 $4.2M 0.05% NEW $85.90 +4.4%
224 REGN REGENERON PHARMACEUTICALS Healthcare 5,432.0 $4.2M 0.05% NEW $773.88 -16.9%
225 PFE PFIZER INC Healthcare 165,274.0 $4.1M 0.05% NEW $24.99 +3.1%
226 CRWD CROWDSTRIKE HLDGS INC Technology 8,659.0 $4.1M 0.05% NEW $475.66 +34.8%
227 TRV TRAVELERS COMPANIES INC Financial Services 13,970.0 $4.1M 0.05% NEW $293.42 +4.4%
228 ADBE ADOBE INC Technology 11,584.0 $4.1M 0.05% NEW $352.52 -29.0%
229 CEF SPROTT ASSET MANAGEMENT LP Financial Services 86,438.0 $4.1M 0.05% NEW $47.21 +0.7%
230 ITW ILLINOIS TOOL WKS INC Industrials 16,265.0 $4.1M 0.05% NEW $250.82 -0.9%
231 MDLZ MONDELEZ INTL INC Consumer Defensive 73,763.0 $4.0M 0.05% NEW $54.81 +12.4%
232 JEPQ J P MORGAN EXCHANGE TRADED 68,219.0 $4.0M 0.05% NEW $59.09 +1.4%
233 SHW SHERWIN WILLIAMS CO Basic Materials 12,157.0 $4.0M 0.05% NEW $326.17 -6.5%
234 TT TRANE TECHNOLOGIES PLC Industrials 10,081.0 $4.0M 0.05% NEW $392.60 +16.1%
235 VNQ VANGUARD INDEX FDS 44,034.0 $3.9M 0.05% NEW $89.22 +7.6%
236 MET METLIFE INC Financial Services 49,179.0 $3.9M 0.05% NEW $79.78 +3.6%
237 SNPS SYNOPSYS INC Technology 8,267.0 $3.9M 0.05% NEW $474.47 +3.4%
238 STT STATE STR CORP Financial Services 29,925.0 $3.9M 0.05% NEW $130.34 +18.2%
239 INTC INTEL CORP Technology 104,443.0 $3.9M 0.05% NEW $37.30 +211.8%
240 PEG PUBLIC SVC ENTERPRISE GRP Utilities 47,619.0 $3.9M 0.05% NEW $81.59 -4.1%
Page 12 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%