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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 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMBJ EMBRAER S.A. Industrials 3,402.0 $203K 0.00% NEW $59.78 -5.7%
122 COLD AMERICOLD REALTY TRUST INC Real Estate 17,005.0 $203K 0.00% NEW $11.95 +21.3%
123 IBDU ISHARES TR 8,721.0 $203K 0.00% NEW $23.26 -0.8%
124 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,055.0 $202K 0.00% NEW $66.11 +4.0%
125 BGR BLACKROCK ENERGY & RES TR Financial Services 11,233.0 $194K 0.00% NEW $17.31 -3.2%
126 ENERGY TRANSFER L P 15,800.0 $183K 0.00% NEW $11.57
127 HTGC HERCULES CAPITAL INC Financial Services 11,994.0 $177K 0.00% NEW $14.77 +4.3%
128 SMR NUSCALE PWR CORP Utilities 16,093.0 $174K 0.00% NEW $10.84 -3.3%
129 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 16,011.0 $169K 0.00% NEW $10.55 +0.4%
130 ONDS ONDAS INC Technology 18,504.0 $167K 0.00% NEW $9.04 +7.3%
131 RDW REDWIRE CORPORATION Industrials 17,131.0 $146K 0.00% NEW $8.50 +64.2%
132 MARA MARA HOLDINGS INC Financial Services 13,294.0 $108K 0.00% NEW $8.16 +49.3%
133 OWL BLUE OWL CAPITAL INC Financial Services 11,040.0 $101K 0.00% NEW $9.13 +3.9%
134 OGN ORGANON & CO Healthcare 15,979.0 $96K 0.00% NEW $5.99 +124.0%
135 MBC MASTERBRAND INC Consumer Cyclical 10,332.0 $86K 0.00% NEW $8.31 -15.2%
136 OSS ONE STOP SYS INC Technology 11,306.0 $86K 0.00% NEW $7.57 +111.2%
137 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 10,289.0 $70K 0.00% NEW $6.83 +2.2%
138 CAST FREECAST INC Technology 14,400.0 $64K 0.00% NEW $4.46 -68.8%
139 EOSE EOS ENERGY ENTERPRISES INC Industrials 12,308.0 $61K 0.00% NEW $4.96 +49.8%
140 ALT ALTIMMUNE INC Healthcare 16,691.0 $51K 0.00% NEW $3.08 -11.0%
Page 7 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%