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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 18 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SCHE SCHWAB STRATEGIC TR 15,300.0 $504K 0.01% -918.0 -5.7% $32.95 +8.0%
342 PTEN PATTERSON-UTI ENERGY INC Energy 46,490.0 $503K 0.01% -2K -4.9% $10.83 +17.5%
343 WAL WESTERN ALLIANCE BANCORP Financial Services 7,105.0 $503K 0.01% -273.0 -3.7% $70.85 +7.4%
344 TLK TELEKOMUNIKASI IND Communication Services 26,895.0 $502K 0.01% -749.0 -2.7% $18.68 -7.6%
345 EEFT EURONET WORLDWIDE INC Technology 7,534.0 $500K 0.01% -304.0 -3.9% $66.37 +1.2%
346 LOPE GRAND CANYON ED INC Consumer Defensive 2,927.0 $498K 0.01% -17.0 -0.6% $170.03 -6.2%
347 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 97,423.0 $497K 0.01% -2K -1.8% $5.10 +5.7%
348 ARGX ARGENX SE Healthcare 674.0 $492K 0.01% -50.0 -6.9% $730.61 +10.1%
349 HOLOGIC INC 6,484.0 $490K 0.01% -593.0 -8.4% $75.59
350 IBB ISHARES TR 2,872.0 $485K 0.01% -171.0 -5.6% $168.85 -0.6%
351 USFD US FOODS HLDG CORP Consumer Defensive 5,251.0 $484K 0.01% -456.0 -8.0% $92.21 -11.9%
352 SLYV SPDR SERIES TRUST 5,130.0 $484K 0.01% -272.0 -5.0% $94.36 +8.0%
353 VTIP VANGUARD MALVERN FDS 9,657.0 $482K 0.01% -891.0 -8.4% $49.95 +0.7%
354 EWY ISHARES INC 3,911.0 $481K 0.01% -673.0 -14.7% $123.01 +46.4%
355 LEN LENNAR CORP Consumer Cyclical 5,493.0 $477K 0.01% -1K -21.1% $86.84 -4.4%
356 ROL ROLLINS INC Consumer Cyclical 8,926.0 $477K 0.01% -598.0 -6.3% $53.41 +0.6%
357 RBC RBC BEARINGS INC Industrials 874.0 $475K 0.01% -100.0 -10.3% $543.13 +4.1%
358 TKR TIMKEN CO Industrials 4,716.0 $474K 0.01% -3K -40.5% $100.57 +8.7%
359 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,582.0 $472K 0.01% -88.0 -2.4% $131.74 +17.2%
360 VIS VANGUARD WORLD FD 1,510.0 $471K 0.01% -32.0 -2.1% $312.25 +6.8%
Page 18 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%