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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 49 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 DIOD DIODES INC Technology 9,145.0 $456K 0.01% NEW $49.89 +93.0%
962 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,813.0 $456K 0.01% NEW $161.99 +10.0%
963 EPAM EPAM SYS INC Technology 2,205.0 $455K 0.01% NEW $206.32 -50.0%
964 WEX WEX INC Technology 3,003.0 $454K 0.01% NEW $151.28 -4.7%
965 PHG KONINKLIJKE PHILIPS N V Healthcare 16,576.0 $454K 0.01% NEW $27.39 -2.4%
966 EWY ISHARES INC 4,584.0 $452K 0.01% NEW $98.62 +89.0%
967 IT GARTNER INC Technology 1,775.0 $452K 0.01% NEW $254.62 -38.3%
968 ARWR ARROWHEAD PHARMACEUTICALS Healthcare 6,688.0 $450K 0.01% NEW $67.25 +12.3%
969 U UNITY SOFTWARE INC Technology 9,961.0 $450K 0.01% NEW $45.13 -41.9%
970 AROC ARCHROCK INC Energy 17,110.0 $449K 0.01% NEW $26.25 +40.6%
971 SPSC SPS COMM INC Technology 4,941.0 $449K 0.01% NEW $90.81 -40.8%
972 VICI VICI PPTYS INC Real Estate 15,801.0 $448K 0.01% NEW $28.35 +0.2%
973 CRL CHARLES RIV LABS INTL INC Healthcare 2,218.0 $448K 0.01% NEW $201.95 -21.3%
974 EPR EPR PPTYS Real Estate 8,855.0 $448K 0.01% NEW $50.54 +16.2%
975 DIHP DIMENSIONAL ETF TRUST 14,058.0 $447K 0.01% NEW $31.82 +7.2%
976 ICLR ICON PLC Healthcare 2,441.0 $447K 0.01% NEW $183.00 -36.3%
977 NUVEEN REAL ASSET INCOME & 32,524.0 $446K 0.01% NEW $13.71
978 TKO TKO GROUP HOLDINGS INC Communication Services 2,079.0 $445K 0.01% NEW $214.17 -9.3%
979 UPRO PROSHARES TR 3,735.0 $444K 0.01% NEW $118.77 +19.2%
980 WBS WEBSTER FINL CORP Financial Services 6,954.0 $442K 0.01% NEW $63.53 +15.1%
Page 49 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%