BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
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 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSHA TAYSHA GENE THERAPIES INC Healthcare 10,044.0 $45K 0.00% NEW $4.47 +21.9%
142 LITHIUM AMERS CORP NEW 10,237.0 $40K NEW $3.95
143 GUIDEWIRE SOFTWARE INC 36,000.0 $36K NEW $1.00
144 MICROCHIP TECHNOLOGY INC. 35,000.0 $35K NEW $0.99
145 RXRX RECURSION PHARMACEUTICALS IN Healthcare 10,280.0 $32K NEW $3.07 -5.9%
146 ENVISTA HOLDINGS CORPORATION 31,000.0 $31K NEW $0.99
147 LEMAITRE VASCULAR INC 26,000.0 $29K NEW $1.13
148 PALISADE BIO INC 15,743.0 $28K NEW $1.75
149 DROPBOX INC 27,000.0 $26K NEW $0.95
150 CERS CERUS CORP Healthcare 10,996.0 $20K NEW $1.82 +48.3%
151 CMS ENERGY CORP 11,000.0 $13K NEW $1.14
Page 8 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%