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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 56 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SPSC SPS COMM INC Technology 6,894.0 $384K 0.01% +2K +39.5% $55.67 -3.5%
1102 ABCB AMERIS BANCORP Financial Services 4,943.0 $383K 0.01% -7K -59.1% $77.41 +9.5%
1103 ECG EVERUS CONSTR GROUP Industrials 3,236.0 $382K 0.01% +40.0 +1.2% $118.06 +27.7%
1104 CRL CHARLES RIV LABS INTL INC Healthcare 2,208.0 $381K 0.01% $172.50 -7.9%
1105 IGM ISHARES TR 3,209.0 $380K 0.01% $118.53 +31.5%
1106 ISTB ISHARES TR 7,846.0 $380K 0.01% -82.0 -1.0% $48.46 -0.6%
1107 STAG STAG INDUSTRIAL INC Real Estate 10,400.0 $380K 0.01% -5K -34.0% $36.52 +4.9%
1108 EZU ISHARES INC 6,042.0 $378K 0.01% +314.0 +5.5% $62.64 +9.0%
1109 AEGON LTD 52,106.0 $378K 0.01% -5K -8.3% $7.26
1110 FRME FIRST MERCHANTS CORP Financial Services 9,755.0 $378K 0.01% $38.73 +3.9%
1111 FNV FRANCO NEV CORP Basic Materials 1,524.0 $377K 0.01% -13.0 -0.8% $247.05 -8.6%
1112 CDC VICTORY PORTFOLIOS II 5,268.0 $376K 0.01% $71.43 +2.3%
1113 AR ANTERO RESOURCES CORP Energy 8,802.0 $374K 0.01% -646.0 -6.8% $42.44 -12.7%
1114 CBT CABOT CORP Basic Materials 4,957.0 $373K 0.01% -210.0 -4.1% $75.31 +4.0%
1115 IGRO ISHARES TR 4,439.0 $372K 0.01% $83.77 +5.8%
1116 WTFC WINTRUST FINL CORP Financial Services 2,673.0 $371K 0.01% +552.0 +26.0% $138.95 +7.8%
1117 WMG WARNER MUSIC GROUP CORP Communication Services 14,494.0 $370K 0.01% $25.54 +32.8%
1118 OCFC OCEANFIRST FINL CORP Financial Services 20,490.0 $370K 0.01% $18.04 +4.2%
1119 LZB LA Z BOY INC Consumer Cyclical 11,500.0 $370K 0.01% +125.0 +1.1% $32.14 +14.4%
1120 FHN FIRST HORIZON CORPORATION Financial Services 16,109.0 $369K 0.01% -122.0 -0.8% $22.93 +5.1%
Page 56 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%