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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 15 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IXN ISHARES TR 28,698.0 $3.0M 0.04% NEW $105.90 +25.0%
282 BYD BOYD GAMING CORP Consumer Cyclical 35,109.0 $3.0M 0.04% NEW $85.86 -8.2%
283 BBVA BANCO BILBAO VIZCAYA Financial Services 126,728.0 $3.0M 0.04% NEW $23.45 -3.3%
284 SONY SONY GROUP CORP Technology 115,416.0 $3.0M 0.04% NEW $25.72 -11.8%
285 OEF ISHARES TR 8,581.0 $3.0M 0.04% NEW $345.10 +7.0%
286 APOS APOLLO GLOBAL MGMT INC Financial Services 20,211.0 $3.0M 0.04% NEW $146.06 -82.2%
287 SMA SMARTSTOP SELF STORAG REIT Real Estate 93,730.0 $2.9M 0.04% NEW $31.38 -2.6%
288 GD GENERAL DYNAMICS CORP Industrials 8,622.0 $2.9M 0.04% NEW $339.47 +0.4%
289 CARR CARRIER GLOBAL CORPORATION Industrials 54,658.0 $2.9M 0.04% NEW $53.43 +18.8%
290 SMH VANECK ETF TRUST 8,003.0 $2.9M 0.04% NEW $363.33 +54.2%
291 SDY SPDR SERIES TRUST 20,512.0 $2.9M 0.04% NEW $140.12 +5.6%
292 SPEM SPDR INDEX SHS FDS 61,144.0 $2.9M 0.04% NEW $46.83 +8.8%
293 EXPE EXPEDIA GROUP INC Consumer Cyclical 10,025.0 $2.9M 0.04% NEW $285.02 -24.2%
294 MKL MARKEL GROUP INC Financial Services 1,310.0 $2.8M 0.04% NEW $2173.49 -14.7%
295 CI THE CIGNA GROUP Healthcare 10,264.0 $2.8M 0.04% NEW $276.49 +3.1%
296 ICE INTERCONTINENTAL EXCHANGE Financial Services 17,188.0 $2.8M 0.04% NEW $163.54 -6.6%
297 VOT VANGUARD INDEX FDS 9,917.0 $2.8M 0.04% NEW $282.12 +1.2%
298 KR KROGER CO Consumer Defensive 44,105.0 $2.8M 0.04% NEW $62.68 +10.2%
299 MELI MERCADOLIBRE INC Consumer Cyclical 1,345.0 $2.7M 0.04% NEW $2021.50 -18.7%
300 AON AON PLC Financial Services 7,614.0 $2.7M 0.04% NEW $356.48 -10.1%
Page 15 of 79  ·  1,575 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 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%