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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 52 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ALLY ALLY FINL INC Financial Services 9,014.0 $411K 0.01% NEW $45.59 -6.2%
1022 SCCO SOUTHERN COPPER CORP Basic Materials 2,823.0 $411K 0.01% NEW $145.45 +19.7%
1023 COWZ PACER FDS TR 6,746.0 $409K 0.01% NEW $60.65 +4.5%
1024 AVTR AVANTOR INC Healthcare 35,647.0 $409K 0.01% NEW $11.47 -31.4%
1025 HAYW HAYWARD HLDGS INC Industrials 25,929.0 $408K 0.01% NEW $15.75 -13.2%
1026 INSTALLED BLDG PRODS INC 1,541.0 $408K 0.01% NEW $264.84
1027 ENR ENERGIZER HLDGS INC NEW Industrials 20,352.0 $407K 0.01% NEW $20.02 -13.6%
1028 PDM PIEDMONT REALTY TRUST INC Real Estate 48,551.0 $406K 0.01% NEW $8.37 -3.5%
1029 COKE COCA COLA CONS INC Consumer Defensive 2,624.0 $406K 0.01% NEW $154.66 +14.0%
1030 KVUE KENVUE INC Consumer Defensive 23,401.0 $405K 0.01% NEW $17.32 +0.8%
1031 MLPA GLOBAL X FDS 8,349.0 $404K 0.01% NEW $48.44 +14.7%
1032 ARCC ARES CAPITAL CORP Financial Services 19,864.0 $403K 0.01% NEW $20.29 -7.6%
1033 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 24,475.0 $402K 0.01% NEW $16.43 +37.3%
1034 MDYG SPDR SERIES TRUST 4,290.0 $401K 0.01% NEW $93.44 +13.2%
1035 RFMZ RIVERNORTH FLEXIBLE MUNI Financial Services 31,496.0 $401K 0.01% NEW $12.73 +2.1%
1036 MTG MGIC INVT CORP WIS Financial Services 13,521.0 $400K 0.01% NEW $29.60 -11.6%
1037 KRG KITE RLTY GROUP TR Real Estate 16,537.0 $398K 0.01% NEW $24.07 +11.6%
1038 EWC ISHARES INC 7,329.0 $398K 0.01% NEW $54.30 +7.9%
1039 GPC GENUINE PARTS CO Consumer Cyclical 3,202.0 $397K 0.01% NEW $124.05 -21.3%
1040 TECH BIO-TECHNE CORP Healthcare 6,711.0 $397K 0.01% NEW $59.12 -21.0%
Page 52 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%