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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 13 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DASH DOORDASH INC Communication Services 5,398.0 $810K 0.01% -3K -37.6% $150.15 +3.0%
242 HUM HUMANA INC Healthcare 4,616.0 $804K 0.01% -772.0 -14.3% $174.28 +78.2%
243 SBAC SBA COMMUNICATIONS CORP Real Estate 4,666.0 $803K 0.01% -1K -20.5% $172.11 +20.6%
244 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 87,002.0 $801K 0.01% -8K -8.2% $9.21 +14.0%
245 ICICI BANK LIMITED 30,837.0 $799K 0.01% -1K -3.7% $25.90
246 IYH ISHARES TR 12,843.0 $792K 0.01% -618.0 -4.6% $61.64 +0.4%
247 HEICO CORP NEW 3,726.0 $787K 0.01% -1K -23.6% $211.12
248 SPLV INVESCO EXCH TRADED FD TR II 10,749.0 $786K 0.01% -473.0 -4.2% $73.14 +0.6%
249 VSS VANGUARD INTL EQUITY INDEX F 5,386.0 $785K 0.01% -113.0 -2.0% $145.79 +8.4%
250 REM ISHARES TR 36,289.0 $779K 0.01% -6K -13.7% $21.47 +1.2%
251 CNH INDL N V 70,502.0 $776K 0.01% -7K -9.1% $11.00
252 INCY INCYTE CORP Healthcare 8,189.0 $771K 0.01% -1K -12.9% $94.12 +1.6%
253 VMC VULCAN MATLS CO Basic Materials 2,830.0 $771K 0.01% -79.0 -2.7% $272.27 -4.7%
254 JFR NUVEEN FLOATING RATE INCOME Financial Services 101,280.0 $768K 0.01% -55K -35.2% $7.59 -0.2%
255 WTM WHITE MTNS INS GROUP LTD Financial Services 346.0 $760K 0.01% -18.0 -5.0% $2196.96 -2.4%
256 VEEV VEEVA SYS INC Healthcare 4,270.0 $750K 0.01% -2K -26.7% $175.67 -7.0%
257 PAVE GLOBAL X FDS 14,723.0 $748K 0.01% -304.0 -2.0% $50.81 +7.2%
258 BKH BLACK HILLS CORP Utilities 10,749.0 $746K 0.01% -194.0 -1.8% $69.41 +6.4%
259 RA BROOKFIELD REAL ASSETS INCOM Financial Services 57,767.0 $743K 0.01% -35K -37.9% $12.86 -0.9%
260 IEI ISHARES TR 6,238.0 $740K 0.01% -108.0 -1.7% $118.60 -1.2%
Page 13 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%