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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 19 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GTES GATES INDL CORP PLC Industrials 20,832.0 $471K 0.01% -835.0 -3.9% $22.61 +5.7%
362 CLS CELESTICA INC Technology 1,668.0 $470K 0.01% -165.0 -9.0% $281.73 +24.0%
363 AGO ASSURED GUARANTY LTD Financial Services 5,761.0 $469K 0.01% -542.0 -8.6% $81.48 -4.1%
364 SCCO SOUTHERN COPPER CORP Basic Materials 2,718.0 $468K 0.01% -105.0 -3.7% $172.07 -0.9%
365 NPK INTERNATIONAL INC 32,271.0 $468K 0.01% -2K -5.0% $14.49
366 XYLD GLOBAL X FDS 11,789.0 $461K 0.01% -545.0 -4.4% $39.13 +2.5%
367 GNTX GENTEX CORP Consumer Cyclical 21,025.0 $459K 0.01% -3K -12.6% $21.85 +4.1%
368 EXPD EXPEDITORS INTL WASH INC Industrials 3,207.0 $459K 0.01% -246.0 -7.1% $143.23 +9.9%
369 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,038.0 $456K 0.01% -78.0 -2.5% $150.02 -2.7%
370 ROKU ROKU INC Communication Services 4,787.0 $453K 0.01% -182.0 -3.7% $94.62 +27.4%
371 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 762.0 $452K 0.01% -185.0 -19.5% $593.01 -3.6%
372 NEO NEOGENOMICS INC Healthcare 60,477.0 $449K 0.01% -985.0 -1.6% $7.42 +17.1%
373 THC TENET HEALTHCARE CORP Healthcare 2,377.0 $449K 0.01% -232.0 -8.9% $188.75 -0.2%
374 AMERICA MOVIL SAB DE CV 17,414.0 $444K 0.01% -2K -8.2% $25.48
375 DGX QUEST DIAGNOSTICS INC Healthcare 2,261.0 $443K 0.01% -973.0 -30.1% $195.97 -2.5%
376 HMC HONDA MOTOR CO LTD Consumer Cyclical 18,207.0 $443K 0.01% -2K -9.2% $24.31 +4.7%
377 SU SUNCOR ENERGY INC NEW Energy 6,691.0 $442K 0.01% -159.0 -2.3% $66.11 +5.2%
378 G GENPACT LIMITED Technology 11,780.0 $439K 0.01% -3K -20.1% $37.25 -16.4%
379 PODD INSULET CORP Healthcare 2,072.0 $435K 0.01% -423.0 -16.9% $209.83 -27.3%
380 PR PERMIAN RESOURCES CORP Energy 20,253.0 $432K 0.01% -2K -10.1% $21.32 +0.7%
Page 19 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%