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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 60 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PIPR PIPER SANDLER COMPANIES Financial Services 4,359.0 $334K 0.00% NEW $76.55 +4.6%
1182 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,558.0 $332K 0.00% NEW $93.34 +2.5%
1183 QBTS D-WAVE QUANTUM INC Technology 23,003.0 $332K 0.00% $14.43 +33.7%
1184 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 26,020.0 $332K 0.00% -3K -9.5% $12.75 -0.9%
1185 SMLF ISHARES TR 4,394.0 $332K 0.00% -136.0 -3.0% $75.50 +10.2%
1186 MC MOELIS & CO Financial Services 5,819.0 $332K 0.00% +247.0 +4.4% $57.00 +15.2%
1187 RRC RANGE RES CORP Energy 7,317.0 $331K 0.00% $45.18 -6.9%
1188 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 6,022.0 $330K 0.00% +915.0 +17.9% $54.75 +10.6%
1189 MP MP MATERIALS CORP Basic Materials 6,819.0 $329K 0.00% +1K +25.0% $48.26 +27.9%
1190 VRTS VIRTUS INVT PARTNERS INC Financial Services 2,441.0 $328K 0.00% +241.0 +10.9% $134.35 +2.7%
1191 STE STERIS PLC Healthcare 1,483.0 $328K 0.00% -780.0 -34.5% $221.09 -2.3%
1192 EAGG ISHARES TR 6,890.0 $328K 0.00% +2K +40.1% $47.55 -1.0%
1193 NPO ENPRO INC Industrials 1,304.0 $327K 0.00% -71.0 -5.2% $250.65 +20.8%
1194 SKYX SKYX PLATFORMS CORP Industrials 291,711.0 $327K 0.00% +2K +0.8% $1.12 +2.7%
1195 RLJ RLJ LODGING TR Real Estate 43,060.0 $326K 0.00% -667.0 -1.5% $7.58 +25.2%
1196 FTCA PUTNAM ETF TRUST 44,751.0 $326K 0.00% -8K -15.3% $7.28 -0.1%
1197 CLX CLOROX CO DEL Consumer Defensive 3,140.0 $325K 0.00% NEW $103.64 -8.2%
1198 ASCENDIS PHARMA A/S 1,421.0 $325K 0.00% $228.73
1199 PTCT PTC THERAPEUTICS INC Healthcare 4,767.0 $325K 0.00% +583.0 +13.9% $68.13 +4.2%
1200 MKC MCCORMICK & CO INC Consumer Defensive 6,436.0 $325K 0.00% +1K +23.9% $50.44 -6.9%
Page 60 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%