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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 10 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SGOL ETFS GOLD TR Financial Services 154,476.0 $6.9M 0.09% +10K +6.7% $44.62 -4.3%
182 DUK DUKE ENERGY CORP NEW Utilities 51,512.0 $6.7M 0.08% +1K +2.1% $130.94 -6.2%
183 LOW LOWES COS INC Consumer Cyclical 28,519.0 $6.7M 0.08% +901.0 +3.3% $236.28 -7.7%
184 DSI ISHARES TR 55,461.0 $6.7M 0.08% -2K -4.2% $121.19 +15.0%
185 GVI ISHARES TR 61,460.0 $6.6M 0.08% $106.68 -1.2%
186 SNPE DBX ETF TR 108,206.0 $6.4M 0.08% -899.0 -0.8% $59.55 +12.9%
187 GILD GILEAD SCIENCES INC Healthcare 46,209.0 $6.4M 0.08% +745.0 +1.6% $139.37 -7.0%
188 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 68,865.0 $6.4M 0.08% +9K +14.4% $92.31 -0.6%
189 PH PARKER-HANNIFIN CORP Industrials 7,009.0 $6.3M 0.08% +280.0 +4.2% $895.29 -4.1%
190 BK BANK NEW YORK MELLON CORP Financial Services 52,787.0 $6.3M 0.08% +11K +25.9% $118.63 +14.9%
191 WWD WOODWARD INC Industrials 17,320.0 $6.2M 0.08% -4K -17.1% $357.91 -2.4%
192 UBER UBER TECHNOLOGIES INC Technology 85,867.0 $6.2M 0.08% +3K +3.7% $71.93 +4.4%
193 BLK BLACKROCK INC Financial Services 6,348.0 $6.1M 0.07% -236.0 -3.6% $961.63 +7.8%
194 SPYI NEOS ETF TRUST 121,640.0 $6.0M 0.07% NEW $49.37 +8.0%
195 NVS NOVARTIS AG Healthcare 38,611.0 $5.9M 0.07% +5K +16.2% $152.75 -2.4%
196 NSC NORFOLK SOUTHN CORP Industrials 20,453.0 $5.9M 0.07% -722.0 -3.4% $287.00 +11.5%
197 VYM VANGUARD WHITEHALL FDS 38,837.0 $5.8M 0.07% +673.0 +1.8% $148.10 +5.3%
198 CGDV CAPITAL GROUP DIVIDEND VALUE 133,818.0 $5.7M 0.07% -6K -4.6% $42.65 +10.9%
199 CVS CVS HEALTH CORP Healthcare 79,251.0 $5.7M 0.07% +6K +8.0% $71.82 +33.7%
200 EPD ENTERPRISE PRODS PARTNERS L Energy 148,513.0 $5.6M 0.07% +9K +6.8% $37.84 +4.3%
Page 10 of 81  ·  1,613 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%