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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 61 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 ETG EATON VANCE TX ADV GLBL DIV Financial Services 16,125.0 $324K 0.00% $20.12 +12.8%
1202 FLJP FRANKLIN TEMPLETON ETF TR 8,967.0 $324K 0.00% +87.0 +1.0% $36.18 +8.1%
1203 HST HOST HOTELS & RESORTS INC Real Estate 16,676.0 $324K 0.00% -4K -20.5% $19.40 +15.5%
1204 ASGN ASGN INC Technology 8,354.0 $323K 0.00% +638.0 +8.3% $38.71 -50.7%
1205 SPXC SPX TECHNOLOGIES INC Industrials 1,617.0 $323K 0.00% -81.0 -4.8% $199.91 +2.8%
1206 SPHQ INVESCO EXCHANGE TRADED FD T 4,289.0 $323K 0.00% +636.0 +17.4% $75.19 +11.3%
1207 KN KNOWLES CORP Technology 12,544.0 $322K 0.00% -644.0 -4.9% $25.68 +37.2%
1208 ARCC ARES CAPITAL CORP Financial Services 17,779.0 $320K 0.00% -2K -10.5% $18.02 +4.0%
1209 GATX GATX CORP Industrials 1,875.0 $320K 0.00% +179.0 +10.6% $170.74 +1.3%
1210 WKC WORLD KINECT CORPORATION Energy 13,749.0 $320K 0.00% -210.0 -1.5% $23.27 +25.0%
1211 OC OWENS CORNING NEW Industrials 2,925.0 $319K 0.00% +744.0 +34.1% $109.17 +6.3%
1212 TGTX TG THERAPEUTICS INC Healthcare 9,610.0 $319K 0.00% +2K +21.1% $33.22 +19.7%
1213 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 15,044.0 $319K 0.00% -937.0 -5.9% $21.18 +2.6%
1214 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,779.0 $318K 0.00% -880.0 -33.1% $178.97 -8.2%
1215 DFGR DIMENSIONAL ETF TRUST 11,947.0 $318K 0.00% NEW $26.58 +9.2%
1216 BTZ BLACKROCK CR ALLOCATION Financial Services 31,440.0 $318K 0.00% $10.10 -0.8%
1217 MTCH MATCH GROUP INC NEW Communication Services 10,333.0 $317K 0.00% NEW $30.71 +16.1%
1218 MYRG MYR GROUP INC Industrials 1,123.0 $317K 0.00% $282.32 +55.5%
1219 PDM PIEDMONT REALTY TRUST INC Real Estate 48,201.0 $317K 0.00% -350.0 -0.7% $6.57 +23.0%
1220 IGV ISHARES TR 3,951.0 $316K 0.00% +1K +37.9% $80.05 +15.5%
Page 61 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%