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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 15 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NOC NORTHROP GRUMMAN CORP Industrials 4,922.0 $3.4M 0.04% +492.0 +11.1% $682.29 -19.4%
282 Q QNITY ELECTRONICS INC Technology 29,070.0 $3.4M 0.04% +9K +41.4% $115.24 +29.3%
283 OXY OCCIDENTAL PETE CORP Energy 51,211.0 $3.3M 0.04% +2K +4.5% $65.28 -8.5%
284 QQEW FIRST TR EXCHANGE-TRADED FD 26,080.0 $3.3M 0.04% -675.0 -2.5% $126.97 +13.8%
285 XLF SELECT SECTOR SPDR TR 66,559.0 $3.3M 0.04% $49.37 +3.5%
286 IWP ISHARES TR 25,629.0 $3.3M 0.04% +836.0 +3.4% $128.12 +5.4%
287 CPNG COUPANG INC Consumer Cyclical 173,802.0 $3.3M 0.04% -38K -17.8% $18.88 -16.8%
288 MET METLIFE INC Financial Services 46,060.0 $3.3M 0.04% -3K -6.3% $70.72 +15.1%
289 RNR RENAISSANCERE HLDGS LTD Financial Services 10,767.0 $3.2M 0.04% -783.0 -6.8% $297.23 +0.4%
290 OHI OMEGA HEALTHCARE INVS INC Real Estate 70,853.0 $3.1M 0.04% +999.0 +1.4% $43.83 +10.2%
291 UNILEVER PLC 53,884.0 $3.1M 0.04% +7K +15.4% $57.50
292 DHR DANAHER CORP DEL Healthcare 16,256.0 $3.1M 0.04% +163.0 +1.0% $189.99 -13.8%
293 TFI SPDR SERIES TRUST 68,007.0 $3.1M 0.04% NEW $45.34 -0.6%
294 SLB SLB LIMITED Energy 59,163.0 $3.1M 0.04% +9K +16.8% $51.65 +10.7%
295 ANET ARISTA NETWORKS INC Technology 24,808.0 $3.0M 0.04% +544.0 +2.2% $122.78 +15.3%
296 KR KROGER CO Consumer Defensive 42,080.0 $3.0M 0.04% -2K -4.6% $72.36 -5.6%
297 BNDX VANGUARD CHARLOTTE FDS 63,385.0 $3.0M 0.04% -404.0 -0.6% $48.00 -0.9%
298 IEF ISHARES TR 31,777.0 $3.0M 0.04% -815.0 -2.5% $95.44 -2.4%
299 SPG SIMON PPTY GROUP INC NEW Real Estate 16,183.0 $3.0M 0.04% +112.0 +0.7% $186.53 +7.4%
300 GLW CORNING INC Technology 22,116.0 $3.0M 0.04% +3K +14.0% $135.97 +31.3%
Page 15 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%