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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 24 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CAH CARDINAL HEALTH INC Healthcare 7,119.0 $1.5M 0.02% NEW $207.21 -3.2%
462 AFL AFLAC INC Financial Services 13,268.0 $1.5M 0.02% NEW $110.80 +6.3%
463 WPM WHEATON PRECIOUS METALS Basic Materials 12,344.0 $1.5M 0.02% NEW $118.88 +7.0%
464 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,957.0 $1.5M 0.02% NEW $295.46 +3.7%
465 BWA BORGWARNER INC Consumer Cyclical 32,006.0 $1.5M 0.02% NEW $45.73 +39.0%
466 EW EDWARDS LIFESCIENCES CORP Healthcare 16,980.0 $1.5M 0.02% NEW $86.20 -3.5%
467 ITA ISHARES TR 6,707.0 $1.5M 0.02% NEW $216.35 +3.1%
468 CENCORA INC 4,236.0 $1.4M 0.02% NEW $340.05
469 SCHA SCHWAB STRATEGIC TR 49,690.0 $1.4M 0.02% NEW $28.73 +15.5%
470 LKQ LKQ CORP Consumer Cyclical 46,088.0 $1.4M 0.02% NEW $30.81 -12.8%
471 BN BROOKFIELD CORP Financial Services 30,158.0 $1.4M 0.02% NEW $47.00 -3.3%
472 JFLX J P MORGAN EXCHANGE TRADED 28,044.0 $1.4M 0.02% NEW $50.49 -1.1%
473 SCHH SCHWAB STRATEGIC TR 67,231.0 $1.4M 0.02% NEW $21.04 +12.4%
474 VFH VANGUARD WORLD FD 10,499.0 $1.4M 0.02% NEW $134.50 -5.6%
475 NU NU HLDGS LTD Financial Services 83,108.0 $1.4M 0.02% NEW $16.88 -22.0%
476 SUSA ISHARES TR 9,971.0 $1.4M 0.02% NEW $140.52 +7.2%
477 XEL XCEL ENERGY INC Utilities 18,866.0 $1.4M 0.02% NEW $74.19 +7.6%
478 FMX FOMENTO ECONOMICO MEXICANO Consumer Defensive 13,882.0 $1.4M 0.02% NEW $100.64 +20.6%
479 HUM HUMANA INC Healthcare 5,388.0 $1.4M 0.02% NEW $259.03 +17.2%
480 SYY SYSCO CORP Consumer Defensive 18,799.0 $1.4M 0.02% NEW $74.20 +1.7%
Page 24 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%