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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 43 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CVNA CARVANA CO Consumer Cyclical 1,898.0 $597K 0.01% +319.0 +20.2% $314.32 -79.5%
842 CELH CELSIUS HLDGS INC Consumer Defensive 16,799.0 $596K 0.01% +2K +11.0% $35.48 -16.3%
843 EMD WESTERN ASSET EMERGING MKTS Financial Services 60,694.0 $596K 0.01% +5K +8.5% $9.82 +5.0%
844 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,891.0 $596K 0.01% +302.0 +8.4% $153.09 -17.2%
845 DFGP DIMENSIONAL ETF TRUST 11,031.0 $596K 0.01% NEW $53.99 +0.3%
846 XPO XPO INC Industrials 3,049.0 $593K 0.01% -2K -35.6% $194.55 +8.3%
847 FIX COMFORT SYS USA INC Industrials 430.0 $593K 0.01% -12.0 -2.7% $1379.35 +33.0%
848 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 10,482.0 $592K 0.01% +5K +97.7% $56.49 -4.2%
849 TXG 10X GENOMICS INC Healthcare 27,885.0 $592K 0.01% +830.0 +3.1% $21.23 +13.0%
850 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,761.0 $591K 0.01% +815.0 +11.7% $76.16 +10.9%
851 GVA GRANITE CONSTR INC Industrials 4,922.0 $591K 0.01% -1K -19.8% $120.02 +6.3%
852 SUPN SUPERNUS PHARMACEUTICALS Healthcare 11,411.0 $590K 0.01% $51.69 -5.8%
853 XMLV INVESCO EXCH TRADED FD TR II 9,348.0 $589K 0.01% -211.0 -2.2% $62.97 +3.8%
854 NTES NETEASE COM INC Technology 5,257.0 $588K 0.01% $111.94 +2.1%
855 LCII LCI INDS Consumer Cyclical 4,784.0 $588K 0.01% +61.0 +1.3% $122.97 -11.2%
856 TOL TOLL BROTHERS INC Consumer Cyclical 4,289.0 $585K 0.01% +537.0 +14.3% $136.47 -0.1%
857 VGIT VANGUARD SCOTTSDALE FDS 9,828.0 $585K 0.01% +113.0 +1.2% $59.55 -1.3%
858 IGIB ISHARES TR 10,935.0 $582K 0.01% -2K -13.8% $53.22 -0.7%
859 PSA PUBLIC STORAGE OPER CO Real Estate 2,136.0 $579K 0.01% +111.0 +5.5% $270.87 +11.8%
860 SPTM SPDR SERIES TRUST 7,317.0 $578K 0.01% $79.06 +13.8%
Page 43 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%