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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 70 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 NNN NNN REIT INC Real Estate 5,624.0 $236K 0.00% -452.0 -7.4% $42.03 +7.2%
1382 COPX GLOBAL X FDS 3,090.0 $236K 0.00% NEW $76.34 +7.3%
1383 PD PAGERDUTY INC Technology 37,935.0 $236K 0.00% +14K +58.4% $6.21 +10.5%
1384 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,234.0 $235K 0.00% NEW $105.40 -5.0%
1385 QMAR FIRST TR EXCHNG TRADED FD VI 7,000.0 $235K 0.00% NEW $33.62 +9.8%
1386 PERIMETER SOLUTIONS INC 9,637.0 $235K 0.00% -472.0 -4.7% $24.42
1387 PAYC PAYCOM SOFTWARE INC Technology 1,931.0 $235K 0.00% -196.0 -9.2% $121.54 +10.0%
1388 INDA ISHARES TR 5,009.0 $234K 0.00% -2K -27.1% $46.81 +1.9%
1389 PCOR PROCORE TECHNOLOGIES INC Technology 4,094.0 $233K 0.00% -532.0 -11.5% $57.00 -19.9%
1390 NML NEUBERGER ENGY INFRSTR & INC Financial Services 22,147.0 $233K 0.00% +4K +21.0% $10.51 -1.0%
1391 EWZ ISHARES INC 6,055.0 $232K 0.00% NEW $38.39 -4.2%
1392 IDV ISHARES TR 5,457.0 $232K 0.00% -965.0 -15.0% $42.56 +6.0%
1393 MGA MAGNA INTL INC Consumer Cyclical 4,156.0 $232K 0.00% -619.0 -13.0% $55.75 +11.0%
1394 RTO RENTOKIL INITIAL PLC Industrials 7,344.0 $231K 0.00% NEW $31.48 -0.2%
1395 MPLX MPLX LP Energy 4,049.0 $231K 0.00% +208.0 +5.4% $57.08 -2.4%
1396 BCPC BALCHEM CORP Basic Materials 1,360.0 $230K 0.00% -36.0 -2.6% $169.48 -6.0%
1397 LPX LOUISIANA PAC CORP Basic Materials 3,164.0 $230K 0.00% -327.0 -9.4% $72.75 -6.1%
1398 CMC COMMERCIAL METALS CO Basic Materials 3,746.0 $230K 0.00% -605.0 -13.9% $61.43 +14.7%
1399 EPP ISHARES INC 4,328.0 $230K 0.00% $53.14 +3.6%
1400 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,675.0 $230K 0.00% -310.0 -15.6% $137.13 -3.2%
Page 70 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%