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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 58 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AN AUTONATION INC Consumer Cyclical 1,843.0 $360K 0.00% -463.0 -20.1% $195.26 -4.5%
1142 EXK ENDEAVOUR SILVER CORP Basic Materials 38,642.0 $360K 0.00% +5K +15.0% $9.31 +0.2%
1143 ASTS AST SPACEMOBILE INC Technology 4,315.0 $358K 0.00% NEW $82.88 +16.1%
1144 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 16,289.0 $357K 0.00% -11K -39.8% $21.89 +13.6%
1145 IUSB ISHARES TR 7,710.0 $356K 0.00% +41.0 +0.5% $46.19 -0.8%
1146 MAA MID-AMER APT CMNTYS INC Real Estate 2,911.0 $355K 0.00% +487.0 +20.1% $122.12 +6.5%
1147 VMO INVESCO MUN OPPORTUNIT TR Financial Services 37,366.0 $355K 0.00% -201.0 -0.5% $9.51 -0.1%
1148 DEO DIAGEO PLC Consumer Defensive 4,754.0 $354K 0.00% -1K -22.0% $74.45 +15.5%
1149 WTBA WEST BANCORPORATION INC Financial Services 14,867.0 $354K 0.00% -97.0 -0.7% $23.79 -0.6%
1150 INSM INSMED INC Healthcare 2,161.0 $353K 0.00% +264.0 +13.9% $163.53 -33.0%
1151 NFRA FLEXSHARES TR 5,515.0 $353K 0.00% $63.95 +3.3%
1152 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,395.0 $351K 0.00% +419.0 +8.4% $65.11 +13.5%
1153 VRRM VERRA MOBILITY CORP Technology 24,526.0 $350K 0.00% -1K -4.9% $14.29 -7.1%
1154 HE HAWAIIAN ELEC INDS INC MTN B Utilities 23,571.0 $350K 0.00% $14.84 -7.7%
1155 COHEN & STEERS LTD DURATION 17,483.0 $349K 0.00% -3K -12.6% $19.97
1156 WDS WOODSIDE ENERGY GROUP LTD Energy 14,592.0 $348K 0.00% +1K +11.2% $23.88 -4.7%
1157 RGLD ROYAL GOLD INC Basic Materials 1,368.0 $348K 0.00% -35.0 -2.5% $254.49 -12.3%
1158 MAN MANPOWERGROUP INC WIS Industrials 11,816.0 $348K 0.00% NEW $29.46 -2.3%
1159 ALLO ALLOGENE THERAPEUTICS INC Healthcare 142,649.0 $348K 0.00% +104K +267.2% $2.44 -19.7%
1160 MOOG INC 1,186.0 $347K 0.00% -287.0 -19.5% $292.56
Page 58 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%