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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 19 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 URI UNITED RENTALS INC Industrials 3,085.0 $2.2M 0.03% -106.0 -3.3% $728.60 +26.5%
362 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 32,289.0 $2.2M 0.03% -2K -5.1% $69.37 +18.1%
363 OEF ISHARES TR 7,018.0 $2.2M 0.03% -2K -18.2% $317.84 +15.5%
364 KMI KINDER MORGAN INC DEL Energy 66,466.0 $2.2M 0.03% +2K +2.8% $33.53 +3.1%
365 DUHP DIMENSIONAL ETF TRUST 60,334.0 $2.2M 0.03% +53K +680.4% $36.76 +7.9%
366 CANADIAN PACIFIC KANSAS CITY 28,102.0 $2.2M 0.03% +178.0 +0.6% $78.81
367 SE SEA LTD Consumer Cyclical 26,410.0 $2.2M 0.03% +6K +28.8% $82.81 +4.0%
368 BBAX J P MORGAN EXCHANGE TRADED F 36,547.0 $2.2M 0.03% +221.0 +0.6% $59.46 +2.4%
369 NEM NEWMONT CORP Basic Materials 19,996.0 $2.2M 0.03% +479.0 +2.5% $108.25 -2.8%
370 SAN BANCO SANTANDER SA Financial Services 191,230.0 $2.2M 0.03% +50K +35.6% $11.28 +5.5%
371 ADBE ADOBE INC Technology 8,857.0 $2.2M 0.03% -3K -23.5% $243.07 +1.5%
372 BP BP PLC Energy 45,800.0 $2.2M 0.03% -467.0 -1.0% $47.00 -1.9%
373 MRSH MARSH & MCLENNAN COS INC Financial Services 12,360.0 $2.1M 0.03% $173.48 -6.3%
374 APP APPLOVIN CORP Technology 5,381.0 $2.1M 0.03% +769.0 +16.7% $397.98 +17.4%
375 TOTALENERGIES SE 23,243.0 $2.1M 0.03% -2K -9.1% $92.01
376 BWA BORGWARNER INC Consumer Cyclical 39,310.0 $2.1M 0.03% +7K +22.8% $54.26 +13.5%
377 PPL PPL CORP Utilities 55,369.0 $2.1M 0.03% +14K +33.0% $38.49 -7.8%
378 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,965.0 $2.1M 0.03% +67.0 +1.0% $304.06 +3.6%
379 EFSI EAGLE FINL SVCS INC Financial Services 60,400.0 $2.1M 0.03% $34.98 +7.1%
380 VONG VANGUARD SCOTTSDALE FDS 19,189.0 $2.1M 0.03% +4K +29.6% $109.69 +15.6%
Page 19 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%