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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 36 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DXC DXC TECHNOLOGY CO Technology 53,402.0 $795K 0.01% NEW $14.89 -38.0%
702 IUSG ISHARES TR 4,678.0 $792K 0.01% NEW $169.21 +10.3%
703 VSS VANGUARD INTL EQUITY INDEX 5,499.0 $791K 0.01% NEW $143.79 +10.4%
704 GMAB GENMAB A/S Healthcare 25,105.0 $791K 0.01% NEW $31.49 -14.1%
705 SANM SANMINA CORPORATION Technology 5,193.0 $789K 0.01% NEW $152.03 +52.1%
706 BLUE OWL TECHNOLOGY FIN 53,699.0 $787K 0.01% NEW $14.66
707 EME EMCOR GROUP INC Industrials 1,275.0 $787K 0.01% NEW $617.07 +37.6%
708 YETI YETI HLDGS INC Consumer Cyclical 17,684.0 $784K 0.01% NEW $44.31 +0.8%
709 ENFR ALPS ETF TR 24,782.0 $783K 0.01% NEW $31.59 +26.3%
710 EMBOTELLADORA ANDINA S A 28,570.0 $783K 0.01% NEW $27.40
711 FN FABRINET Technology 1,692.0 $782K 0.01% NEW $461.93 +52.2%
712 EA ELECTRONIC ARTS INC Communication Services 3,818.0 $780K 0.01% NEW $204.36 -1.2%
713 EVRG EVERGY INC Utilities 10,636.0 $779K 0.01% NEW $73.20 +14.3%
714 CACI CACI INTL INC Technology 1,443.0 $778K 0.01% NEW $539.01 -9.1%
715 VST VISTRA CORP Utilities 4,768.0 $777K 0.01% NEW $162.87 -11.6%
716 RDVY FIRST TR EXCHANGE TRADED FD 11,004.0 $774K 0.01% NEW $70.36 +6.3%
717 WCN WASTE CONNECTIONS INC Industrials 4,330.0 $771K 0.01% NEW $178.15 -11.9%
718 IJK ISHARES TR 7,854.0 $769K 0.01% NEW $97.97 +13.1%
719 EGBN EAGLE BANCORP INC MD Financial Services 36,418.0 $768K 0.01% NEW $21.10 +23.6%
720 VMI VALMONT INDS INC Industrials 1,884.0 $768K 0.01% NEW $407.57 +23.5%
Page 36 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%