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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 44 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SIVR ABRDN SILVER ETF TRUST Financial Services 8,059.0 $577K 0.01% -1K -12.2% $71.61 +1.9%
862 FLO FLOWERS FOODS INC Consumer Defensive 70,702.0 $576K 0.01% +2K +3.5% $8.15 -14.0%
863 FFIV F5 INC Technology 1,990.0 $576K 0.01% +174.0 +9.6% $289.33 +32.6%
864 BE BLOOM ENERGY CORP Industrials 4,248.0 $576K 0.01% +1K +47.5% $135.49 +127.2%
865 CFR CULLEN FROST BANKERS INC Financial Services 4,193.0 $575K 0.01% -845.0 -16.8% $137.09 +1.4%
866 CGGO CAPITAL GROUP GBL GROWTH EQT 17,214.0 $574K 0.01% -1K -5.8% $33.37 +18.4%
867 CINF CINCINNATI FINL CORP Financial Services 3,601.0 $570K 0.01% -436.0 -10.8% $158.35 +6.3%
868 FORM FORMFACTOR INC Technology 5,879.0 $570K 0.01% +224.0 +4.0% $96.99 +32.0%
869 ATI ATI INC Industrials 3,910.0 $569K 0.01% -386.0 -9.0% $145.46 +10.3%
870 RMBS RAMBUS INC DEL Technology 6,578.0 $566K 0.01% +67.0 +1.0% $86.03 +55.2%
871 EVR EVERCORE INC Financial Services 1,893.0 $565K 0.01% +36.0 +1.9% $298.51 +16.0%
872 ZION ZIONS BANCORPORATION NATL AS Financial Services 9,806.0 $565K 0.01% -4K -28.8% $57.62 +7.1%
873 WAT WATERS CORP Healthcare 1,890.0 $563K 0.01% +892.0 +89.4% $297.88 +14.6%
874 MMU WESTERN ASSET MANAGED MUNS F Financial Services 54,650.0 $562K 0.01% +3K +5.3% $10.28 -1.9%
875 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,968.0 $561K 0.01% +85.0 +3.0% $189.08 +26.6%
876 AWI ARMSTRONG WORLD INDS INC NEW Industrials 3,397.0 $560K 0.01% -1K -23.0% $164.80 -4.6%
877 UNM UNUM GROUP Financial Services 7,658.0 $559K 0.01% -282.0 -3.5% $73.03 +14.8%
878 CELC CELCUITY INC Healthcare 4,895.0 $559K 0.01% +65.0 +1.4% $114.14 +24.9%
879 BCC BOISE CASCADE CO DEL Basic Materials 7,348.0 $557K 0.01% -290.0 -3.8% $75.85 -11.5%
880 FR FIRST INDL RLTY TR INC Real Estate 9,550.0 $557K 0.01% +317.0 +3.4% $58.35 +7.0%
Page 44 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%