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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 11 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VEU VANGUARD INTL EQUITY INDEX F 13,669.0 $1.0M 0.01% -399.0 -2.8% $75.10 +9.4%
202 DKS DICKS SPORTING GOODS INC Consumer Cyclical 5,107.0 $1.0M 0.01% -228.0 -4.3% $199.92 +5.8%
203 TPR TAPESTRY INC Consumer Cyclical 7,211.0 $1.0M 0.01% -60.0 -0.8% $141.11 -6.7%
204 CRH PLC 9,628.0 $1.0M 0.01% -331.0 -3.3% $105.25
205 FTV FORTIVE CORP Technology 18,126.0 $1.0M 0.01% -387.0 -2.1% $55.28 +5.3%
206 EMN EASTMAN CHEM CO Basic Materials 12,958.0 $1.0M 0.01% -535.0 -4.0% $77.20 -8.1%
207 AWK AMERICAN WTR WKS CO INC NEW Utilities 7,182.0 $977K 0.01% -578.0 -7.5% $136.09 -10.1%
208 ALC ALCON AG Healthcare 12,942.0 $975K 0.01% -8K -37.1% $75.35 -10.7%
209 PLXS PLEXUS CORP Technology 4,810.0 $974K 0.01% -321.0 -6.3% $202.54 +23.4%
210 WCC WESCO INTL INC Industrials 3,559.0 $974K 0.01% -453.0 -11.3% $273.62 +23.2%
211 A AGILENT TECHNOLOGIES INC Healthcare 8,252.0 $943K 0.01% -694.0 -7.8% $114.23 -0.4%
212 SHM SPDR SERIES TRUST 19,475.0 $931K 0.01% -6K -24.0% $47.83 -0.2%
213 BBY BEST BUY INC Consumer Cyclical 14,254.0 $930K 0.01% -2K -10.5% $65.23 -6.5%
214 BXP BXP INC Real Estate 17,858.0 $927K 0.01% -2K -7.9% $51.91 +15.4%
215 VTEB VANGUARD MUN BD FDS 18,559.0 $926K 0.01% -7K -26.1% $49.89 -0.2%
216 ICUI ICU MED INC Healthcare 7,126.0 $920K 0.01% -438.0 -5.8% $129.15 -4.3%
217 DFLV DIMENSIONAL ETF TRUST 25,760.0 $920K 0.01% -651.0 -2.5% $35.71 +7.5%
218 PULS PGIM ETF TR 18,317.0 $907K 0.01% -5K -21.4% $49.50 +0.3%
219 LQD ISHARES TR 8,316.0 $906K 0.01% -508.0 -5.8% $109.00 -1.0%
220 BRO BROWN & BROWN INC Financial Services 13,838.0 $902K 0.01% -2K -12.2% $65.21 -11.9%
Page 11 of 29  ·  579 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%