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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 12 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DY DYCOM INDS INC Industrials 2,661.0 $902K 0.01% -105.0 -3.8% $338.82 +22.0%
222 ALKS ALKERMES PLC Healthcare 25,259.0 $893K 0.01% -144.0 -0.6% $35.36 +4.6%
223 NICE NICE LTD Technology 8,074.0 $890K 0.01% -109.0 -1.3% $110.26 -14.1%
224 RF REGIONS FINANCIAL CORP NEW Financial Services 33,552.0 $887K 0.01% -2K -6.9% $26.43 +1.6%
225 LW LAMB WESTON HLDGS INC Consumer Defensive 20,782.0 $878K 0.01% -2K -7.7% $42.26 -0.2%
226 CCI CROWN CASTLE INC Real Estate 10,795.0 $878K 0.01% -1K -12.0% $81.31 +13.9%
227 TER TERADYNE INC Technology 2,960.0 $878K 0.01% -83.0 -2.7% $296.49 +8.4%
228 PHM PULTE GROUP INC Consumer Cyclical 7,430.0 $876K 0.01% -846.0 -10.2% $117.89 -5.8%
229 JBL JABIL INC Technology 3,294.0 $875K 0.01% -768.0 -18.9% $265.64 +25.3%
230 FN FABRINET Technology 1,671.0 $872K 0.01% -21.0 -1.2% $521.68 +29.9%
231 EMB ISHARES TR 9,040.0 $849K 0.01% -850.0 -8.6% $93.93 +1.1%
232 CIEN CIENA CORP Technology 2,185.0 $848K 0.01% -155.0 -6.6% $388.19 +39.6%
233 SPYV SPDR SERIES TRUST 14,956.0 $843K 0.01% -96.0 -0.6% $56.38 +7.3%
234 ENS ENERSYS Industrials 4,824.0 $838K 0.01% -166.0 -3.3% $173.72 +25.1%
235 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,862.0 $835K 0.01% -83.0 -2.8% $291.68 -12.9%
236 SYF SYNCHRONY FINANCIAL Financial Services 12,232.0 $832K 0.01% -1K -9.3% $68.02 +2.0%
237 PAAS PAN AMERN SILVER CORP Basic Materials 15,183.0 $829K 0.01% -643.0 -4.1% $54.63 -3.2%
238 SOLV SOLVENTUM CORP Healthcare 12,653.0 $826K 0.01% -417.0 -3.2% $65.30 +14.4%
239 SPIB SPDR SERIES TRUST 24,544.0 $823K 0.01% -400.0 -1.6% $33.54 -0.6%
240 DBC INVESCO DB COMMDY INDX TRCK Financial Services 28,053.0 $812K 0.01% -695.0 -2.4% $28.95 +6.7%
Page 12 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%