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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 20 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UITB VICTORY PORTFOLIOS II 9,183.0 $432K 0.01% -60.0 -0.7% $47.02 -1.7%
382 VICI VICI PPTYS INC Real Estate 15,433.0 $429K 0.01% -368.0 -2.3% $27.80 +1.6%
383 VPL VANGUARD INTL EQUITY INDEX F 4,382.0 $428K 0.01% -2K -34.0% $97.73 +11.9%
384 VTRS VIATRIS INC Healthcare 31,722.0 $428K 0.01% -2K -7.0% $13.50 +20.8%
385 COKE COCA COLA CONS INC Consumer Defensive 2,182.0 $418K 0.01% -442.0 -16.8% $191.76 -9.8%
386 OZK BANK OZK LITTLE ROCK ARK Financial Services 9,084.0 $417K 0.01% -1K -12.8% $45.89 +3.6%
387 EQNR EQUINOR ASA Energy 9,857.0 $416K 0.01% -132.0 -1.3% $42.20 -4.0%
388 XYL XYLEM INC Industrials 3,476.0 $415K 0.01% -1K -24.0% $119.51 -11.2%
389 EXPAND ENERGY CORPORATION 3,740.0 $411K 0.01% -148.0 -3.8% $109.78
390 MEDP MEDPACE HLDGS INC Healthcare 855.0 $411K 0.01% -34.0 -3.8% $480.12 -15.2%
391 INSTALLED BLDG PRODS INC 1,520.0 $403K 0.01% -21.0 -1.4% $265.15
392 IONQ IONQ INC Technology 13,943.0 $402K 0.01% -1K -9.4% $28.83 +70.2%
393 MLPA GLOBAL X FDS 7,435.0 $401K 0.01% -914.0 -10.9% $53.87 +4.4%
394 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 9,294.0 $400K 0.01% -3K -24.5% $43.06 -1.7%
395 CPT CAMDEN PPTY TR Real Estate 4,040.0 $399K 0.01% -115.0 -2.8% $98.72 +6.6%
396 NTRA NATERA INC Healthcare 1,994.0 $399K 0.01% -217.0 -9.8% $199.99 -1.0%
397 TRP TC ENERGY CORP Energy 6,326.0 $396K 0.01% -93.0 -1.4% $62.60 +11.9%
398 THG HANOVER INS GROUP INC Financial Services 2,273.0 $394K 0.01% -599.0 -20.9% $173.35 +11.1%
399 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 6,217.0 $390K 0.01% -471.0 -7.0% $62.70 +19.2%
400 KGC KINROSS GOLD CORP Basic Materials 12,671.0 $387K 0.01% -4K -26.0% $30.50 -9.4%
Page 20 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%