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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 57 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ICLR ICON PLC Healthcare 3,335.0 $369K 0.01% +894.0 +36.6% $110.66 +5.3%
1122 VUSB VANGUARD BD INDEX FDS 7,394.0 $368K 0.01% NEW $49.77 -0.1%
1123 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 12,247.0 $367K 0.01% +4K +43.0% $29.99 +14.5%
1124 CORP PIMCO ETF TR 3,792.0 $367K 0.01% +159.0 +4.4% $96.80 -0.9%
1125 IXC ISHARES TR 6,363.0 $367K 0.01% -489.0 -7.1% $57.61 -2.7%
1126 HYD VANECK ETF TRUST 7,307.0 $366K 0.00% +228.0 +3.2% $50.14 +1.1%
1127 PBA PEMBINA PIPELINE CORP Energy 8,185.0 $366K 0.00% +302.0 +3.8% $44.76 +10.2%
1128 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,903.0 $366K 0.00% -161.0 -4.0% $93.86 +106.0%
1129 BALL BALL CORP Consumer Cyclical 6,192.0 $366K 0.00% +898.0 +17.0% $59.11 -4.7%
1130 PSMT PRICESMART INC Consumer Defensive 2,428.0 $365K 0.00% -209.0 -7.9% $150.50 +10.3%
1131 TAFI AB ACTIVE ETFS INC 14,417.0 $363K 0.00% NEW $25.18 -0.3%
1132 RJF RAYMOND JAMES FINL INC Financial Services 2,504.0 $363K 0.00% -930.0 -27.1% $144.82 +5.0%
1133 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 33,547.0 $362K 0.00% $10.80 +16.0%
1134 WPC WP CAREY INC Real Estate 5,242.0 $362K 0.00% -3K -34.1% $69.03 +8.7%
1135 CNO CNO FINL GROUP INC Financial Services 8,805.0 $362K 0.00% -294.0 -3.2% $41.06 +15.4%
1136 NSA NATIONAL STORAGE AFFILIATES Real Estate 9,573.0 $361K 0.00% +2K +35.2% $37.74 +13.4%
1137 FOUR SHIFT4 PMTS INC Technology 8,259.0 $361K 0.00% +1K +21.7% $43.73 -0.5%
1138 DBX DROPBOX INC Technology 15,890.0 $361K 0.00% -3K -15.5% $22.72 +19.9%
1139 PKB INVESCO EXCHANGE TRADED FD T 3,692.0 $360K 0.00% $97.58 +3.5%
1140 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,004.0 $360K 0.00% +138.0 +15.9% $358.79 -11.8%
Page 57 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%