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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 65 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 FIXD FIRST TR EXCHNG TRADED FD VI 6,541.0 $285K 0.00% $43.59 -0.8%
1282 DVYE ISHARES INC 8,289.0 $285K 0.00% +1K +18.2% $34.38 -0.3%
1283 HCC WARRIOR MET COAL INC Energy 3,057.0 $285K 0.00% -168.0 -5.2% $93.15 -8.3%
1284 PARR PAR PAC HOLDINGS INC Energy 4,541.0 $284K 0.00% NEW $62.64 -7.7%
1285 CNR CORE NATURAL RESOURCES INC Energy 2,710.0 $284K 0.00% +157.0 +6.2% $104.73 -19.8%
1286 SNX TD SYNNEX CORPORATION Technology 1,677.0 $283K 0.00% -82.0 -4.7% $168.75 +36.7%
1287 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,964.0 $283K 0.00% NEW $95.40 +20.4%
1288 ALLY ALLY FINL INC Financial Services 7,193.0 $282K 0.00% -2K -20.2% $39.23 +9.0%
1289 IYR ISHARES TR 2,984.0 $282K 0.00% +231.0 +8.4% $94.55 +8.5%
1290 PRVA PRIVIA HEALTH GROUP INC Healthcare 13,656.0 $281K 0.00% +260.0 +1.9% $20.57 +12.7%
1291 SIZE ISHARES TR 1,759.0 $280K 0.00% $159.46 +8.0%
1292 STM STMICROELECTRONICS N V Technology 8,104.0 $280K 0.00% NEW $34.55 +77.2%
1293 FFEB FIRST TR EXCHNG TRADED FD VI 5,000.0 $279K 0.00% NEW $55.85 +8.3%
1294 SPTS SPDR SERIES TRUST 9,539.0 $278K 0.00% +819.0 +9.4% $29.18 -0.6%
1295 JBI JANUS INTERNATIONAL GROUP IN Industrials 54,036.0 $278K 0.00% -1K -2.4% $5.15 -0.4%
1296 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 17,363.0 $278K 0.00% -29K -62.2% $16.02 -1.0%
1297 SPYG SPDR SERIES TRUST 2,836.0 $278K 0.00% +29.0 +1.0% $97.92 +20.8%
1298 BLD TOPBUILD COR Industrials 786.0 $276K 0.00% -128.0 -14.0% $351.30 +17.0%
1299 MKSI MKS INC. Technology 1,199.0 $276K 0.00% -249.0 -17.2% $229.89 +36.2%
1300 KMPR KEMPER CORP Financial Services 9,007.0 $275K 0.00% +340.0 +3.9% $30.56 -2.9%
Page 65 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%