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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 28 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,462.0 $208K 0.00% -107.0 -4.2% $84.64 -12.2%
542 SOFI SOFI TECHNOLOGIES INC Financial Services 13,032.0 $207K 0.00% -9K -41.9% $15.88 -4.1%
543 LXP INDUSTRIAL TRUST 4,405.0 $207K 0.00% -258.0 -5.5% $46.96
544 SWX SOUTHWEST GAS HLDGS INC Utilities 2,370.0 $206K 0.00% -416.0 -14.9% $86.90 +3.1%
545 NYT NEW YORK TIMES CO MTN BE Communication Services 2,457.0 $206K 0.00% -549.0 -18.3% $83.73 -10.1%
546 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 4,340.0 $205K 0.00% -39.0 -0.9% $47.14 -18.0%
547 FXE INVESCO CURRENCYSHARES EURO Financial Services 1,875.0 $200K 0.00% -353.0 -15.8% $106.69 +0.4%
548 PSO PEARSON PLC Communication Services 15,175.0 $199K 0.00% -883.0 -5.5% $13.13 +15.8%
549 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 16,995.0 $198K 0.00% -1K -5.8% $11.65 +1.3%
550 RGTI RIGETTI COMPUTING INC Technology 13,912.0 $195K 0.00% -1K -8.4% $14.04 +16.6%
551 AGNC AGNC INVT CORP Real Estate 19,203.0 $195K 0.00% -137.0 -0.7% $10.15 +0.4%
552 STWD STARWOOD PPTY TR INC Real Estate 10,353.0 $183K 0.00% -454.0 -4.2% $17.70 -4.6%
553 VIRTUS CONVERTIBLE & INC FD 13,576.0 $182K 0.00% -153.0 -1.1% $13.41
554 VFC V F CORP Consumer Cyclical 10,538.0 $179K 0.00% -3K -22.2% $16.99 +2.3%
555 RITM RITHM CAPITAL CORP Real Estate 18,611.0 $176K 0.00% -15K -45.3% $9.48 -4.7%
556 WSC WILLSCOT HLDGS CORP Industrials 10,078.0 $175K 0.00% -847.0 -7.8% $17.36 +33.8%
557 BGX BLACKSTONE LONG SHORT CR INC Financial Services 15,872.0 $173K 0.00% -15K -48.3% $10.90 -0.7%
558 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 11,810.0 $167K 0.00% -65.0 -0.6% $14.13 +7.8%
559 DMO WESTERN ASSET MTG DEFINED OP Financial Services 15,498.0 $167K 0.00% -560.0 -3.5% $10.75 +3.1%
560 AES AES CORP Utilities 11,643.0 $164K 0.00% -4K -27.6% $14.09 +3.4%
Page 28 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%