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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 41 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 RSPT INVESCO EXCHANGE TRADED FD T 14,688.0 $665K 0.01% $45.26 +31.1%
802 GLOBUS MED INC 7,681.0 $660K 0.01% +353.0 +4.8% $85.99
803 CMS CMS ENERGY CORP Utilities 8,510.0 $660K 0.01% $77.58 -5.1%
804 APTIV PLC 9,431.0 $655K 0.01% -1K -10.0% $69.44
805 DIOD DIODES INC Technology 9,576.0 $654K 0.01% +431.0 +4.7% $68.26 +41.1%
806 RYANAIR HOLDINGS PLC 11,260.0 $651K 0.01% -70.0 -0.6% $57.80
807 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 40,321.0 $648K 0.01% NEW $16.08 +11.5%
808 AROC ARCHROCK INC Energy 18,604.0 $647K 0.01% +1K +8.7% $34.80 +6.0%
809 TRMB TRIMBLE INC Technology 9,913.0 $647K 0.01% -1K -10.8% $65.23 -14.2%
810 VIAV VIAVI SOLUTIONS INC Technology 19,426.0 $646K 0.01% +656.0 +3.5% $33.28 +44.5%
811 DOCN DIGITALOCEAN HLDGS INC Technology 7,535.0 $646K 0.01% -6K -42.9% $85.78 +84.6%
812 HWC HANCOCK WHITNEY CORPORATION Financial Services 10,145.0 $645K 0.01% -139.0 -1.4% $63.59 +4.8%
813 FNF FIDELITY NATL FINL INC Financial Services 13,891.0 $644K 0.01% -1K -8.6% $46.38 +6.4%
814 PYLD PIMCO ETF TR 24,389.0 $639K 0.01% $26.20 +0.3%
815 COWZ PACER FDS TR 10,207.0 $639K 0.01% +3K +51.3% $62.56 +1.3%
816 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 11,396.0 $637K 0.01% -773.0 -6.3% $55.90 +4.0%
817 IAGG ISHARES TR 12,694.0 $635K 0.01% -8K -38.0% $50.04 -0.1%
818 BRW SABA CAPITAL INCOME & OPRNT Financial Services 94,181.0 $635K 0.01% -43K -31.5% $6.74 +0.1%
819 HBAN HUNTINGTON BANCSHARES INC Financial Services 40,037.0 $635K 0.01% +4K +9.8% $15.85 -0.0%
820 SANM SANMINA CORP Technology 4,880.0 $633K 0.01% -313.0 -6.0% $129.64 +78.3%
Page 41 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%