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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 15 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HEI HEICO CORP NEW Industrials 2,432.0 $667K 0.01% -671.0 -21.6% $274.20 +6.6%
282 B BARRICK MNG CORP Basic Materials 16,330.0 $666K 0.01% -471.0 -2.8% $40.79 +0.4%
283 MATX MATSON INC Industrials 4,060.0 $666K 0.01% -373.0 -8.4% $163.94 +9.8%
284 APTIV PLC 9,431.0 $655K 0.01% -1K -10.0% $69.44
285 RYANAIR HOLDINGS PLC 11,260.0 $651K 0.01% -70.0 -0.6% $57.80
286 TRMB TRIMBLE INC Technology 9,913.0 $647K 0.01% -1K -10.8% $65.23 -16.4%
287 DOCN DIGITALOCEAN HLDGS INC Technology 7,535.0 $646K 0.01% -6K -42.9% $85.78 +74.9%
288 HWC HANCOCK WHITNEY CORPORATION Financial Services 10,145.0 $645K 0.01% -139.0 -1.4% $63.59 +2.8%
289 FNF FIDELITY NATL FINL INC Financial Services 13,891.0 $644K 0.01% -1K -8.6% $46.38 +5.4%
290 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 11,396.0 $637K 0.01% -773.0 -6.3% $55.90 -2.2%
291 IAGG ISHARES TR 12,694.0 $635K 0.01% -8K -38.0% $50.04 -0.1%
292 BRW SABA CAPITAL INCOME & OPRNT Financial Services 94,181.0 $635K 0.01% -43K -31.5% $6.74 -0.0%
293 SANM SANMINA CORP Technology 4,880.0 $633K 0.01% -313.0 -6.0% $129.64 +73.3%
294 FOXA FOX CORP Communication Services 10,788.0 $630K 0.01% -2K -18.0% $58.40 +10.5%
295 PHO INVESCO EXCHANGE TRADED FD T 9,330.0 $624K 0.01% -695.0 -6.9% $66.86 -3.0%
296 CSL CARLISLE COS INC Industrials 1,856.0 $619K 0.01% -178.0 -8.8% $333.62 -2.4%
297 ACIW ACI WORLDWIDE INC Technology 15,014.0 $616K 0.01% -776.0 -4.9% $41.01 +5.5%
298 VTR VENTAS INC Real Estate 7,431.0 $612K 0.01% -215.0 -2.8% $82.41 +7.2%
299 WCN WASTE CONNECTIONS INC Industrials 3,749.0 $609K 0.01% -581.0 -13.4% $162.42 -3.1%
300 FE FIRSTENERGY CORP Utilities 11,985.0 $607K 0.01% -502.0 -4.0% $50.66 -11.0%
Page 15 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%