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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 17 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CI THE CIGNA GROUP Healthcare 10,324.0 $2.8M 0.03% +60.0 +0.6% $266.75 +9.2%
322 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,166.0 $2.8M 0.03% -842.0 -12.0% $446.54 -2.2%
323 AG FIRST MAJESTIC SILVER CORP Basic Materials 127,921.0 $2.7M 0.03% +55K +76.1% $21.48 -12.5%
324 SAP SAP SE Technology 16,036.0 $2.7M 0.03% -2K -9.3% $171.21 +2.0%
325 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 125,998.0 $2.7M 0.03% -730.0 -0.6% $21.66 -0.1%
326 PZA INVESCO EXCH TRADED FD TR II 118,542.0 $2.7M 0.03% +69K +139.6% $22.98 -0.6%
327 LUMN LUMEN TECHNOLOGIES INC Communication Services 391,194.0 $2.7M 0.03% -12K -2.9% $6.95 +39.1%
328 CTVA CORTEVA INC Basic Materials 32,379.0 $2.7M 0.03% +2K +5.3% $83.71 -3.1%
329 MGV VANGUARD WORLD FD 18,664.0 $2.7M 0.03% $144.95 +6.7%
330 UBS UBS GROUP AG Financial Services 69,065.0 $2.7M 0.03% -521.0 -0.8% $39.07 +18.5%
331 RIO RIO TINTO PLC Basic Materials 28,112.0 $2.7M 0.03% +664.0 +2.4% $95.80 +7.9%
332 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16,909.0 $2.7M 0.03% -279.0 -1.6% $157.28 -0.8%
333 SLV ISHARES SILVER TR Financial Services 38,172.0 $2.6M 0.03% -404.0 -1.1% $68.14 -1.8%
334 HCA HCA HEALTHCARE INC Healthcare 5,493.0 $2.6M 0.03% +153.0 +2.9% $473.22 -10.7%
335 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9,192.0 $2.6M 0.03% -756.0 -7.6% $282.37 +20.6%
336 CGUS CAPITAL GROUP CORE EQUITY ET 65,716.0 $2.5M 0.03% $38.51 +11.7%
337 WELL WELLTOWER INC Real Estate 12,791.0 $2.5M 0.03% -601.0 -4.5% $197.72 +7.5%
338 CSX CSX CORP Industrials 61,603.0 $2.5M 0.03% +6K +11.7% $41.05 +12.5%
339 PLD PROLOGIS INC. Real Estate 19,087.0 $2.5M 0.03% +3K +20.7% $132.19 +7.7%
340 TWLO TWILIO INC Communication Services 20,007.0 $2.5M 0.03% +1K +8.0% $125.82 +57.1%
Page 17 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%