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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 73 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 CALM CAL MAINE FOODS INC Consumer Defensive 2,551.0 $205K 0.00% NEW $80.51 -2.8%
1442 MGEE MGE ENERGY INC Utilities 2,605.0 $205K 0.00% NEW $78.75 -4.0%
1443 CGMS CAPITAL GRP FIXED INCM ETF 7,414.0 $205K 0.00% NEW $27.66 -0.8%
1444 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 12,895.0 $205K 0.00% NEW $15.90 -2.6%
1445 WDS WOODSIDE ENERGY GROUP LTD Energy 13,120.0 $205K 0.00% NEW $15.62 +49.0%
1446 NUVEEN S&P 500 BUY-WRITE 13,790.0 $205K 0.00% NEW $14.85
1447 Z ZILLOW GROUP INC Communication Services 2,949.0 $205K 0.00% NEW $69.36 -48.1%
1448 RUN SUNRUN INC Energy 10,691.0 $204K 0.00% NEW $19.09 -31.0%
1449 ZBRA ZEBRA TECHNOLOGIES Technology 826.0 $204K 0.00% NEW $246.67 +0.2%
1450 ESTA ESTABLISHMENT LABS HLDGS Healthcare 2,794.0 $204K 0.00% NEW $72.92 -10.1%
1451 AAL AMERICAN AIRLS GROUP INC Industrials 13,245.0 $203K 0.00% NEW $15.33 -15.5%
1452 ESE ESCO TECHNOLOGIES INC Technology 1,030.0 $203K 0.00% NEW $196.92 +49.8%
1453 MTDR MATADOR RES CO Energy 4,737.0 $203K 0.00% NEW $42.79 +44.2%
1454 WYNN WYNN RESORTS LTD Consumer Cyclical 1,683.0 $203K 0.00% NEW $120.35 -21.2%
1455 CR CRANE COMPANY Industrials 1,078.0 $202K 0.00% NEW $187.59 -10.8%
1456 NEU NEWMARKET CORP Basic Materials 287.0 $201K 0.00% NEW $701.28 -0.3%
1457 NFG NATIONAL FUEL GAS CO Energy 2,476.0 $201K 0.00% NEW $81.22 +4.2%
1458 STWD STARWOOD PPTY TR INC Real Estate 10,807.0 $201K 0.00% NEW $18.60 -9.5%
1459 CWST CASELLA WASTE SYS INC Industrials 1,995.0 $200K 0.00% NEW $100.29 -15.1%
1460 GTN GRAY MEDIA INC Communication Services 39,982.0 $198K 0.00% NEW $4.95 -21.2%
Page 73 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%