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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 59 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 TTD THE TRADE DESK INC Technology 14,188.0 $347K 0.00% +6K +77.7% $24.44 -14.0%
1162 NVT NVENT ELEC PLC Industrials 2,918.0 $345K 0.00% NEW $118.26 +38.3%
1163 PFS PROVIDENT FINL SVCS INC Financial Services 16,296.0 $345K 0.00% +2K +12.1% $21.16 +4.7%
1164 PPA INVESCO EXCHANGE TRADED FD T 2,079.0 $344K 0.00% -54.0 -2.5% $165.68 +1.4%
1165 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,353.0 $344K 0.00% $146.36 +5.6%
1166 MTZ MASTEC INC Industrials 1,069.0 $344K 0.00% NEW $321.77 +20.8%
1167 BWX SPDR SERIES TRUST 15,663.0 $344K 0.00% -3K -17.7% $21.95 -0.0%
1168 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 9,381.0 $341K 0.00% +365.0 +4.0% $36.39 +2.0%
1169 RIVIAN AUTOMOTIVE INC 350,000.0 $341K 0.00% +25K +7.7% $0.97
1170 FIVN FIVE9 INC Technology 22,477.0 $341K 0.00% +8K +59.0% $15.17 +44.0%
1171 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,624.0 $341K 0.00% +142.0 +3.2% $73.70 +1.1%
1172 RACE FERRARI N V Consumer Cyclical 1,007.0 $341K 0.00% -2K -65.3% $338.40 +1.0%
1173 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 26,897.0 $340K 0.00% -5K -14.6% $12.65 +2.7%
1174 BOE BLACKROCK ENHANCED GLOBAL Financial Services 30,964.0 $339K 0.00% +3K +11.2% $10.96 +8.2%
1175 CIBR FIRST TR EXCHANGE-TRADED FD 5,407.0 $339K 0.00% +217.0 +4.2% $62.68 +31.1%
1176 CRSP CRISPR THERAPEUTICS AG Healthcare 7,114.0 $338K 0.00% -975.0 -12.1% $47.57 +4.9%
1177 CWI SPDR INDEX SHS FDS 9,195.0 $336K 0.00% $36.59 +9.8%
1178 APA APA CORPORATION Energy 7,904.0 $335K 0.00% NEW $42.44 -9.7%
1179 EVEREST GROUP LTD 1,024.0 $335K 0.00% +94.0 +10.1% $326.85
1180 EFT EATON VANCE FLOATING RATE IN Financial Services 31,142.0 $334K 0.00% $10.73 +1.3%
Page 59 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%