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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 27 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 JAAA JANUS DETROIT STR TR 24,359.0 $1.2M 0.02% NEW $50.57 +0.2%
522 A AGILENT TECHNOLOGIES INC Healthcare 8,946.0 $1.2M 0.02% NEW $137.62 -16.6%
523 FIS FIDELITY NATL INFORMATION Technology 18,311.0 $1.2M 0.02% NEW $67.17 -35.1%
524 AG FIRST MAJESTIC SILVER CORP Basic Materials 72,628.0 $1.2M 0.02% NEW $16.93 +17.5%
525 SHM SPDR SERIES TRUST 25,620.0 $1.2M 0.02% NEW $47.99 -0.5%
526 VSGX VANGUARD WORLD FD 17,079.0 $1.2M 0.02% NEW $71.94 +11.6%
527 VXF VANGUARD INDEX FDS 5,802.0 $1.2M 0.02% NEW $211.16 +8.2%
528 ABNB AIRBNB INC Consumer Cyclical 8,879.0 $1.2M 0.01% NEW $136.91 -1.9%
529 WSO WATSCO INC Industrials 3,543.0 $1.2M 0.01% NEW $343.09 +12.7%
530 EXC EXELON CORP Utilities 27,540.0 $1.2M 0.01% NEW $43.92 +3.3%
531 RA BROOKFIELD REAL ASSETS Financial Services 93,072.0 $1.2M 0.01% NEW $12.98 -1.2%
532 SHV ISHARES TR 10,967.0 $1.2M 0.01% NEW $110.12 +0.2%
533 NKE NIKE INC Consumer Cyclical 19,570.0 $1.2M 0.01% NEW $61.67 -28.0%
534 SGOV ISHARES TR 11,957.0 $1.2M 0.01% NEW $100.37 +0.2%
535 IQVIA HLDGS INC 5,266.0 $1.2M 0.01% NEW $227.71
536 RL RALPH LAUREN CORP Consumer Cyclical 3,343.0 $1.2M 0.01% NEW $358.62 -8.2%
537 BIV VANGUARD BD INDEX FDS 15,134.0 $1.2M 0.01% NEW $78.10 -2.4%
538 ST SENSATA TECHNOLOGIES HLDG Technology 35,700.0 $1.2M 0.01% NEW $33.03 +44.5%
539 NDAQ NASDAQ INC Financial Services 11,914.0 $1.2M 0.01% NEW $98.18 -7.9%
540 DTE DTE ENERGY CO Utilities 9,008.0 $1.2M 0.01% NEW $129.79 +10.8%
Page 27 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%