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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 46 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 DIGITALBRIDGE GROUP INC 34,157.0 $522K 0.01% NEW $15.28
902 VTIP VANGUARD MALVERN FDS 10,548.0 $522K 0.01% NEW $49.47 +1.6%
903 POWL POWELL INDS INC Industrials 1,590.0 $521K 0.01% NEW $327.39 -17.2%
904 DBX DROPBOX INC Technology 18,801.0 $520K 0.01% NEW $27.66 -1.5%
905 WPC WP CAREY INC Real Estate 7,952.0 $519K 0.01% NEW $65.28 +14.9%
906 EXPD EXPEDITORS INTL WASH INC Industrials 3,453.0 $518K 0.01% NEW $150.12 +4.7%
907 CNX CNX RES CORP Energy 13,795.0 $518K 0.01% NEW $37.52 -5.3%
908 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,670.0 $517K 0.01% NEW $140.95 +10.3%
909 FDN FIRST TR EXCHANGE-TRADED FD 1,905.0 $517K 0.01% NEW $271.27 +0.1%
910 DBEF DBX ETF TR 10,644.0 $514K 0.01% NEW $48.30 +9.3%
911 IBB ISHARES TR 3,043.0 $514K 0.01% NEW $168.87 +0.1%
912 TOL TOLL BROTHERS INC Consumer Cyclical 3,752.0 $513K 0.01% NEW $136.60 -0.2%
913 APLD APPLIED DIGITAL CORP Technology 21,255.0 $512K 0.01% NEW $24.08 +99.4%
914 ES EVERSOURCE ENERGY Utilities 7,488.0 $511K 0.01% NEW $68.26 +2.0%
915 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 26,036.0 $510K 0.01% NEW $19.59 -29.9%
916 NTRA NATERA INC Healthcare 2,211.0 $508K 0.01% NEW $229.94 -11.4%
917 EIX EDISON INTL Utilities 8,419.0 $508K 0.01% NEW $60.35 +16.5%
918 MEDP MEDPACE HLDGS INC Healthcare 889.0 $506K 0.01% NEW $568.79 -24.4%
919 DINO HF SINCLAIR CORP Energy 10,912.0 $505K 0.01% NEW $46.26 +47.8%
920 XYLD GLOBAL X FDS 12,334.0 $502K 0.01% NEW $40.74 -0.9%
Page 46 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%