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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 4 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MBB ISHARES TR 49,562.0 $4.7M 0.06% -3K -6.3% $94.95 -2.0%
62 ACGL ARCH CAP GROUP LTD Financial Services 49,017.0 $4.7M 0.06% -2K -3.4% $95.99 +0.4%
63 APH AMPHENOL CORP Technology 35,536.0 $4.5M 0.06% -5K -12.6% $126.60 -5.8%
64 IWR ISHARES TR 45,529.0 $4.4M 0.05% -594.0 -1.3% $97.23 +6.0%
65 INTU INTUIT Technology 9,928.0 $4.3M 0.05% -2K -16.0% $432.39 -6.8%
66 QCOM QUALCOMM INC Technology 32,964.0 $4.2M 0.05% -3K -9.6% $128.78 +58.1%
67 XLE SELECT SECTOR SPDR TR 68,373.0 $4.2M 0.05% -2K -2.4% $61.26 +0.0%
68 CMF ISHARES TR 73,534.0 $4.2M 0.05% -1K -1.9% $56.86 -0.4%
69 SYK STRYKER CORPORATION Healthcare 12,601.0 $4.1M 0.05% -1K -9.1% $328.58 -4.7%
70 NVO NOVO-NORDISK A S Healthcare 106,820.0 $4.1M 0.05% -10K -8.7% $37.96 +16.6%
71 LNT ALLIANT ENERGY CORP Utilities 54,821.0 $3.9M 0.05% -2K -3.2% $71.76 +0.5%
72 NOW SERVICENOW INC Technology 37,341.0 $3.9M 0.05% -1K -2.9% $104.64 -1.2%
73 SPOT SPOTIFY TECHNOLOGY S A Communication Services 7,750.0 $3.8M 0.05% -437.0 -5.3% $484.90 -8.2%
74 MINT PIMCO ETF TR 36,909.0 $3.7M 0.05% -30K -45.2% $100.57 -0.0%
75 SBUX STARBUCKS CORP Consumer Cyclical 41,145.0 $3.7M 0.04% -4K -9.6% $89.57 +19.0%
76 JCI JOHNSON CONTROLS INTERNATION Industrials 27,850.0 $3.7M 0.04% -181.0 -0.7% $131.34 +4.5%
77 VIG VANGUARD SPECIALIZED FUNDS 16,986.0 $3.7M 0.04% -480.0 -2.8% $215.06 +6.7%
78 STT STATE STR CORP Financial Services 27,917.0 $3.5M 0.04% -2K -6.7% $126.56 +21.5%
79 QQEW FIRST TR EXCHANGE-TRADED FD 26,080.0 $3.3M 0.04% -675.0 -2.5% $126.97 +13.8%
80 CPNG COUPANG INC Consumer Cyclical 173,802.0 $3.3M 0.04% -38K -17.8% $18.88 -16.8%
Page 4 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%