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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 49 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 EWY ISHARES INC 3,911.0 $481K 0.01% -673.0 -14.7% $123.01 +51.5%
962 HRB BLOCK H & R INC Consumer Cyclical 14,911.0 $481K 0.01% +2K +15.1% $32.23 +17.6%
963 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 31,924.0 $480K 0.01% +6K +22.6% $15.05 -8.7%
964 PTY PIMCO CORPORATE & INCOME OPP Financial Services 39,552.0 $480K 0.01% +22K +119.8% $12.14 -2.7%
965 LEN LENNAR CORP Consumer Cyclical 5,493.0 $477K 0.01% -1K -21.1% $86.84 +2.3%
966 ROL ROLLINS INC Consumer Cyclical 8,926.0 $477K 0.01% -598.0 -6.3% $53.41 -0.3%
967 SUSC ISHARES TR 20,589.0 $476K 0.01% +237.0 +1.2% $23.14 -0.6%
968 AVTR AVANTOR INC Healthcare 60,698.0 $476K 0.01% +25K +70.3% $7.84 +0.4%
969 CNMD CONMED CORP Healthcare 13,445.0 $475K 0.01% +3K +32.8% $35.36 +4.7%
970 RBC RBC BEARINGS INC Industrials 874.0 $475K 0.01% -100.0 -10.3% $543.13 +5.1%
971 TKR TIMKEN CO Industrials 4,716.0 $474K 0.01% -3K -40.5% $100.57 +16.5%
972 BRZE BRAZE INC Technology 20,012.0 $472K 0.01% +7K +59.3% $23.61 -0.8%
973 IJJ ISHARES TR 3,563.0 $472K 0.01% +589.0 +19.8% $132.49 +5.6%
974 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,582.0 $472K 0.01% -88.0 -2.4% $131.74 +18.0%
975 VIS VANGUARD WORLD FD 1,510.0 $471K 0.01% -32.0 -2.1% $312.25 +6.7%
976 GTES GATES INDL CORP PLC Industrials 20,832.0 $471K 0.01% -835.0 -3.9% $22.61 +6.5%
977 CLS CELESTICA INC Technology 1,668.0 $470K 0.01% -165.0 -9.0% $281.73 +25.9%
978 AGO ASSURED GUARANTY LTD Financial Services 5,761.0 $469K 0.01% -542.0 -8.6% $81.48 -3.4%
979 ESLT ELBIT SYS LTD Industrials 552.0 $469K 0.01% +44.0 +8.7% $848.89 -10.0%
980 SCCO SOUTHERN COPPER CORP Basic Materials 2,718.0 $468K 0.01% -105.0 -3.7% $172.07 +1.2%
Page 49 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%