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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 22 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WTBA WEST BANCORPORATION INC Financial Services 14,867.0 $354K 0.00% -97.0 -0.7% $23.79 -2.2%
422 VRRM VERRA MOBILITY CORP Technology 24,526.0 $350K 0.00% -1K -4.9% $14.29 -6.4%
423 COHEN & STEERS LTD DURATION 17,483.0 $349K 0.00% -3K -12.6% $19.97
424 RGLD ROYAL GOLD INC Basic Materials 1,368.0 $348K 0.00% -35.0 -2.5% $254.49 -11.1%
425 MOOG INC 1,186.0 $347K 0.00% -287.0 -19.5% $292.56
426 PPA INVESCO EXCHANGE TRADED FD T 2,079.0 $344K 0.00% -54.0 -2.5% $165.68 -0.4%
427 BWX SPDR SERIES TRUST 15,663.0 $344K 0.00% -3K -17.7% $21.95 -1.0%
428 RACE FERRARI N V Consumer Cyclical 1,007.0 $341K 0.00% -2K -65.3% $338.40 -4.0%
429 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 26,897.0 $340K 0.00% -5K -14.6% $12.65 +2.6%
430 CRSP CRISPR THERAPEUTICS AG Healthcare 7,114.0 $338K 0.00% -975.0 -12.1% $47.57 +2.1%
431 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 26,020.0 $332K 0.00% -3K -9.5% $12.75 -1.6%
432 SMLF ISHARES TR 4,394.0 $332K 0.00% -136.0 -3.0% $75.50 +7.3%
433 STE STERIS PLC Healthcare 1,483.0 $328K 0.00% -780.0 -34.5% $221.09 -3.7%
434 NPO ENPRO INC Industrials 1,304.0 $327K 0.00% -71.0 -5.2% $250.65 +22.3%
435 RLJ RLJ LODGING TR Real Estate 43,060.0 $326K 0.00% -667.0 -1.5% $7.58 +20.7%
436 FTCA PUTNAM ETF TRUST 44,751.0 $326K 0.00% -8K -15.3% $7.28 -0.3%
437 HST HOST HOTELS & RESORTS INC Real Estate 16,676.0 $324K 0.00% -4K -20.5% $19.40 +12.7%
438 SPXC SPX TECHNOLOGIES INC Industrials 1,617.0 $323K 0.00% -81.0 -4.8% $199.91 +0.3%
439 KN KNOWLES CORP Technology 12,544.0 $322K 0.00% -644.0 -4.9% $25.68 +34.5%
440 ARCC ARES CAPITAL CORP Financial Services 17,779.0 $320K 0.00% -2K -10.5% $18.02 +3.1%
Page 22 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%