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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 53 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 COKE COCA COLA CONS INC Consumer Defensive 2,182.0 $418K 0.01% -442.0 -16.8% $191.76 -8.0%
1042 EMLP FIRST TR EXCHANGE-TRADED FD 9,582.0 $418K 0.01% +79.0 +0.8% $43.66 +1.4%
1043 OZK BANK OZK LITTLE ROCK ARK Financial Services 9,084.0 $417K 0.01% -1K -12.8% $45.89 +5.0%
1044 COHR COHERENT CORP Technology 1,749.0 $417K 0.01% +89.0 +5.4% $238.26 +58.7%
1045 DHT DHT HOLDINGS INC Energy 22,774.0 $416K 0.01% $18.27 -2.8%
1046 EQNR EQUINOR ASA Energy 9,857.0 $416K 0.01% -132.0 -1.3% $42.20 -8.4%
1047 XYL XYLEM INC Industrials 3,476.0 $415K 0.01% -1K -24.0% $119.51 -9.4%
1048 AM ANTERO MIDSTREAM CORP Energy 18,122.0 $413K 0.01% +4K +27.8% $22.80 -4.3%
1049 MDYG SPDR SERIES TRUST 4,290.0 $412K 0.01% $95.96 +10.2%
1050 IVT INVENTRUST PPTYS CORP Real Estate 13,404.0 $412K 0.01% $30.71 +6.7%
1051 HUBS HUBSPOT INC Technology 1,683.0 $411K 0.01% +766.0 +83.5% $244.06 -18.7%
1052 EXPAND ENERGY CORPORATION 3,740.0 $411K 0.01% -148.0 -3.8% $109.78
1053 MEDP MEDPACE HLDGS INC Healthcare 855.0 $411K 0.01% -34.0 -3.8% $480.12 -10.4%
1054 KRG KITE REALTY GROUP TRUST Real Estate 16,718.0 $410K 0.01% +181.0 +1.1% $24.55 +9.5%
1055 OII OCEANEERING INTL INC Energy 11,532.0 $409K 0.01% +793.0 +7.4% $35.47 +8.5%
1056 KVUE KENVUE INC Consumer Defensive 23,645.0 $408K 0.01% +244.0 +1.0% $17.24 +1.3%
1057 WES WESTERN MIDSTREAM PARTNERS L Energy 9,875.0 $407K 0.01% +558.0 +6.0% $41.17 +11.8%
1058 IGF ISHARES TR 6,046.0 $405K 0.01% +2K +62.7% $67.00 +0.7%
1059 RS RELIANCE INC Basic Materials 1,333.0 $405K 0.01% +33.0 +2.5% $303.84 +19.2%
1060 AUB ATLANTIC UN BANKSHARES CORP Financial Services 11,327.0 $405K 0.01% +2K +22.2% $35.74 +5.4%
Page 53 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%