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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 6 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLV ISHARES SILVER TR Financial Services 38,172.0 $2.6M 0.03% -404.0 -1.1% $68.14 -1.8%
102 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9,192.0 $2.6M 0.03% -756.0 -7.6% $282.37 +20.6%
103 WELL WELLTOWER INC Real Estate 12,791.0 $2.5M 0.03% -601.0 -4.5% $197.72 +7.5%
104 JMTG J P MORGAN EXCHANGE TRADED F 49,135.0 $2.5M 0.03% -259.0 -0.5% $51.00 -1.8%
105 ESGD ISHARES TR 25,995.0 $2.5M 0.03% -131.0 -0.5% $95.62 +5.3%
106 DFAU DIMENSIONAL ETF TRUST 55,004.0 $2.5M 0.03% -1K -1.9% $45.12 +11.5%
107 TGT TARGET CORP Consumer Defensive 20,410.0 $2.5M 0.03% -901.0 -4.2% $121.20 +1.8%
108 MKL MARKEL GROUP INC Financial Services 1,288.0 $2.5M 0.03% -22.0 -1.7% $1914.00 -2.5%
109 AVY AVERY DENNISON CORP Industrials 13,806.0 $2.4M 0.03% -998.0 -6.7% $172.69 -10.7%
110 AON AON PLC Financial Services 7,235.0 $2.3M 0.03% -379.0 -5.0% $322.76 +0.3%
111 GSK GSK PLC Healthcare 41,306.0 $2.3M 0.03% -2K -5.5% $55.69 -9.8%
112 URI UNITED RENTALS INC Industrials 3,085.0 $2.2M 0.03% -106.0 -3.3% $728.60 +29.6%
113 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 32,289.0 $2.2M 0.03% -2K -5.1% $69.37 +18.1%
114 OEF ISHARES TR 7,018.0 $2.2M 0.03% -2K -18.2% $317.84 +15.3%
115 ADBE ADOBE INC Technology 8,857.0 $2.2M 0.03% -3K -23.5% $243.07 +4.9%
116 BP BP PLC Energy 45,800.0 $2.2M 0.03% -467.0 -1.0% $47.00 -1.8%
117 TOTALENERGIES SE 23,243.0 $2.1M 0.03% -2K -9.1% $92.01
118 IWS ISHARES TR 14,376.0 $2.1M 0.03% -3K -16.7% $145.74 +6.1%
119 WMB WILLIAMS COS INC Energy 28,436.0 $2.1M 0.03% -163.0 -0.6% $72.78 +6.7%
120 EXPE EXPEDIA GROUP INC Consumer Cyclical 8,907.0 $2.1M 0.03% -1K -11.2% $230.88 -6.9%
Page 6 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%