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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 34 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DVN DEVON ENERGY CORP NEW Energy 23,763.0 $875K 0.01% NEW $36.82 +27.9%
662 CFG CITIZENS FINL GROUP INC Financial Services 14,738.0 $869K 0.01% NEW $58.95 +6.5%
663 ON ON SEMICONDUCTOR CORP Technology 16,011.0 $868K 0.01% NEW $54.24 +102.1%
664 EMN EASTMAN CHEM CO Basic Materials 13,493.0 $868K 0.01% NEW $64.33 +13.8%
665 NXPI NXP SEMICONDUCTORS N V Technology 3,940.0 $867K 0.01% NEW $219.97 +36.1%
666 CGXU CAPITAL GROUP INTL FOCUS 29,168.0 $867K 0.01% NEW $29.71 +13.0%
667 SPYV SPDR SERIES TRUST 15,052.0 $861K 0.01% NEW $57.20 +5.9%
668 RELX RELX PLC Communication Services 20,926.0 $860K 0.01% NEW $41.11 -18.3%
669 BR BROADRIDGE FINL SOLUTIONS Technology 3,794.0 $855K 0.01% NEW $225.26 -33.4%
670 FNF FIDELITY NATIONAL FINANCIAL Financial Services 15,195.0 $849K 0.01% NEW $55.90 -11.7%
671 AWI ARMSTRONG WORLD INDS INC Industrials 4,414.0 $849K 0.01% NEW $192.30 -18.3%
672 SPIB SPDR SERIES TRUST 24,944.0 $845K 0.01% NEW $33.86 -1.5%
673 VMC VULCAN MATLS CO Basic Materials 2,909.0 $840K 0.01% NEW $288.87 -8.9%
674 BAR GRANITESHARES GOLD TR Financial Services 19,644.0 $840K 0.01% NEW $42.77 +4.5%
675 VDC VANGUARD WORLD FD 3,943.0 $837K 0.01% NEW $212.34 +8.2%
676 PAAS PAN AMERN SILVER CORP Basic Materials 15,826.0 $834K 0.01% NEW $52.69 +4.0%
677 CLH CLEAN HARBORS INC Industrials 3,502.0 $833K 0.01% NEW $237.78 +18.8%
678 TROW PRICE T ROWE GROUP INC Financial Services 8,011.0 $830K 0.01% NEW $103.64 -1.7%
679 RKT ROCKET COS INC Financial Services 41,331.0 $829K 0.01% NEW $20.06 -32.1%
680 RYANAIR HOLDINGS PLC 11,330.0 $827K 0.01% NEW $73.02
Page 34 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%