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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 2 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IXUS ISHARES TR 179,926.0 $15.6M 0.19% -3K -1.8% $86.64 +7.4%
22 WFC WELLS FARGO & CO Financial Services 191,220.0 $15.2M 0.19% -5K -2.6% $79.60 -6.6%
23 CSCO CISCO SYS INC Technology 178,089.0 $13.8M 0.17% -4K -2.1% $77.61 +53.2%
24 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 40,013.0 $13.6M 0.17% -2K -4.4% $338.79 +16.9%
25 FENI FIDELITY COVINGTON TRUST 363,613.0 $13.5M 0.17% -5K -1.3% $37.20 +5.2%
26 EEM ISHARES TR 217,858.0 $12.4M 0.15% -12K -5.4% $56.79 +13.2%
27 GE GE AEROSPACE Industrials 41,327.0 $11.7M 0.14% -4K -8.7% $284.22 +0.6%
28 MA MASTERCARD INCORPORATED Financial Services 22,967.0 $11.5M 0.14% -1K -5.0% $499.66 +1.2%
29 ABT ABBOTT LABORATORIES Healthcare 104,723.0 $10.8M 0.13% -4K -3.5% $102.67 -13.5%
30 SPGI S&P GLOBAL INC Financial Services 24,989.0 $10.6M 0.13% -924.0 -3.6% $425.34 -1.9%
31 IJR ISHARES TR 84,909.0 $10.6M 0.13% -650.0 -0.8% $124.31 +7.1%
32 GS GOLDMAN SACHS GROUP INC Financial Services 11,700.0 $9.9M 0.12% -310.0 -2.6% $845.79 +11.9%
33 SCHW SCHWAB CHARLES CORP Financial Services 103,986.0 $9.8M 0.12% -538.0 -0.5% $93.98 -1.7%
34 MMM 3M CO Industrials 64,604.0 $9.4M 0.12% -2K -2.9% $145.23 +5.0%
35 UNH UNITEDHEALTH GROUP INC Healthcare 34,285.0 $9.3M 0.11% -1K -4.0% $270.59 +44.5%
36 EFV ISHARES TR 122,080.0 $9.1M 0.11% -2K -1.7% $74.35 +4.5%
37 EFAV ISHARES TR 92,207.0 $8.4M 0.10% -1K -1.4% $91.37 +0.3%
38 CB CHUBB LTD SWITZ Financial Services 25,469.0 $8.3M 0.10% -1K -4.5% $326.90 +1.0%
39 IAU ISHARES GOLD TR Financial Services 93,259.0 $8.2M 0.10% -2K -2.0% $88.16 -4.4%
40 MGK VANGUARD WORLD FD 20,651.0 $7.6M 0.09% -539.0 -2.5% $367.38 -76.2%
Page 2 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%