BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 4 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 356,011.0 $24.0M 0.29% -8K -2.2% $67.53 +6.3%
62 ABBV ABBVIE INC Healthcare 105,491.0 $22.9M 0.28% -937.0 -0.9% $217.49 -1.3%
63 USRT ISHARES TR 386,762.0 $22.9M 0.28% -54K -12.3% $59.19 +8.8%
64 WMT WALMART INC Consumer Defensive 183,504.0 $22.8M 0.28% $124.52 +8.4%
65 DGRO ISHARES TR 322,519.0 $22.6M 0.28% +7K +2.3% $70.18 +5.2%
66 V VISA INC Financial Services 74,824.0 $22.6M 0.28% -2K -2.9% $302.24 +9.3%
67 JEPI J P MORGAN EXCHANGE TRADED F 394,348.0 $22.4M 0.27% +106K +37.0% $56.68 -0.8%
68 VONE VANGUARD SCOTTSDALE FDS 74,259.0 $21.9M 0.27% +6K +9.2% $295.12 +12.4%
69 VV VANGUARD INDEX FDS 72,745.0 $21.7M 0.27% -2K -2.0% $298.85 +13.3%
70 DFAT DIMENSIONAL ETF TRUST 345,563.0 $21.6M 0.27% -8K -2.2% $62.45 +4.9%
71 HD HOME DEPOT INC Consumer Cyclical 64,061.0 $21.1M 0.26% -13K -16.8% $328.88 -8.1%
72 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 20,885.0 $20.8M 0.26% +241.0 +1.2% $996.41 +9.7%
73 AMLP ALPS ETF TR 393,535.0 $20.7M 0.25% -15K -3.6% $52.64 +3.8%
74 IVE ISHARES TR 97,554.0 $20.6M 0.25% -4K -3.5% $211.15 +6.5%
75 RTX RTX CORPORATION Industrials 103,974.0 $20.1M 0.25% +6K +6.0% $192.90 -8.5%
76 NFLX NETFLIX INC. Communication Services 206,564.0 $20.0M 0.25% +15K +8.0% $96.82 -7.9%
77 SCHV SCHWAB STRATEGIC TR 653,802.0 $19.9M 0.24% +550K +532.0% $30.50 +7.1%
78 MCD MCDONALDS CORP Consumer Cyclical 62,211.0 $19.3M 0.24% +3K +4.8% $310.79 -8.9%
79 USMV ISHARES TR 206,453.0 $19.1M 0.23% -11K -4.8% $92.74 +3.6%
80 KO COCA COLA CO Consumer Defensive 249,386.0 $19.1M 0.23% -17K -6.5% $76.57 +7.5%
Page 4 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%