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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 16 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AVY AVERY DENNISON CORP Industrials 14,804.0 $2.7M 0.04% NEW $183.17 -14.8%
302 CGUS CAPITAL GROUP CORE EQUITY 65,977.0 $2.7M 0.03% NEW $40.51 +6.8%
303 IBIT ISHARES BITCOIN TRUST ETF Financial Services 53,624.0 $2.7M 0.03% NEW $49.83 -12.2%
304 TWLO TWILIO INC Communication Services 18,529.0 $2.7M 0.03% NEW $144.14 +30.3%
305 SLV ISHARES SILVER TR Financial Services 38,576.0 $2.7M 0.03% NEW $68.84 -0.2%
306 SNA SNAP ON INC Industrials 7,589.0 $2.7M 0.03% NEW $349.65 +3.3%
307 DFAU DIMENSIONAL ETF TRUST 56,095.0 $2.6M 0.03% NEW $47.16 +7.6%
308 FFBC FIRST FINL BANCORP OH Financial Services 104,647.0 $2.6M 0.03% NEW $25.25 +20.4%
309 MGV VANGUARD WORLD FD 18,572.0 $2.6M 0.03% NEW $142.11 +9.2%
310 CDNS CADENCE DESIGN SYSTEM INC Technology 8,346.0 $2.6M 0.03% NEW $315.59 +10.2%
311 SE SEA LTD Consumer Cyclical 20,505.0 $2.6M 0.03% NEW $128.35 -32.3%
312 GEHC GE HEALTHCARE TECHNOLOGIES Healthcare 31,357.0 $2.6M 0.03% NEW $83.33 -23.9%
313 URI UNITED RENTALS INC Industrials 3,191.0 $2.6M 0.03% NEW $817.22 +14.4%
314 MGC VANGUARD WORLD FD 10,125.0 $2.6M 0.03% NEW $252.83 +7.6%
315 NOC NORTHROP GRUMMAN CORP Industrials 4,430.0 $2.5M 0.03% NEW $574.63 -4.3%
316 ARES ARES MANAGEMENT CORPORATION Financial Services 15,468.0 $2.5M 0.03% NEW $164.36 -25.3%
317 PAYX PAYCHEX INC Industrials 22,383.0 $2.5M 0.03% NEW $113.39 -16.9%
318 JMTG J P MORGAN EXCHANGE TRADED 49,394.0 $2.5M 0.03% NEW $51.32 -1.9%
319 HCA HCA HEALTHCARE INC Healthcare 5,340.0 $2.5M 0.03% NEW $473.24 -16.1%
320 CL COLGATE PALMOLIVE CO Consumer Defensive 31,777.0 $2.5M 0.03% NEW $79.51 +13.8%
Page 16 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%