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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 11 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,330.0 $5.6M 0.07% +172.0 +14.8% $4209.58 -96.4%
202 TMO THERMO FISHER SCIENTIFIC INC Healthcare 11,228.0 $5.5M 0.07% -180.0 -1.6% $492.02 -10.3%
203 PANW PALO ALTO NETWORKS INC Technology 34,273.0 $5.5M 0.07% +5K +15.5% $160.28 +51.4%
204 SO SOUTHERN CO Utilities 56,420.0 $5.4M 0.07% +2K +4.0% $96.52 -2.1%
205 SMA SMARTSTOP SELF STORAG REIT I Real Estate 178,739.0 $5.4M 0.07% +85K +90.7% $30.42 -0.1%
206 ISRG INTUITIVE SURGICAL INC Healthcare 11,781.0 $5.4M 0.07% -520.0 -4.2% $461.00 -5.5%
207 SHOP SHOPIFY INC Technology 45,775.0 $5.4M 0.07% $118.62 -16.1%
208 XLRE SELECT SECTOR SPDR TR 132,141.0 $5.4M 0.07% -5K -3.4% $40.83 +7.9%
209 INTC INTEL CORP Technology 121,044.0 $5.3M 0.07% +17K +15.9% $44.13 +169.3%
210 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 269,300.0 $5.3M 0.07% +208K +337.5% $19.82 +2.1%
211 XLK SELECT SECTOR SPDR TR 40,178.0 $5.3M 0.07% $132.84 +31.5%
212 CMCSA COMCAST CORP NEW Communication Services 183,074.0 $5.3M 0.07% +6K +3.6% $28.71 -13.5%
213 MDT MEDTRONIC PLC Healthcare 59,321.0 $5.2M 0.06% +8K +15.5% $87.32 -11.1%
214 PFE PFIZER INC Healthcare 182,908.0 $5.1M 0.06% +18K +10.7% $28.07 -7.9%
215 EMR EMERSON ELEC CO Industrials 38,736.0 $5.1M 0.06% +2K +6.9% $131.02 -0.6%
216 SPDW SPDR INDEX SHS FDS 110,321.0 $5.0M 0.06% -578.0 -0.5% $45.65 +7.7%
217 FDX FEDEX CORP Industrials 14,061.0 $5.0M 0.06% -2K -10.8% $357.75 +5.7%
218 GOVT ISHARES TR 216,094.0 $5.0M 0.06% +151K +232.9% $22.91 -1.7%
219 CRM SALESFORCE INC Technology 26,077.0 $4.9M 0.06% -2K -6.0% $186.67 -7.0%
220 WM WASTE MGMT INC DEL Industrials 21,092.0 $4.8M 0.06% +2K +7.9% $229.79 -4.1%
Page 11 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%