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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 69 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 BLV VANGUARD BD INDEX FDS 3,597.0 $247K 0.00% $68.78 -2.0%
1362 MTG MGIC INVT CORP WIS Financial Services 9,417.0 $247K 0.00% -4K -30.4% $26.25 -0.7%
1363 IGR CBRE GBL REAL ESTATE INC FD Financial Services 56,184.0 $247K 0.00% -12K -18.0% $4.39 +6.8%
1364 LNC LINCOLN NATL CORP IND Financial Services 6,904.0 $245K 0.00% -1K -15.0% $35.50 -3.3%
1365 DRH DIAMONDROCK HOSPITALITY CO Real Estate 25,887.0 $245K 0.00% +5K +22.5% $9.46 +11.1%
1366 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4,189.0 $244K 0.00% -106.0 -2.5% $58.24 -5.3%
1367 AVB AVALONBAY CMNTYS INC Real Estate 1,463.0 $243K 0.00% -178.0 -10.8% $166.00 +12.5%
1368 FNDX SCHWAB STRATEGIC TR 8,714.0 $243K 0.00% -1K -12.9% $27.85 +9.6%
1369 MLN VANECK ETF TRUST 13,900.0 $242K 0.00% $17.44 -0.8%
1370 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,903.0 $242K 0.00% -183.0 -4.5% $61.96 +2.0%
1371 IYE ISHARES TR 3,726.0 $241K 0.00% NEW $64.77 -2.3%
1372 URTH ISHARES INC 1,335.0 $240K 0.00% -35.0 -2.5% $180.04 +11.9%
1373 AA ALCOA CORP Basic Materials 3,611.0 $240K 0.00% -1K -27.1% $66.33 -3.3%
1374 WSFS WSFS FINL CORP Financial Services 3,653.0 $239K 0.00% NEW $65.46 +8.1%
1375 SITM SITIME CORP Technology 691.0 $239K 0.00% -154.0 -18.2% $345.35 +100.9%
1376 REMX VANECK ETF TRUST 2,708.0 $238K 0.00% NEW $88.00 +8.2%
1377 FBP FIRST BANCORP CORPORATION Financial Services 11,150.0 $238K 0.00% +120.0 +1.1% $21.36 +10.3%
1378 ICLN ISHARES TR 12,968.0 $237K 0.00% +2K +13.7% $18.29 +17.7%
1379 PAA PLAINS ALL AMERN PIPELINE L Energy 10,594.0 $237K 0.00% NEW $22.33 +5.8%
1380 FXL FIRST TR EXCHANGE-TRADED FD 1,488.0 $236K 0.00% $158.87 +22.8%
Page 69 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%