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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 34 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,711.0 $897K 0.01% +136.0 +5.3% $330.85 -9.2%
662 ALKS ALKERMES PLC Healthcare 25,259.0 $893K 0.01% -144.0 -0.6% $35.36 +4.5%
663 NICE NICE LTD Technology 8,074.0 $890K 0.01% -109.0 -1.3% $110.26 -13.5%
664 CFG CITIZENS FINL GROUP INC Financial Services 14,799.0 $887K 0.01% $59.97 +4.7%
665 RF REGIONS FINANCIAL CORP NEW Financial Services 33,552.0 $887K 0.01% -2K -6.9% $26.43 +4.2%
666 GRMN GARMIN LTD Technology 3,820.0 $886K 0.01% +114.0 +3.1% $232.02 +3.3%
667 ITM VANECK ETF TRUST 19,043.0 $884K 0.01% +2K +9.1% $46.43 +0.0%
668 LW LAMB WESTON HLDGS INC Consumer Defensive 20,782.0 $878K 0.01% -2K -7.7% $42.26 +1.3%
669 CCI CROWN CASTLE INC Real Estate 10,795.0 $878K 0.01% -1K -12.0% $81.31 +13.2%
670 TER TERADYNE INC Technology 2,960.0 $878K 0.01% -83.0 -2.7% $296.49 +16.1%
671 PHM PULTE GROUP INC Consumer Cyclical 7,430.0 $876K 0.01% -846.0 -10.2% $117.89 -1.4%
672 JBL JABIL INC Technology 3,294.0 $875K 0.01% -768.0 -18.9% $265.64 +34.2%
673 RKT ROCKET COS INC Financial Services 61,401.0 $875K 0.01% +20K +48.6% $14.25 -4.4%
674 EVRG EVERGY INC Utilities 10,677.0 $875K 0.01% $81.92 +2.1%
675 FN FABRINET Technology 1,671.0 $872K 0.01% -21.0 -1.2% $521.68 +34.8%
676 POWL POWELL INDS INC Industrials 1,609.0 $871K 0.01% +19.0 +1.2% $541.16 -49.9%
677 GDX VANECK ETF TRUST 9,475.0 $869K 0.01% +3K +46.0% $91.75 -6.2%
678 F FORD MTR CO Consumer Cyclical 75,143.0 $867K 0.01% +6K +9.1% $11.54 +18.5%
679 OMC OMNICOM GROUP INC Communication Services 11,382.0 $867K 0.01% +2K +26.2% $76.13 -3.1%
680 RDN RADIAN GROUP INC Financial Services 26,119.0 $864K 0.01% $33.08 +13.7%
Page 34 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%