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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 51 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 E ENI S P A Energy 11,143.0 $425K 0.01% NEW $38.12 +44.6%
1002 VOD VODAFONE GROUP PLC NEW Communication Services 32,103.0 $425K 0.01% NEW $13.23 +15.2%
1003 COHEN & STEERS LTD DURATION 19,997.0 $424K 0.01% NEW $21.22
1004 AFRM AFFIRM HLDGS INC Technology 5,587.0 $424K 0.01% NEW $75.85 -11.4%
1005 RHI ROBERT HALF INC. Industrials 15,333.0 $422K 0.01% NEW $27.50 -4.6%
1006 DCI DONALDSON INC Industrials 4,660.0 $421K 0.01% NEW $90.29 -8.5%
1007 RPM RPM INTL INC Basic Materials 4,004.0 $421K 0.01% NEW $105.07 -6.2%
1008 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,360.0 $421K 0.01% NEW $178.26 -13.3%
1009 ASO ACADEMY SPORTS & OUTDOORS Consumer Cyclical 8,470.0 $420K 0.01% NEW $49.56 +3.0%
1010 BIIB BIOGEN INC Healthcare 2,377.0 $419K 0.01% NEW $176.40 +7.4%
1011 IGM ISHARES TR 3,209.0 $419K 0.01% NEW $130.45 +19.4%
1012 FIX COMFORT SYS USA INC Industrials 442.0 $418K 0.01% NEW $946.02 +93.9%
1013 GTLS CHART INDS INC Industrials 2,024.0 $418K 0.01% NEW $206.37 +0.9%
1014 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,775.0 $417K 0.01% NEW $61.56 +22.5%
1015 NJR NEW JERSEY RES CORP Utilities 8,895.0 $417K 0.01% NEW $46.84 +22.1%
1016 CNMD CONMED CORP Healthcare 10,121.0 $416K 0.01% NEW $41.14 -10.0%
1017 MNDY MONDAY COM LTD Technology 2,846.0 $414K 0.01% NEW $145.32 -47.5%
1018 INSP INSPIRE MED SYS INC Healthcare 4,463.0 $413K 0.01% NEW $92.57 -51.7%
1019 AEIS ADVANCED ENERGY INDS Industrials 1,935.0 $413K 0.01% NEW $213.37 +51.8%
1020 NPK INTERNATIONAL INC 33,970.0 $412K 0.01% NEW $12.12
Page 51 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%