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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 21 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TKO TKO GROUP HOLDINGS INC Communication Services 1,910.0 $385K 0.01% -169.0 -8.1% $201.65 -5.3%
402 ABCB AMERIS BANCORP Financial Services 4,943.0 $383K 0.01% -7K -59.1% $77.41 +7.6%
403 ISTB ISHARES TR 7,846.0 $380K 0.01% -82.0 -1.0% $48.46 -0.8%
404 STAG STAG INDUSTRIAL INC Real Estate 10,400.0 $380K 0.01% -5K -34.0% $36.52 +3.9%
405 AEGON LTD 52,106.0 $378K 0.01% -5K -8.3% $7.26
406 FNV FRANCO NEV CORP Basic Materials 1,524.0 $377K 0.01% -13.0 -0.8% $247.05 -10.0%
407 AR ANTERO RESOURCES CORP Energy 8,802.0 $374K 0.01% -646.0 -6.8% $42.44 -8.6%
408 CBT CABOT CORP Basic Materials 4,957.0 $373K 0.01% -210.0 -4.1% $75.31 +4.2%
409 FHN FIRST HORIZON CORPORATION Financial Services 16,109.0 $369K 0.01% -122.0 -0.8% $22.93 +3.2%
410 IXC ISHARES TR 6,363.0 $367K 0.01% -489.0 -7.1% $57.61 +0.1%
411 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,903.0 $366K 0.00% -161.0 -4.0% $93.86 +85.8%
412 PSMT PRICESMART INC Consumer Defensive 2,428.0 $365K 0.00% -209.0 -7.9% $150.50 +6.8%
413 RJF RAYMOND JAMES FINL INC Financial Services 2,504.0 $363K 0.00% -930.0 -27.1% $144.82 +4.3%
414 WPC WP CAREY INC Real Estate 5,242.0 $362K 0.00% -3K -34.1% $69.03 +8.7%
415 CNO CNO FINL GROUP INC Financial Services 8,805.0 $362K 0.00% -294.0 -3.2% $41.06 +14.7%
416 DBX DROPBOX INC Technology 15,890.0 $361K 0.00% -3K -15.5% $22.72 +18.3%
417 AN AUTONATION INC Consumer Cyclical 1,843.0 $360K 0.00% -463.0 -20.1% $195.26 -8.7%
418 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 16,289.0 $357K 0.00% -11K -39.8% $21.89 +13.3%
419 VMO INVESCO MUN OPPORTUNIT TR Financial Services 37,366.0 $355K 0.00% -201.0 -0.5% $9.51 -1.1%
420 DEO DIAGEO PLC Consumer Defensive 4,754.0 $354K 0.00% -1K -22.0% $74.45 +12.9%
Page 21 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%