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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 48 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 97,423.0 $497K 0.01% -2K -1.8% $5.10 +3.3%
942 MMS MAXIMUS INC Industrials 7,751.0 $497K 0.01% +2K +25.3% $64.10 -4.2%
943 ESS ESSEX PPTY TR INC Real Estate 2,030.0 $496K 0.01% +128.0 +6.7% $244.53 +12.0%
944 VRSN VERISIGN INC Technology 1,997.0 $496K 0.01% +395.0 +24.7% $248.32 +22.0%
945 FDN FIRST TR EXCHANGE-TRADED FD 2,109.0 $494K 0.01% +204.0 +10.7% $234.03 +16.1%
946 ARGX ARGENX SE Healthcare 674.0 $492K 0.01% -50.0 -6.9% $730.61 +11.7%
947 HOLOGIC INC 6,484.0 $490K 0.01% -593.0 -8.4% $75.59
948 KIM KIMCO REALTY CORP Real Estate 21,811.0 $490K 0.01% +4K +23.1% $22.47 +7.0%
949 BKLC BNY MELLON ETF TRUST 3,925.0 $490K 0.01% NEW $124.81 +14.0%
950 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,883.0 $488K 0.01% +108.0 +1.6% $70.92 +6.3%
951 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 8,596.0 $487K 0.01% +126.0 +1.5% $56.60 -9.8%
952 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 34,022.0 $486K 0.01% +6K +23.2% $14.28 -0.2%
953 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 42,847.0 $486K 0.01% +27K +177.8% $11.33 +0.7%
954 IBB ISHARES TR 2,872.0 $485K 0.01% -171.0 -5.6% $168.85 +0.1%
955 USFD US FOODS HLDG CORP Consumer Defensive 5,251.0 $484K 0.01% -456.0 -8.0% $92.21 -12.0%
956 SLYV SPDR SERIES TRUST 5,130.0 $484K 0.01% -272.0 -5.0% $94.36 +8.6%
957 VTIP VANGUARD MALVERN FDS 9,657.0 $482K 0.01% -891.0 -8.4% $49.95 +0.6%
958 VVV VALVOLINE INC Energy 14,303.0 $482K 0.01% +5K +60.9% $33.68 -1.2%
959 FPH FIVE POINT HOLDINGS LLC Real Estate 99,500.0 $482K 0.01% $4.84 +2.3%
960 DOW DOW HLDGS INC Basic Materials 11,555.0 $481K 0.01% NEW $41.65 -13.8%
Page 48 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%