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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 13 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BIL SPDR SERIES TRUST 46,613.0 $4.3M 0.05% +522.0 +1.1% $91.64 -0.1%
242 QCOM QUALCOMM INC Technology 32,964.0 $4.2M 0.05% -3K -9.6% $128.78 +58.1%
243 TRV TRAVELERS COMPANIES INC Financial Services 14,553.0 $4.2M 0.05% +583.0 +4.2% $291.68 +4.9%
244 SCHA SCHWAB STRATEGIC TR 145,544.0 $4.2M 0.05% +96K +192.9% $29.08 +10.2%
245 XLE SELECT SECTOR SPDR TR 68,373.0 $4.2M 0.05% -2K -2.4% $61.26 +0.0%
246 CMF ISHARES TR 73,534.0 $4.2M 0.05% -1K -1.9% $56.86 -0.4%
247 CME CME GROUP INC Financial Services 14,056.0 $4.2M 0.05% +2K +19.0% $295.36 +2.4%
248 SYK STRYKER CORPORATION Healthcare 12,601.0 $4.1M 0.05% -1K -9.1% $328.58 -4.7%
249 CEF SPROTT ASSET MANAGEMENT LP Financial Services 86,438.0 $4.1M 0.05% $47.72 -2.1%
250 NVO NOVO-NORDISK A S Healthcare 106,820.0 $4.1M 0.05% -10K -8.7% $37.96 +16.6%
251 APG API GROUP CORP Industrials 98,950.0 $4.0M 0.05% $40.52 +1.5%
252 DFAX DIMENSIONAL ETF TRUST 117,679.0 $4.0M 0.05% +57K +94.9% $33.97 +7.0%
253 LNT ALLIANT ENERGY CORP Utilities 54,821.0 $3.9M 0.05% -2K -3.2% $71.76 +0.5%
254 NOW SERVICENOW INC Technology 37,341.0 $3.9M 0.05% -1K -2.9% $104.64 -1.2%
255 SHW SHERWIN WILLIAMS CO Basic Materials 12,111.0 $3.9M 0.05% $320.55 -5.5%
256 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 47,548.0 $3.8M 0.05% $80.95 -5.1%
257 JEPQ J P MORGAN EXCHANGE TRADED F 68,173.0 $3.8M 0.05% $55.52 +7.3%
258 PNC PNC FINL SVCS GROUP INC Financial Services 18,108.0 $3.8M 0.05% +3K +17.7% $208.09 +2.7%
259 SPOT SPOTIFY TECHNOLOGY S A Communication Services 7,750.0 $3.8M 0.05% -437.0 -5.3% $484.90 -8.2%
260 CRWD CROWDSTRIKE HLDGS INC Technology 9,586.0 $3.7M 0.05% +927.0 +10.7% $390.21 +58.6%
Page 13 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%