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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 3 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TAFI AB ACTIVE ETFS INC 14,417.0 $363K 0.00% NEW $25.18 -0.4%
42 ASTS AST SPACEMOBILE INC Technology 4,315.0 $358K 0.00% NEW $82.88 +8.1%
43 MAN MANPOWERGROUP INC WIS Industrials 11,816.0 $348K 0.00% NEW $29.46 -7.5%
44 NVT NVENT ELEC PLC Industrials 2,918.0 $345K 0.00% NEW $118.26 +33.8%
45 MTZ MASTEC INC Industrials 1,069.0 $344K 0.00% NEW $321.77 +19.7%
46 APA APA CORPORATION Energy 7,904.0 $335K 0.00% NEW $42.44 -7.4%
47 PIPR PIPER SANDLER COMPANIES Financial Services 4,359.0 $334K 0.00% NEW $76.55 +1.4%
48 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,558.0 $332K 0.00% NEW $93.34 +3.0%
49 CLX CLOROX CO DEL Consumer Defensive 3,140.0 $325K 0.00% NEW $103.64 -10.7%
50 DFGR DIMENSIONAL ETF TRUST 11,947.0 $318K 0.00% NEW $26.58 +8.8%
51 MTCH MATCH GROUP INC NEW Communication Services 10,333.0 $317K 0.00% NEW $30.71 +15.1%
52 RVTY REVVITY INC Healthcare 3,596.0 $315K 0.00% NEW $87.61 +9.4%
53 GWRE GUIDEWIRE SOFTWARE INC Technology 2,059.0 $308K 0.00% NEW $149.56 -6.4%
54 GGG GRACO INC Industrials 3,619.0 $306K 0.00% NEW $84.65 -11.0%
55 OVV OVINTIV INC Energy 5,116.0 $304K 0.00% NEW $59.36 +2.6%
56 UNF UNIFIRST CORP MASS Industrials 1,207.0 $304K 0.00% NEW $251.59 +5.0%
57 NE NOBLE CORP PLC Energy 6,093.0 $299K 0.00% NEW $49.07 +10.6%
58 XME SPDR SERIES TRUST 2,756.0 $298K 0.00% NEW $108.02 +4.8%
59 RRX REGAL REXNORD CORPORATION Industrials 1,582.0 $297K 0.00% NEW $187.73 -0.7%
60 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 26,756.0 $295K 0.00% NEW $11.04 +1.0%
Page 3 of 8  ·  151 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%