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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 37 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DFAE DIMENSIONAL ETF TRUST 23,192.0 $785K 0.01% +1K +6.1% $33.86 +15.2%
722 VSS VANGUARD INTL EQUITY INDEX F 5,386.0 $785K 0.01% -113.0 -2.0% $145.79 +8.9%
723 HAL HALLIBURTON CO Energy 20,132.0 $785K 0.01% +815.0 +4.2% $38.99 +7.6%
724 INGR INGREDION INC Consumer Defensive 6,962.0 $784K 0.01% +574.0 +9.0% $112.66 -9.3%
725 TROW PRICE T ROWE GROUP INC Financial Services 8,685.0 $783K 0.01% +674.0 +8.4% $90.14 +13.0%
726 REM ISHARES TR 36,289.0 $779K 0.01% -6K -13.7% $21.47 +1.6%
727 DDOG DATADOG INC Technology 6,594.0 $778K 0.01% +708.0 +12.0% $118.04 +84.7%
728 CNH INDL N V 70,502.0 $776K 0.01% -7K -9.1% $11.00
729 IX ORIX CORP Financial Services 25,858.0 $775K 0.01% +1K +4.9% $29.99 +30.9%
730 CUSHMAN AND WAKEFIELD LTD 63,081.0 $773K 0.01% +3K +5.7% $12.26
731 IHI ISHARES TR 14,354.0 $771K 0.01% +1K +11.1% $53.74 -6.0%
732 INCY INCYTE CORP Healthcare 8,189.0 $771K 0.01% -1K -12.9% $94.12 +3.5%
733 VMC VULCAN MATLS CO Basic Materials 2,830.0 $771K 0.01% -79.0 -2.7% $272.27 -3.3%
734 DG DOLLAR GEN CORP Consumer Defensive 6,473.0 $769K 0.01% +2K +42.1% $118.74 -11.5%
735 JFR NUVEEN FLOATING RATE INCOME Financial Services 101,280.0 $768K 0.01% -55K -35.2% $7.59 -0.5%
736 SM SM ENERGY COMPANY Energy 24,584.0 $767K 0.01% +5K +26.6% $31.18 +11.6%
737 VRSK VERISK ANALYTICS INC Industrials 4,025.0 $764K 0.01% +393.0 +10.8% $189.73 -10.1%
738 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 41,213.0 $763K 0.01% +7K +19.1% $18.52 -9.9%
739 DXC DXC TECHNOLOGY CO Technology 60,615.0 $762K 0.01% +7K +13.5% $12.57 -26.6%
740 WTM WHITE MTNS INS GROUP LTD Financial Services 346.0 $760K 0.01% -18.0 -5.0% $2196.96 -2.4%
Page 37 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%