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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 27 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DT DYNATRACE INC Technology 5,994.0 $222K 0.00% -1K -19.6% $36.98 +7.8%
522 IT GARTNER INC Technology 1,396.0 $221K 0.00% -379.0 -21.4% $158.34 -1.8%
523 TXT TEXTRON INC Industrials 2,520.0 $221K 0.00% -761.0 -23.2% $87.59 +3.4%
524 CGW INVESCO EXCH TRADED FD TR II 3,443.0 $220K 0.00% -83.0 -2.4% $63.94 -4.0%
525 HIW HIGHWOODS PPTYS INC Real Estate 10,242.0 $219K 0.00% -3K -22.5% $21.41 +20.1%
526 PBR PETROLEO BRASILEIRO S A Energy 10,559.0 $219K 0.00% -818.0 -7.2% $20.75 -0.2%
527 LEA LEAR CORP Consumer Cyclical 1,788.0 $216K 0.00% -488.0 -21.4% $121.08 +7.7%
528 POST POST HLDGS INC Consumer Defensive 2,181.0 $216K 0.00% -311.0 -12.5% $98.84 +0.8%
529 NUVEEN CR STRATEGIES INCOME 43,641.0 $215K 0.00% -23K -34.1% $4.93
530 FLGB FRANKLIN TEMPLETON ETF TR 6,170.0 $214K 0.00% -3K -33.9% $34.76 +1.8%
531 BMO BANK MONTREAL MEDIUM Financial Services 1,580.0 $214K 0.00% -214.0 -11.9% $135.34 +13.9%
532 HMN HORACE MANN EDUCATORS CORP N Financial Services 5,009.0 $214K 0.00% -79.0 -1.6% $42.68 +7.1%
533 FAF FIRST AMERN FINL CORP Financial Services 3,541.0 $213K 0.00% -1K -26.8% $60.29 +13.8%
534 KNSL KINSALE CAP GROUP INC Financial Services 624.0 $213K 0.00% -47.0 -7.0% $341.67 -4.9%
535 ASH ASHLAND INC Basic Materials 3,799.0 $211K 0.00% -733.0 -16.2% $55.61 -1.7%
536 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,203.0 $211K 0.00% -172.0 -5.1% $65.94 +8.4%
537 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,816.0 $211K 0.00% -861.0 -23.4% $74.89 +13.3%
538 ALAB ASTERA LABS INC Technology 1,910.0 $209K 0.00% -76.0 -3.8% $109.60 +122.9%
539 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,204.0 $209K 0.00% -108.0 -4.7% $94.75 +18.4%
540 EQH EQUITABLE HLDGS INC Financial Services 5,627.0 $209K 0.00% -397.0 -6.6% $37.11 +15.3%
Page 27 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%