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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 8 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ZTS ZOETIS INC Healthcare 14,812.0 $1.8M 0.02% -237.0 -1.6% $118.21 -34.0%
142 PCAR PACCAR INC Industrials 15,138.0 $1.7M 0.02% -584.0 -3.7% $115.50 -6.0%
143 ADSK AUTODESK INC Technology 7,170.0 $1.7M 0.02% -90.0 -1.2% $239.40 -2.1%
144 CASY CASEYS GEN STORES INC Consumer Cyclical 2,348.0 $1.7M 0.02% -76.0 -3.1% $727.53 +18.1%
145 NUE NUCOR CORP Basic Materials 9,945.0 $1.7M 0.02% -795.0 -7.4% $169.10 +31.8%
146 MELI MERCADOLIBRE INC Consumer Cyclical 972.0 $1.7M 0.02% -373.0 -27.7% $1728.74 -7.9%
147 TOST TOAST INC Technology 63,315.0 $1.7M 0.02% -346.0 -0.5% $26.51 -14.6%
148 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 20,816.0 $1.7M 0.02% -917.0 -4.2% $80.56 -9.4%
149 AEE AMEREN CORP Utilities 15,166.0 $1.7M 0.02% -1K -6.8% $109.92 -0.5%
150 CTAS CINTAS CORP Industrials 9,795.0 $1.7M 0.02% -2K -14.9% $169.14 +0.4%
151 ESGE ISHARES INC 36,181.0 $1.6M 0.02% -753.0 -2.0% $45.45 +13.6%
152 FNB F N B CORP Financial Services 94,473.0 $1.6M 0.02% -26K -21.7% $16.72 +3.5%
153 SNY SANOFI SA Healthcare 32,396.0 $1.6M 0.02% -8K -19.3% $48.18 -7.6%
154 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,173.0 $1.5M 0.02% -279.0 -5.1% $292.75 +38.5%
155 ROK ROCKWELL AUTOMATION INC Industrials 4,095.0 $1.5M 0.02% -702.0 -14.6% $358.86 +17.8%
156 ARES ARES MANAGEMENT CORPORATION Financial Services 13,453.0 $1.5M 0.02% -2K -13.0% $109.10 +9.8%
157 BLACKROCK ETF TRUST II 30,539.0 $1.5M 0.02% -290.0 -0.9% $47.98
158 SSNC SS&C TECH HLDGS Technology 21,596.0 $1.5M 0.02% -1K -5.2% $67.57 -2.7%
159 IEUR ISHARES TR 20,516.0 $1.4M 0.02% -5K -19.5% $70.27 +5.6%
160 VGK VANGUARD INTL EQUITY INDEX F 17,473.0 $1.4M 0.02% -449.0 -2.5% $82.43 +5.5%
Page 8 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%