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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 5 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MGY MAGNOLIA OIL & GAS CORP Energy 7,951.0 $251K 0.00% NEW $31.57 -3.8%
82 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,346.0 $249K 0.00% NEW $106.23 +8.7%
83 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 773.0 $248K 0.00% NEW $321.42 +10.0%
84 UBSI UNITED BANKSHARES INC WEST V Financial Services 5,930.0 $248K 0.00% NEW $41.80 +2.0%
85 IYE ISHARES TR 3,726.0 $241K 0.00% NEW $64.77 +0.1%
86 WSFS WSFS FINL CORP Financial Services 3,653.0 $239K 0.00% NEW $65.46 +9.3%
87 REMX VANECK ETF TRUST 2,708.0 $238K 0.00% NEW $88.00 +5.9%
88 PAA PLAINS ALL AMERN PIPELINE L Energy 10,594.0 $237K 0.00% NEW $22.33 +6.8%
89 COPX GLOBAL X FDS 3,090.0 $236K 0.00% NEW $76.34 +4.7%
90 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,234.0 $235K 0.00% NEW $105.40 -6.5%
91 QMAR FIRST TR EXCHNG TRADED FD VI 7,000.0 $235K 0.00% NEW $33.62 +9.5%
92 EWZ ISHARES INC 6,055.0 $232K 0.00% NEW $38.39 -5.2%
93 RTO RENTOKIL INITIAL PLC Industrials 7,344.0 $231K 0.00% NEW $31.48 +0.8%
94 IGLB ISHARES TR 4,621.0 $229K 0.00% NEW $49.63 -1.9%
95 RUNN STRATEGIC TRUST 7,111.0 $229K 0.00% NEW $32.21 +0.3%
96 KTB KONTOOR BRANDS INC Consumer Cyclical 3,229.0 $227K 0.00% NEW $70.29 -10.3%
97 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 12,019.0 $225K 0.00% NEW $18.74 +2.6%
98 ALG ALAMO GROUP INC Industrials 1,355.0 $224K 0.00% NEW $164.97 -9.7%
99 ALGN ALIGN TECHNOLOGY INC Healthcare 1,295.0 $222K 0.00% NEW $171.45 -10.3%
100 CWEN CLEARWAY ENERGY INC Utilities 5,648.0 $222K 0.00% NEW $39.29 -5.7%
Page 5 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%