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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 9 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EWJ ISHARES INC 16,438.0 $1.4M 0.02% -412.0 -2.5% $84.44 +8.0%
162 LNG CHENIERE ENERGY INC Energy 4,874.0 $1.4M 0.02% -141.0 -2.8% $283.75 -13.0%
163 SCHH SCHWAB STRATEGIC TR 64,008.0 $1.4M 0.02% -3K -4.8% $21.49 +9.9%
164 DVY ISHARES TR 9,033.0 $1.4M 0.02% -102.0 -1.1% $151.40 +1.2%
165 FERG FERGUSON ENTERPRISES INC Industrials 5,845.0 $1.4M 0.02% -254.0 -4.2% $233.27 -5.0%
166 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,450.0 $1.4M 0.02% -18K -33.9% $38.42 +14.5%
167 CW CURTISS WRIGHT CORP Industrials 1,998.0 $1.4M 0.02% -51.0 -2.5% $681.20 +3.5%
168 ET ENERGY TRANSFER L P Energy 65,187.0 $1.3M 0.01% -12K -16.0% $19.30 +5.6%
169 HIGHLAND OPPS & INCOME FD 217,962.0 $1.2M 0.01% -13K -5.5% $5.71
170 SYY SYSCO CORP Consumer Defensive 17,408.0 $1.2M 0.01% -1K -7.4% $71.33 +5.4%
171 TIP ISHARES TR 11,244.0 $1.2M 0.01% -4K -26.4% $110.36 +0.0%
172 ST SENSATA TECHNOLOGIES HLDG PL Technology 34,994.0 $1.2M 0.01% -706.0 -2.0% $35.22 +31.8%
173 TSCO TRACTOR SUPPLY CO Consumer Cyclical 26,718.0 $1.2M 0.01% -3K -9.0% $45.30 -31.3%
174 CENCORA INC 3,823.0 $1.2M 0.01% -413.0 -9.8% $314.14
175 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 22,330.0 $1.2M 0.01% -234.0 -1.0% $52.76 +14.3%
176 SHV ISHARES TR 10,657.0 $1.2M 0.01% -310.0 -2.8% $110.39 -0.1%
177 FORTINET INC 14,251.0 $1.2M 0.01% -1K -7.3% $81.72
178 HUBB HUBBELL INC Industrials 2,360.0 $1.2M 0.01% -158.0 -6.3% $490.75 -6.0%
179 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 18,678.0 $1.1M 0.01% -1K -5.6% $61.35 -17.1%
180 HOOD ROBINHOOD MKTS INC Financial Services 16,450.0 $1.1M 0.01% -1K -7.6% $69.30 +7.0%
Page 9 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%