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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 47 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 WEX WEX INC Technology 3,401.0 $520K 0.01% +398.0 +13.2% $153.04 -5.8%
922 STRL STERLING INFRASTRUCTURE INC Industrials 1,271.0 $518K 0.01% +277.0 +27.9% $407.26 +84.6%
923 EPR EPR PPTYS Real Estate 10,231.0 $514K 0.01% +1K +15.5% $50.26 +16.8%
924 BOTZ GLOBAL X FDS 15,473.0 $514K 0.01% -2K -10.3% $33.22 +19.4%
925 IFRA ISHARES TR 8,985.0 $514K 0.01% -209.0 -2.3% $57.20 +5.8%
926 ENSG ENSIGN GROUP INC Healthcare 2,544.0 $513K 0.01% -48.0 -1.9% $201.50 -14.8%
927 OGE OGE ENERGY CORP Utilities 10,656.0 $511K 0.01% +506.0 +5.0% $47.96 +0.3%
928 ACAD ACADIA PHARMACEUTICALS INC Healthcare 22,890.0 $510K 0.01% -296.0 -1.3% $22.26 -4.2%
929 PCG PG&E CORP Utilities 28,741.0 $506K 0.01% +4K +17.5% $17.62 -6.7%
930 NWBI NORTHWEST BANCSHARES INC Financial Services 39,785.0 $505K 0.01% NEW $12.69 +10.1%
931 NJR NEW JERSEY RES CORP Utilities 9,109.0 $505K 0.01% +214.0 +2.4% $55.39 +3.2%
932 SCHE SCHWAB STRATEGIC TR 15,300.0 $504K 0.01% -918.0 -5.7% $32.95 +8.0%
933 PTEN PATTERSON-UTI ENERGY INC Energy 46,490.0 $503K 0.01% -2K -4.9% $10.83 +13.4%
934 WAL WESTERN ALLIANCE BANCORP Financial Services 7,105.0 $503K 0.01% -273.0 -3.7% $70.85 +8.7%
935 TLK TELEKOMUNIKASI IND Communication Services 26,895.0 $502K 0.01% -749.0 -2.7% $18.68 -6.6%
936 PHG KONINKLIJKE PHILIPS N V Healthcare 18,269.0 $500K 0.01% +2K +10.2% $27.39 -2.4%
937 EEFT EURONET WORLDWIDE INC Technology 7,534.0 $500K 0.01% -304.0 -3.9% $66.37 +0.2%
938 BLOCK INC 8,284.0 $499K 0.01% +3K +48.8% $60.18
939 LOPE GRAND CANYON ED INC Consumer Defensive 2,927.0 $498K 0.01% -17.0 -0.6% $170.03 -7.8%
940 CDE COEUR MNG INC Basic Materials 26,506.0 $498K 0.01% +8K +40.7% $18.77 -5.0%
Page 47 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%