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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 54 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 HST HOST HOTELS & RESORTS INC Real Estate 20,966.0 $383K 0.01% NEW $18.29 +22.5%
1062 WAT WATERS CORP Healthcare 998.0 $383K 0.01% NEW $384.03 -11.1%
1063 FVD FIRST TR EXCHANGE-TRADED FD 8,195.0 $383K 0.01% NEW $46.74 +2.0%
1064 EGP EASTGROUP PPTYS INC Real Estate 2,106.0 $382K 0.01% NEW $181.51 +13.0%
1065 PIPER SANDLER COMPANIES 1,110.0 $381K 0.01% NEW $342.98
1066 SWKS SKYWORKS SOLUTIONS INC Technology 5,899.0 $380K 0.01% NEW $64.46 +15.3%
1067 ASGN ASGN INC Technology 7,716.0 $380K 0.01% NEW $49.26 -61.2%
1068 AYI ACUITY INC Industrials 1,041.0 $380K 0.01% NEW $365.04 -23.0%
1069 FINS ANGEL OAK FINL STRATEGIES Financial Services 28,746.0 $379K 0.01% NEW $13.19 -4.3%
1070 DFAR DIMENSIONAL ETF TRUST 16,426.0 $379K 0.01% NEW $23.08 +13.0%
1071 RS RELIANCE INC Basic Materials 1,300.0 $379K 0.01% NEW $291.46 +24.3%
1072 IVT INVENTRUST PPTYS CORP Real Estate 13,424.0 $378K 0.01% NEW $28.19 +16.2%
1073 MOAT VANECK ETF TRUST 3,619.0 $377K 0.01% NEW $104.30 -3.0%
1074 RITM RITHM CAPITAL CORP Real Estate 34,046.0 $377K 0.01% NEW $11.07 -16.3%
1075 CIBR FIRST TR EXCHANGE TRADED FD 5,190.0 $376K 0.01% NEW $72.45 +13.4%
1076 XRAY DENTSPLY SIRONA INC Healthcare 32,945.0 $376K 0.01% NEW $11.40 -13.7%
1077 MTD METTLER TOLEDO Healthcare 265.0 $375K 0.01% NEW $1414.32 -22.9%
1078 OCFC OCEANFIRST FINL CORP Financial Services 20,490.0 $375K 0.01% NEW $18.29 +2.8%
1079 HUBS HUBSPOT INC Technology 917.0 $372K 0.01% NEW $405.85 -51.1%
1080 ETG EATON VANCE TX ADV GLBL DIV Financial Services 16,125.0 $371K 0.01% NEW $23.01 -1.3%
Page 54 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%