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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 5 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPI J P MORGAN EXCHANGE TRADED 287,937.0 $16.7M 0.21% NEW $57.98 -3.3%
82 PG PROCTER AND GAMBLE CO Consumer Defensive 115,184.0 $16.6M 0.21% NEW $144.05 -1.2%
83 SCHG SCHWAB STRATEGIC TR 481,355.0 $15.8M 0.20% NEW $32.88 +3.1%
84 ORCL ORACLE CORP Technology 79,803.0 $15.7M 0.20% NEW $197.21 -5.4%
85 IXUS ISHARES TR 183,226.0 $15.6M 0.20% NEW $84.97 +9.5%
86 UPS UNITED PARCEL SERVICE INC Industrials 154,328.0 $15.4M 0.20% NEW $99.64 -4.1%
87 ADP AUTOMATIC DATA PROCESSING Industrials 54,497.0 $14.2M 0.18% NEW $261.21 -15.6%
88 CAT CATERPILLAR INC Industrials 24,516.0 $14.2M 0.18% NEW $577.39 +49.0%
89 GE GE AEROSPACE Industrials 45,253.0 $14.1M 0.18% NEW $311.79 -8.3%
90 CSCO CISCO SYS INC Technology 181,863.0 $14.1M 0.18% NEW $77.42 +53.6%
91 MA MASTERCARD INCORPORATED Financial Services 24,189.0 $14.0M 0.18% NEW $577.43 -12.4%
92 ITOT ISHARES TR 92,842.0 $13.9M 0.18% NEW $149.80 +6.7%
93 IBM INTERNATIONAL BUSINESS Technology 45,837.0 $13.8M 0.18% NEW $302.05 -26.3%
94 SPGI S&P GLOBAL INC Financial Services 25,913.0 $13.7M 0.17% NEW $527.70 -20.9%
95 ABT ABBOTT LABS Healthcare 108,561.0 $13.7M 0.17% NEW $125.78 -29.4%
96 MRK MERCK & CO INC Healthcare 127,931.0 $13.6M 0.17% NEW $106.06 +6.1%
97 FENI FIDELITY COVINGTON TRUST 368,467.0 $13.6M 0.17% NEW $36.81 +6.3%
98 BSV VANGUARD BD INDEX FDS 166,710.0 $13.1M 0.17% NEW $78.86 -1.5%
99 PEP PEPSICO INC Consumer Defensive 88,143.0 $12.7M 0.16% NEW $144.16 +3.4%
100 VT VANGUARD INTL EQUITY INDEX 89,482.0 $12.7M 0.16% NEW $141.98 +7.5%
Page 5 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%