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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 23 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LH LABCORP HOLDINGS INC Healthcare 6,098.0 $1.5M 0.02% NEW $253.08 +1.1%
442 TTWO TAKE-TWO INTERACTIVE Communication Services 5,975.0 $1.5M 0.02% NEW $257.91 -8.3%
443 MSCI MSCI INC Financial Services 2,644.0 $1.5M 0.02% NEW $582.16 +0.0%
444 HPQ HP INC Technology 66,215.0 $1.5M 0.02% NEW $23.25 -5.8%
445 BTI BRITISH AMERN TOB PLC Consumer Defensive 27,081.0 $1.5M 0.02% NEW $56.55 +16.2%
446 TSN TYSON FOODS INC Consumer Defensive 25,779.0 $1.5M 0.02% NEW $59.18 +12.4%
447 O REALTY INCOME CORP Real Estate 26,698.0 $1.5M 0.02% NEW $57.01 +9.2%
448 CPRT COPART INC Industrials 38,502.0 $1.5M 0.02% NEW $39.50 -12.9%
449 SF STIFEL FINL CORP Financial Services 11,917.0 $1.5M 0.02% NEW $126.94 -42.4%
450 VGK VANGUARD INTL EQUITY INDEX 17,922.0 $1.5M 0.02% NEW $83.95 +5.7%
451 SCHP SCHWAB STRATEGIC TR 56,635.0 $1.5M 0.02% NEW $26.54 +0.3%
452 ENB ENBRIDGE INC Energy 31,250.0 $1.5M 0.02% NEW $48.05 +20.3%
453 BLACKROCK ETF TRUST II 30,829.0 $1.5M 0.02% NEW $48.68
454 GOVT ISHARES TR 64,913.0 $1.5M 0.02% NEW $23.07 -1.9%
455 MUFG MITSUBISHI UFJ FINL GROUP Financial Services 93,557.0 $1.5M 0.02% NEW $15.93 +21.7%
456 IFF INTERNATIONAL Basic Materials 21,910.0 $1.5M 0.02% NEW $67.93 +10.8%
457 PPL PPL CORP Utilities 41,644.0 $1.5M 0.02% NEW $35.61 -0.5%
458 CNI CANADIAN NATL RY CO Industrials 14,928.0 $1.5M 0.02% NEW $99.31 +15.0%
459 PFG PRINCIPAL FINANCIAL GROUP Financial Services 16,630.0 $1.5M 0.02% NEW $88.90 +15.6%
460 TSCO TRACTOR SUPPLY CO Consumer Cyclical 29,349.0 $1.5M 0.02% NEW $50.36 -37.1%
Page 23 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%