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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 45 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AGCO AGCO CORP Industrials 4,809.0 $557K 0.01% -2K -26.4% $115.87 -3.3%
882 ZM ZOOM COMMUNICATIONS INC Technology 6,908.0 $555K 0.01% -4K -35.7% $80.39 +23.7%
883 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 29,484.0 $555K 0.01% +5K +20.5% $18.83 +19.8%
884 ALB ALBEMARLE CORP Basic Materials 3,083.0 $555K 0.01% -238.0 -7.2% $180.06 -5.6%
885 ARMK ARAMARK Industrials 13,686.0 $555K 0.01% +3K +31.1% $40.54 +27.4%
886 ES EVERSOURCE ENERGY Utilities 7,997.0 $554K 0.01% +509.0 +6.8% $69.28 +0.5%
887 NVR NVR INC Consumer Cyclical 84.0 $554K 0.01% -8.0 -8.7% $6589.83 -8.2%
888 SABA SABA CAPITAL INCOME & OPPORT Financial Services 66,333.0 $552K 0.01% -60K -47.5% $8.32 +1.3%
889 AIQ GLOBAL X FDS 11,824.0 $552K 0.01% +444.0 +3.9% $46.67 +34.2%
890 PKG PACKAGING CORP AMER Consumer Cyclical 2,583.0 $552K 0.01% -1K -34.9% $213.60 -0.2%
891 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,796.0 $546K 0.01% -260.0 -8.5% $195.41 -5.1%
892 XAR SPDR SERIES TRUST 2,146.0 $545K 0.01% +82.0 +4.0% $254.04 +4.9%
893 GAP GAP INC Consumer Cyclical 22,514.0 $545K 0.01% +114.0 +0.5% $24.20 -4.3%
894 KFY KORN FERRY Industrials 8,575.0 $545K 0.01% -140.0 -1.6% $63.50 +4.9%
895 DFEM DIMENSIONAL ETF TRUST 15,713.0 $543K 0.01% NEW $34.55 +14.7%
896 DXCM DEXCOM INC Healthcare 8,636.0 $542K 0.01% +43.0 +0.5% $62.80 +14.5%
897 NEBIUS GROUP N.V. 5,187.0 $538K 0.01% +2K +89.4% $103.76
898 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,283.0 $537K 0.01% -511.0 -13.5% $163.64 -8.3%
899 OKLO OKLO INC Utilities 10,804.0 $536K 0.01% +3K +41.8% $49.59 +31.3%
900 LEIDOS HOLDINGS INC 3,433.0 $534K 0.01% -366.0 -9.6% $155.54
Page 45 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%