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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 18 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JMTG J P MORGAN EXCHANGE TRADED F 49,135.0 $2.5M 0.03% -259.0 -0.5% $51.00 -1.8%
342 DIVO AMPLIFY ETF TR 55,813.0 $2.5M 0.03% +510.0 +0.9% $44.85 +1.4%
343 VXUS VANGUARD STAR FDS 32,441.0 $2.5M 0.03% +6K +24.0% $77.11 +7.7%
344 ESGD ISHARES TR 25,995.0 $2.5M 0.03% -131.0 -0.5% $95.62 +5.6%
345 DFAU DIMENSIONAL ETF TRUST 55,004.0 $2.5M 0.03% -1K -1.9% $45.12 +11.7%
346 TGT TARGET CORP Consumer Defensive 20,410.0 $2.5M 0.03% -901.0 -4.2% $121.20 -2.7%
347 MKL MARKEL GROUP INC Financial Services 1,288.0 $2.5M 0.03% -22.0 -1.7% $1914.00 -3.5%
348 SONY SONY GROUP CORP Technology 117,324.0 $2.4M 0.03% +2K +1.6% $20.70 +8.8%
349 FS SPECIALTY LENDING FD 191,469.0 $2.4M 0.03% +71K +59.1% $12.51
350 MGC VANGUARD WORLD FD 10,126.0 $2.4M 0.03% $236.35 +14.7%
351 AVY AVERY DENNISON CORP Industrials 13,806.0 $2.4M 0.03% -998.0 -6.7% $172.69 -11.0%
352 AON AON PLC Financial Services 7,235.0 $2.3M 0.03% -379.0 -5.0% $322.76 -1.2%
353 XLU SELECT SECTOR SPDR TR 50,703.0 $2.3M 0.03% +4K +9.2% $45.89 -2.6%
354 HDV ISHARES TR 17,002.0 $2.3M 0.03% +324.0 +1.9% $135.72 -79.6%
355 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,917.0 $2.3M 0.03% +104.0 +2.7% $588.62 -9.9%
356 GSK GSK PLC Healthcare 41,306.0 $2.3M 0.03% -2K -5.5% $55.69 -8.1%
357 BTI BRITISH AMERN TOB PLC Consumer Defensive 39,134.0 $2.3M 0.03% +12K +44.5% $58.47 +13.7%
358 APOS APOLLO GLOBAL MGMT INC Financial Services 20,509.0 $2.3M 0.03% +298.0 +1.5% $111.42 -76.8%
359 TZA DIREXION SHARES ETF TRUST 324,419.0 $2.3M 0.03% +246K +315.9% $7.02 -27.9%
360 HSBC HSBC HLDGS PLC Financial Services 27,521.0 $2.3M 0.03% +1K +4.6% $82.49 +8.9%
Page 18 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%