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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 71 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 IGLB ISHARES TR 4,621.0 $229K 0.00% NEW $49.63 -1.1%
1402 KBWB INVESCO EXCH TRADED FD TR II 2,897.0 $229K 0.00% -245.0 -7.8% $79.11 +8.1%
1403 RUNN STRATEGIC TRUST 7,111.0 $229K 0.00% NEW $32.21 +0.9%
1404 VLTO VERALTO CORP Industrials 2,590.0 $229K 0.00% -638.0 -19.8% $88.41 -2.6%
1405 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 692.0 $229K 0.00% -30.0 -4.2% $330.68 -5.2%
1406 SKYY FIRST TR EXCHANGE-TRADED FD 2,089.0 $228K 0.00% $109.36 +17.2%
1407 PFFV GLOBAL X FDS 10,438.0 $228K 0.00% $21.83 +2.2%
1408 FPF FIRST TR INTER DURATN PFD & Financial Services 12,922.0 $228K 0.00% +3K +26.2% $17.63 +1.8%
1409 NGVT INGEVITY CORP Basic Materials 3,193.0 $227K 0.00% -2K -34.2% $71.23 -7.3%
1410 KTB KONTOOR BRANDS INC Consumer Cyclical 3,229.0 $227K 0.00% NEW $70.29 -8.6%
1411 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 12,019.0 $225K 0.00% NEW $18.74 +3.2%
1412 AFRM AFFIRM HLDGS INC Technology 4,910.0 $225K 0.00% -677.0 -12.1% $45.82 +45.9%
1413 ALG ALAMO GROUP INC Industrials 1,355.0 $224K 0.00% NEW $164.97 -8.7%
1414 WELLS FARGO & CO 193.0 $223K 0.00% +1.0 +0.5% $1154.73
1415 CTRE CARETRUST REIT INC Real Estate 6,002.0 $222K 0.00% -646.0 -9.7% $37.03 +12.0%
1416 ALGN ALIGN TECHNOLOGY INC Healthcare 1,295.0 $222K 0.00% NEW $171.45 -6.6%
1417 CWEN CLEARWAY ENERGY INC Utilities 5,648.0 $222K 0.00% NEW $39.29 -4.9%
1418 DT DYNATRACE INC Technology 5,994.0 $222K 0.00% -1K -19.6% $36.98 +6.3%
1419 AX AXOS FINANCIAL INC Financial Services 2,604.0 $222K 0.00% +102.0 +4.1% $85.09 +0.5%
1420 RDDT REDDIT INC Communication Services 1,644.0 $221K 0.00% +178.0 +12.1% $134.65 +7.3%
Page 71 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%