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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 5 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MET METLIFE INC Financial Services 46,060.0 $3.3M 0.04% -3K -6.3% $70.72 +14.6%
82 RNR RENAISSANCERE HLDGS LTD Financial Services 10,767.0 $3.2M 0.04% -783.0 -6.8% $297.23 +1.6%
83 KR KROGER CO Consumer Defensive 42,080.0 $3.0M 0.04% -2K -4.6% $72.36 -2.4%
84 BNDX VANGUARD CHARLOTTE FDS 63,385.0 $3.0M 0.04% -404.0 -0.6% $48.00 -0.2%
85 IEF ISHARES TR 31,777.0 $3.0M 0.04% -815.0 -2.5% $95.44 -1.8%
86 SCHB SCHWAB STRATEGIC TR 119,573.0 $3.0M 0.04% -11K -8.6% $25.10 +13.7%
87 BSX BOSTON SCIENTIFIC CORP Healthcare 47,300.0 $3.0M 0.04% -7K -12.8% $62.75 -9.7%
88 SDY SPDR SERIES TRUST 20,213.0 $2.9M 0.04% -299.0 -1.5% $145.94 +1.5%
89 ACN ACCENTURE PLC IRELAND Technology 14,749.0 $2.9M 0.04% -2K -14.3% $198.28 -9.6%
90 SMH VANECK ETF TRUST 7,501.0 $2.9M 0.04% -502.0 -6.3% $383.39 +47.1%
91 GD GENERAL DYNAMICS CORP Industrials 8,363.0 $2.9M 0.04% -259.0 -3.0% $343.20 -0.9%
92 IYW ISHARES TR 15,746.0 $2.9M 0.04% -399.0 -2.5% $181.42 +31.9%
93 CEG CONSTELLATION ENERGY CORP Utilities 10,099.0 $2.8M 0.04% -95.0 -0.9% $279.25 -6.7%
94 IXN ISHARES TR 27,948.0 $2.8M 0.03% -750.0 -2.6% $99.97 +33.0%
95 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,166.0 $2.8M 0.03% -842.0 -12.0% $446.54 -2.7%
96 SAP SAP SE Technology 16,036.0 $2.7M 0.03% -2K -9.3% $171.21 +4.4%
97 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 125,998.0 $2.7M 0.03% -730.0 -0.6% $21.66 +4.9%
98 LUMN LUMEN TECHNOLOGIES INC Communication Services 391,194.0 $2.7M 0.03% -12K -2.9% $6.95 +32.2%
99 UBS UBS GROUP AG Financial Services 69,065.0 $2.7M 0.03% -521.0 -0.8% $39.07 +16.6%
100 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16,909.0 $2.7M 0.03% -279.0 -1.6% $157.28 -0.8%
Page 5 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%