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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 24 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TEX TEREX CORP NEW Industrials 4,866.0 $288K 0.00% -2K -24.1% $59.09 -6.3%
462 RHI ROBERT HALF INC. Industrials 11,304.0 $287K 0.00% -4K -26.3% $25.40 +1.1%
463 HCC WARRIOR MET COAL INC Energy 3,057.0 $285K 0.00% -168.0 -5.2% $93.15 -8.7%
464 SNX TD SYNNEX CORPORATION Technology 1,677.0 $283K 0.00% -82.0 -4.7% $168.75 +34.1%
465 ALLY ALLY FINL INC Financial Services 7,193.0 $282K 0.00% -2K -20.2% $39.23 +8.6%
466 JBI JANUS INTERNATIONAL GROUP IN Industrials 54,036.0 $278K 0.00% -1K -2.4% $5.15 -8.0%
467 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 17,363.0 $278K 0.00% -29K -62.2% $16.02 -1.3%
468 BLD TOPBUILD COR Industrials 786.0 $276K 0.00% -128.0 -14.0% $351.30 +17.5%
469 MKSI MKS INC. Technology 1,199.0 $276K 0.00% -249.0 -17.2% $229.89 +27.9%
470 VALE VALE S A Basic Materials 17,274.0 $275K 0.00% -415.0 -2.4% $15.91 +0.6%
471 WRB BERKLEY W R CORP Financial Services 4,136.0 $274K 0.00% -750.0 -15.3% $66.27 +3.4%
472 MOAT VANECK ETF TRUST 2,820.0 $273K 0.00% -799.0 -22.1% $96.68 +4.6%
473 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,529.0 $272K 0.00% -1K -9.4% $21.68 +46.2%
474 RLI RLI CORP Financial Services 4,726.0 $270K 0.00% -630.0 -11.8% $57.04 -8.6%
475 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,186.0 $270K 0.00% -251.0 -4.6% $51.98 +13.8%
476 SKYW SKYWEST INC Industrials 2,922.0 $268K 0.00% -88.0 -2.9% $91.83 -14.6%
477 ESE ESCO TECHNOLOGIES INC Technology 945.0 $266K 0.00% -85.0 -8.2% $281.37 +4.8%
478 AMER SPORTS INC 8,076.0 $266K 0.00% -1K -14.0% $32.92
479 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 8,640.0 $265K 0.00% -210.0 -2.4% $30.67 +1.6%
480 AWR AMER STATES WTR CO Utilities 3,504.0 $265K 0.00% -429.0 -10.9% $75.62 +0.4%
Page 24 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%