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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 14 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PGR PROGRESSIVE CORP Financial Services 18,798.0 $3.7M 0.05% +3K +15.9% $198.24 +2.9%
262 MINT PIMCO ETF TR 36,909.0 $3.7M 0.05% -30K -45.2% $100.57 -0.0%
263 TMUS T-MOBILE US INC Communication Services 17,600.0 $3.7M 0.04% +1K +7.2% $210.03 -9.2%
264 ESGV VANGUARD WORLD FD 32,844.0 $3.7M 0.04% +3K +11.5% $112.27 +14.7%
265 BBJP J P MORGAN EXCHANGE TRADED F 53,494.0 $3.7M 0.04% +1K +1.9% $68.91 +6.7%
266 SBUX STARBUCKS CORP Consumer Cyclical 41,145.0 $3.7M 0.04% -4K -9.6% $89.57 +19.0%
267 SPEM SPDR INDEX SHS FDS 78,368.0 $3.7M 0.04% +17K +28.2% $46.89 +7.5%
268 BBCA J P MORGAN EXCHANGE TRADED F 38,915.0 $3.7M 0.04% $94.06 +5.0%
269 JCI JOHNSON CONTROLS INTERNATION Industrials 27,850.0 $3.7M 0.04% -181.0 -0.7% $131.34 +4.5%
270 VIG VANGUARD SPECIALIZED FUNDS 16,986.0 $3.7M 0.04% -480.0 -2.8% $215.06 +6.7%
271 MPC MARATHON PETE CORP Energy 14,833.0 $3.6M 0.04% +1K +8.4% $244.18 +6.3%
272 HWKN HAWKINS INC Basic Materials 23,354.0 $3.6M 0.04% $153.60 +1.3%
273 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 54,054.0 $3.6M 0.04% $65.94 +888.9%
274 XLV SELECT SECTOR SPDR TR 24,106.0 $3.5M 0.04% +1K +5.6% $146.61 +0.5%
275 STT STATE STR CORP Financial Services 27,917.0 $3.5M 0.04% -2K -6.7% $126.56 +21.5%
276 SNPS SYNOPSYS INC Technology 8,899.0 $3.5M 0.04% +632.0 +7.6% $396.49 +25.7%
277 CARR CARRIER GLOBAL CORPORATION Industrials 61,627.0 $3.5M 0.04% +7K +12.8% $56.31 +9.1%
278 VRT VERTIV HOLDINGS CO Industrials 13,717.0 $3.4M 0.04% +4K +36.0% $250.59 +35.6%
279 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8,724.0 $3.4M 0.04% $392.48 +88.8%
280 SANDISK CORP 5,345.0 $3.4M 0.04% +752.0 +16.4% $635.34
Page 14 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%