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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 63 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 GGG GRACO INC Industrials 3,619.0 $306K 0.00% NEW $84.65 -11.0%
1242 FELC FIDELITY COVINGTON TRUST 8,399.0 $305K 0.00% -2K -17.2% $36.27 +14.6%
1243 GTLS CHART INDS INC Industrials 1,473.0 $305K 0.00% -551.0 -27.2% $206.75 +0.7%
1244 OVV OVINTIV INC Energy 5,116.0 $304K 0.00% NEW $59.36 -0.8%
1245 UNF UNIFIRST CORP MASS Industrials 1,207.0 $304K 0.00% NEW $251.59 +5.1%
1246 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,526.0 $304K 0.00% +291.0 +6.9% $67.07 +25.0%
1247 VHT VANGUARD WORLD FD 1,112.0 $303K 0.00% -376.0 -25.3% $272.38 +1.5%
1248 COLB COLUMBIA BKG SYS INC Financial Services 10,996.0 $302K 0.00% +2K +17.1% $27.43 +8.0%
1249 CDW CDW CORP Technology 2,475.0 $300K 0.00% -26.0 -1.0% $121.03 -11.7%
1250 ZS ZSCALER INC Technology 2,132.0 $299K 0.00% -880.0 -29.2% $140.29 +24.3%
1251 UPRO PROSHARES TR 3,084.0 $299K 0.00% -651.0 -17.4% $96.98 +46.0%
1252 JCPB J P MORGAN EXCHANGE TRADED F 6,352.0 $299K 0.00% $47.08 -1.0%
1253 NE NOBLE CORP PLC Energy 6,093.0 $299K 0.00% NEW $49.07 +6.7%
1254 HAYW HAYWARD HLDGS INC Industrials 22,266.0 $298K 0.00% -4K -14.1% $13.38 +2.2%
1255 XME SPDR SERIES TRUST 2,756.0 $298K 0.00% NEW $108.02 +6.8%
1256 YOU CLEAR SECURE INC Technology 6,139.0 $297K 0.00% -3K -32.8% $48.41 +28.1%
1257 PRGS PROGRESS SOFTWARE CORP Technology 11,579.0 $297K 0.00% +2K +16.6% $25.65 +13.9%
1258 RRX REGAL REXNORD CORPORATION Industrials 1,582.0 $297K 0.00% NEW $187.73 +4.0%
1259 RY ROYAL BK CDA Financial Services 1,832.0 $296K 0.00% +85.0 +4.9% $161.67 +15.8%
1260 SMMV ISHARES TR 6,790.0 $296K 0.00% $43.62 +2.2%
Page 63 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%