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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 38 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VMI VALMONT INDS INC Industrials 1,888.0 $756K 0.01% $400.34 +25.7%
742 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,678.0 $755K 0.01% +2K +20.6% $64.61 +41.0%
743 EIX EDISON INTL Utilities 10,308.0 $754K 0.01% +2K +22.4% $73.18 -3.9%
744 IJT ISHARES TR 5,210.0 $754K 0.01% $144.70 +11.0%
745 RDVY FIRST TR EXCHANGE TRADED FD 11,007.0 $752K 0.01% $68.28 +9.5%
746 VEEV VEEVA SYS INC Healthcare 4,270.0 $750K 0.01% -2K -26.7% $175.67 -6.1%
747 PAVE GLOBAL X FDS 14,723.0 $748K 0.01% -304.0 -2.0% $50.81 +7.3%
748 CTRA COTERRA ENERGY INC Energy 21,238.0 $746K 0.01% +261.0 +1.2% $35.14 -7.3%
749 BKH BLACK HILLS CORP Utilities 10,749.0 $746K 0.01% -194.0 -1.8% $69.41 +6.8%
750 RA BROOKFIELD REAL ASSETS INCOM Financial Services 57,767.0 $743K 0.01% -35K -37.9% $12.86 -0.3%
751 IEI ISHARES TR 6,238.0 $740K 0.01% -108.0 -1.7% $118.60 -1.2%
752 CCK CROWN HLDGS INC Consumer Cyclical 7,373.0 $739K 0.01% -531.0 -6.7% $100.25 -3.8%
753 MTB M & T BK CORP Financial Services 3,571.0 $738K 0.01% +254.0 +7.7% $206.74 +2.7%
754 RWM PROSHARES TR 45,499.0 $738K 0.01% -10K -17.9% $16.22 -12.0%
755 VBIL VANGUARD INSTL INDEX FD 9,727.0 $736K 0.01% +170.0 +1.8% $75.65 -0.1%
756 FPE FIRST TR EXCH TRADED FD III 41,453.0 $736K 0.01% -3K -5.8% $17.75 +0.8%
757 NDAQ NASDAQ INC Financial Services 8,665.0 $736K 0.01% -3K -27.3% $84.89 +6.5%
758 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 7,865.0 $735K 0.01% +510.0 +6.9% $93.47 +18.7%
759 IUSV ISHARES TR 7,177.0 $734K 0.01% $102.25 +7.0%
760 LECO LINCOLN ELEC HLDGS INC Industrials 2,935.0 $734K 0.01% -162.0 -5.2% $249.99 +4.0%
Page 38 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%