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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 46 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CNX CNX RES CORP Energy 13,851.0 $534K 0.01% $38.55 -7.8%
902 KDP KEURIG DR PEPPER INC Consumer Defensive 20,056.0 $533K 0.01% -2K -10.6% $26.58 +8.3%
903 PFIX SIMPLIFY EXCHANGE TRADED FUN 11,485.0 $531K 0.01% NEW $46.23 +8.5%
904 VGSH VANGUARD SCOTTSDALE FDS 9,055.0 $530K 0.01% +2K +35.2% $58.54 -0.5%
905 VLUE ISHARES TR 3,724.0 $529K 0.01% -186.0 -4.8% $142.18 +30.1%
906 WBS WEBSTER FINL CORP Financial Services 7,620.0 $529K 0.01% +666.0 +9.6% $69.42 +5.3%
907 STLD STEEL DYNAMICS INC Basic Materials 2,926.0 $528K 0.01% -197.0 -6.3% $180.56 +26.4%
908 INGERSOLL RAND INC 6,593.0 $528K 0.01% +2K +56.9% $80.12
909 DIGITALBRIDGE GROUP INC 34,147.0 $527K 0.01% $15.43
910 MLI MUELLER INDS INC Industrials 4,754.0 $527K 0.01% -225.0 -4.5% $110.80 +20.6%
911 PAXS PIMCO ACCESS INCOME FUND Financial Services 36,346.0 $526K 0.01% -36K -49.6% $14.48 -2.7%
912 IDCC INTERDIGITAL INC Technology 1,742.0 $526K 0.01% -280.0 -13.8% $302.00 -11.6%
913 MDB MONGODB INC Technology 2,144.0 $525K 0.01% +58.0 +2.8% $244.83 +29.7%
914 ETSY INC 10,400.0 $524K 0.01% +801.0 +8.3% $50.38
915 DGCB DIMENSIONAL ETF TRUST 9,656.0 $523K 0.01% NEW $54.14 +0.4%
916 APLD APPLIED DIGITAL CORP Technology 22,017.0 $523K 0.01% +762.0 +3.6% $23.74 +102.3%
917 SON SONOCO PRODS CO Consumer Cyclical 9,660.0 $523K 0.01% +3K +45.1% $54.09 -11.3%
918 VOD VODAFONE GROUP PLC Communication Services 34,734.0 $522K 0.01% +3K +8.2% $15.02 +1.5%
919 DBEF DBX ETF TR 10,541.0 $521K 0.01% -103.0 -1.0% $49.40 +6.8%
920 CPRX CATALYST PHARMACEUTICALS INC Healthcare 21,024.0 $521K 0.01% +581.0 +2.8% $24.76 +26.3%
Page 46 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%