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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 66 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 VALE VALE S A Basic Materials 17,274.0 $275K 0.00% -415.0 -2.4% $15.91 +2.5%
1302 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,096.0 $275K 0.00% +101.0 +10.2% $250.64 +24.1%
1303 WRB BERKLEY W R CORP Financial Services 4,136.0 $274K 0.00% -750.0 -15.3% $66.27 +2.2%
1304 DHS WISDOMTREE TR 2,505.0 $274K 0.00% $109.22 +2.6%
1305 MOAT VANECK ETF TRUST 2,820.0 $273K 0.00% -799.0 -22.1% $96.68 +3.6%
1306 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,529.0 $272K 0.00% -1K -9.4% $21.68 +49.3%
1307 AVAV AEROVIRONMENT INC Industrials 1,475.0 $270K 0.00% NEW $183.09 -11.4%
1308 RLI RLI CORP Financial Services 4,726.0 $270K 0.00% -630.0 -11.8% $57.04 -7.4%
1309 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,186.0 $270K 0.00% -251.0 -4.6% $51.98 +21.9%
1310 FMBH FIRST MID BANCSHARES INC Financial Services 6,533.0 $269K 0.00% $41.19 +4.9%
1311 SKYW SKYWEST INC Industrials 2,922.0 $268K 0.00% -88.0 -2.9% $91.83 -10.0%
1312 PEGA PEGASYSTEMS INC Technology 6,298.0 $268K 0.00% +2K +53.7% $42.56 -21.5%
1313 BPOP POPULAR INC Financial Services 1,985.0 $268K 0.00% NEW $135.02 +10.1%
1314 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 26,322.0 $268K 0.00% +10K +56.5% $10.17 +1.1%
1315 TS TENARIS S A Energy 4,600.0 $268K 0.00% NEW $58.18 +6.6%
1316 CGMS CAPITAL GRP FIXED INCM ETF T 9,814.0 $267K 0.00% +2K +32.4% $27.23 +0.5%
1317 DLTR DOLLAR TREE INC Consumer Defensive 2,438.0 $267K 0.00% +47.0 +2.0% $109.51 -15.6%
1318 AGX ARGAN INC Industrials 490.0 $267K 0.00% NEW $544.65 +17.4%
1319 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,200.0 $266K 0.00% NEW $37.01 -0.9%
1320 RPRX ROYALTY PHARMA PLC Healthcare 5,555.0 $266K 0.00% NEW $47.97 +10.8%
Page 66 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%