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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 45 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 OKLO OKLO INC Utilities 7,619.0 $546K 0.01% NEW $71.62 -9.1%
882 JBT MAREL CORPORATION 3,540.0 $543K 0.01% NEW $153.40
883 MMU WESTERN ASSET MANAGED MUNS Financial Services 51,893.0 $542K 0.01% NEW $10.44 -3.5%
884 TAK TAKEDA PHARMACEUTICAL CO Healthcare 34,610.0 $541K 0.01% NEW $15.63 +6.7%
885 SLGN SILGAN HLDGS INC Consumer Cyclical 13,286.0 $540K 0.01% NEW $40.65 -6.3%
886 VLUE ISHARES TR 3,910.0 $540K 0.01% NEW $137.98 +34.0%
887 ACP ABRDN INCOME CREDIT Financial Services 99,169.0 $538K 0.01% NEW $5.43 -2.9%
888 MMS MAXIMUS INC Industrials 6,188.0 $538K 0.01% NEW $86.91 -29.4%
889 ZD ZIFF DAVIS INC Communication Services 15,093.0 $537K 0.01% NEW $35.58 +19.0%
890 FR FIRST INDL RLTY TR INC Real Estate 9,233.0 $537K 0.01% NEW $58.14 +7.4%
891 STLD STEEL DYNAMICS INC Basic Materials 3,123.0 $534K 0.01% NEW $171.04 +33.5%
892 SCHE SCHWAB STRATEGIC TR 16,218.0 $531K 0.01% NEW $32.77 +8.6%
893 THG HANOVER INS GROUP INC Financial Services 2,872.0 $529K 0.01% NEW $184.28 +5.6%
894 ETSY INC 9,599.0 $529K 0.01% NEW $55.11
895 PSA PUBLIC STORAGE OPER CO Real Estate 2,025.0 $529K 0.01% NEW $261.12 +16.0%
896 HII HUNTINGTON INGALLS INDS INC Industrials 1,544.0 $528K 0.01% NEW $341.93 -7.1%
897 DEO DIAGEO PLC Consumer Defensive 6,095.0 $528K 0.01% NEW $86.60 -0.7%
898 HOLOGIC INC 7,077.0 $528K 0.01% NEW $74.54
899 NEOG NEOGEN CORP Healthcare 74,598.0 $526K 0.01% NEW $7.05 +25.7%
900 THC TENET HEALTHCARE CORP Healthcare 2,609.0 $525K 0.01% NEW $201.34 -6.9%
Page 45 of 79  ·  1,575 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 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%