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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 20 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IWS ISHARES TR 14,376.0 $2.1M 0.03% -3K -16.7% $145.74 +7.5%
382 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,561.0 $2.1M 0.03% +345.0 +4.8% $276.66 -10.7%
383 PRU PRUDENTIAL FINL INC Financial Services 21,361.0 $2.1M 0.03% $97.69 +3.6%
384 WMB WILLIAMS COS INC Energy 28,436.0 $2.1M 0.03% -163.0 -0.6% $72.78 +9.1%
385 AMT AMERICAN TOWER CORP Real Estate 11,964.0 $2.1M 0.03% +973.0 +8.8% $172.58 +6.6%
386 EXPE EXPEDIA GROUP INC Consumer Cyclical 8,907.0 $2.1M 0.03% -1K -11.2% $230.88 -6.9%
387 D DOMINION ENERGY INC Utilities 32,883.0 $2.0M 0.03% -2K -5.4% $61.82 +10.2%
388 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 27,857.0 $2.0M 0.03% +6K +27.1% $72.93 -1.3%
389 SPTL SPDR SERIES TRUST 76,822.0 $2.0M 0.03% +3K +3.6% $26.30 -3.0%
390 XLI SELECT SECTOR SPDR TR 12,466.0 $2.0M 0.03% +255.0 +2.1% $161.73 +5.6%
391 ECL ECOLAB INC Basic Materials 7,520.0 $2.0M 0.03% -370.0 -4.7% $266.74 -7.9%
392 AEM AGNICO EAGLE MINES LTD Basic Materials 9,856.0 $2.0M 0.03% -525.0 -5.1% $202.95 -12.2%
393 PAYX PAYCHEX INC Industrials 21,618.0 $2.0M 0.02% -765.0 -3.4% $92.12 +2.6%
394 SRE SEMPRA Utilities 20,344.0 $2.0M 0.02% +1K +6.1% $97.86 -6.7%
395 XLC SELECT SECTOR SPDR TR 17,937.0 $2.0M 0.02% +158.0 +0.9% $110.86 +4.7%
396 EOG EOG RES INC Energy 13,735.0 $2.0M 0.02% -938.0 -6.4% $144.59 -0.2%
397 XLY SELECT SECTOR SPDR TR 18,223.0 $2.0M 0.02% -772.0 -4.1% $108.98 +8.2%
398 FCX FREEPORT MCMORAN INC Basic Materials 33,752.0 $2.0M 0.02% -2K -5.3% $58.78 -0.2%
399 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 89,631.0 $2.0M 0.02% -8K -8.5% $22.12 -2.0%
400 HLN HALEON PLC Healthcare 198,007.0 $2.0M 0.02% -6K -3.0% $10.01 -8.1%
Page 20 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%