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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 25 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,170.0 $264K 0.00% -46.0 -1.1% $63.35 +9.9%
482 GPC GENUINE PARTS CO Consumer Cyclical 2,458.0 $264K 0.00% -744.0 -23.2% $107.31 -13.2%
483 DCI DONALDSON INC Industrials 3,096.0 $263K 0.00% -2K -33.6% $84.87 -2.8%
484 URA GLOBAL X FDS 5,409.0 $262K 0.00% -224.0 -4.0% $48.43 -2.5%
485 MUR MURPHY OIL CORP Energy 6,310.0 $260K 0.00% -1K -14.6% $41.25 -2.0%
486 CVSA COVISTA INC Consumer Cyclical 2,257.0 $260K 0.00% -211.0 -8.6% $115.28 +10.9%
487 MTD METTLER TOLEDO INTERNATIONAL Healthcare 205.0 $259K 0.00% -60.0 -22.6% $1261.20 -14.8%
488 TECH BIO-TECHNE CORP Healthcare 4,941.0 $258K 0.00% -2K -26.4% $52.26 -15.0%
489 PSQ PROSHARES TR 7,765.0 $257K 0.00% -2K -17.4% $33.12 -19.7%
490 FIDU FIDELITY COVINGTON TRUST 2,957.0 $256K 0.00% -257.0 -8.0% $86.52 +5.2%
491 EWBC EAST WEST BANCORP INC Financial Services 2,391.0 $255K 0.00% -678.0 -22.1% $106.76 +13.4%
492 FXR FIRST TR EXCHANGE-TRADED FD 3,107.0 $254K 0.00% -23.0 -0.7% $81.63 +1.4%
493 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,855.0 $248K 0.00% -150.0 -7.5% $133.46 +13.0%
494 MTG MGIC INVT CORP WIS Financial Services 9,417.0 $247K 0.00% -4K -30.4% $26.25 +0.5%
495 IGR CBRE GBL REAL ESTATE INC FD Financial Services 56,184.0 $247K 0.00% -12K -18.0% $4.39 +5.2%
496 LNC LINCOLN NATL CORP IND Financial Services 6,904.0 $245K 0.00% -1K -15.0% $35.50 -2.3%
497 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4,189.0 $244K 0.00% -106.0 -2.5% $58.24 -3.9%
498 AVB AVALONBAY CMNTYS INC Real Estate 1,463.0 $243K 0.00% -178.0 -10.8% $166.00 +11.5%
499 FNDX SCHWAB STRATEGIC TR 8,714.0 $243K 0.00% -1K -12.9% $27.85 +8.8%
500 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,903.0 $242K 0.00% -183.0 -4.5% $61.96 +2.7%
Page 25 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%