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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 40 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PPG PPG INDS INC Basic Materials 6,476.0 $692K 0.01% +72.0 +1.1% $106.88 -2.3%
782 IWV ISHARES TR 1,864.0 $691K 0.01% $370.66 +13.5%
783 UI UBIQUITI INC Technology 872.0 $689K 0.01% -16.0 -1.8% $790.64 -24.2%
784 BCO BRINKS CO Industrials 6,639.0 $688K 0.01% -206.0 -3.0% $103.63 +1.1%
785 RSPH INVESCO EXCHANGE TRADED FD T 22,780.0 $688K 0.01% $30.19 +2.0%
786 E ENI SPA Energy 11,942.0 $683K 0.01% +799.0 +7.2% $57.21 -3.6%
787 NEOG NEOGEN CORP Healthcare 73,431.0 $682K 0.01% -1K -1.6% $9.29 -4.6%
788 YETI YETI HLDGS INC Consumer Cyclical 18,609.0 $681K 0.01% +925.0 +5.2% $36.58 +22.1%
789 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 386,602.0 $680K 0.01% $1.76 +104.5%
790 BXSL BLACKSTONE SECD LENDING FD Financial Services 27,778.0 $679K 0.01% -7K -19.4% $24.46 -3.7%
791 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,994.0 $678K 0.01% -111.0 -2.2% $135.80 +0.2%
792 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,789.0 $678K 0.01% -108.0 -1.8% $117.06 -6.8%
793 CGGR CAPITAL GROUP GROWTH ETF 16,673.0 $670K 0.01% +361.0 +2.2% $40.19 +14.6%
794 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 66,510.0 $669K 0.01% +23K +53.4% $10.06 -0.2%
795 GMAB GENMAB A/S Healthcare 24,889.0 $668K 0.01% -216.0 -0.9% $26.83 +0.8%
796 LBRT LIBERTY ENERGY INC Energy 23,159.0 $667K 0.01% -12K -33.8% $28.80 +14.2%
797 HEI HEICO CORP NEW Industrials 2,432.0 $667K 0.01% -671.0 -21.6% $274.20 +9.8%
798 B BARRICK MNG CORP Basic Materials 16,330.0 $666K 0.01% -471.0 -2.8% $40.79 +1.1%
799 MATX MATSON INC Industrials 4,060.0 $666K 0.01% -373.0 -8.4% $163.94 +11.5%
800 NATWEST GROUP PLC 44,658.0 $665K 0.01% +3K +6.3% $14.90
Page 40 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%