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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 54 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 BAX BAXTER INTL INC Healthcare 24,073.0 $405K 0.01% +13K +108.2% $16.82 +13.2%
1062 INSTALLED BLDG PRODS INC 1,520.0 $403K 0.01% -21.0 -1.4% $265.15
1063 CRS CARPENTER TECHNOLOGY CORP Industrials 1,021.0 $402K 0.01% +45.0 +4.6% $394.19 +11.2%
1064 IONQ IONQ INC Technology 13,943.0 $402K 0.01% -1K -9.4% $28.83 +104.3%
1065 EWC ISHARES INC 7,329.0 $402K 0.01% $54.79 +6.9%
1066 DFNM DIMENSIONAL ETF TRUST 8,364.0 $401K 0.01% NEW $47.93 -0.1%
1067 MLPA GLOBAL X FDS 7,435.0 $401K 0.01% -914.0 -10.9% $53.87 +3.2%
1068 NFG NATIONAL FUEL GAS CO Energy 4,233.0 $400K 0.01% +2K +71.0% $94.61 -14.1%
1069 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 9,294.0 $400K 0.01% -3K -24.5% $43.06 -0.7%
1070 DOCU DOCUSIGN INC Technology 8,436.0 $400K 0.01% +1K +16.8% $47.41 +3.3%
1071 CPT CAMDEN PPTY TR Real Estate 4,040.0 $399K 0.01% -115.0 -2.8% $98.72 +7.5%
1072 NTRA NATERA INC Healthcare 1,994.0 $399K 0.01% -217.0 -9.8% $199.99 +1.9%
1073 JHG JANUS HENDERSON GROUP PLC Financial Services 7,761.0 $399K 0.01% +672.0 +9.5% $51.37 +0.6%
1074 BLACKROCK TECH AND PRIVATE E 60,375.0 $398K 0.01% +22K +58.6% $6.60
1075 JKHY HENRY JACK & ASSOC INC Technology 2,513.0 $397K 0.01% +1K +105.3% $158.04 -11.7%
1076 TRP TC ENERGY CORP Energy 6,326.0 $396K 0.01% -93.0 -1.4% $62.60 +12.0%
1077 FLOT ISHARES TR 7,739.0 $394K 0.01% $50.95 +0.1%
1078 THG HANOVER INS GROUP INC Financial Services 2,273.0 $394K 0.01% -599.0 -20.9% $173.35 +12.2%
1079 WFRD WEATHERFORD INTL PLC Energy 4,204.0 $394K 0.01% +885.0 +26.7% $93.63 +19.0%
1080 SATS ECHOSTAR CORP Technology 3,360.0 $393K 0.01% +700.0 +26.3% $117.08 +21.1%
Page 54 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%