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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 72 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 IT GARTNER INC Technology 1,396.0 $221K 0.00% -379.0 -21.4% $158.34 -5.2%
1422 TXT TEXTRON INC Industrials 2,520.0 $221K 0.00% -761.0 -23.2% $87.59 +1.0%
1423 HP HELMERICH & PAYNE INC Energy 6,117.0 $220K 0.00% NEW $36.03 +15.1%
1424 CRC CALIFORNIA RES CORP Energy 3,182.0 $220K 0.00% NEW $69.22 -8.3%
1425 GPN GLOBAL PMTS INC Industrials 3,272.0 $220K 0.00% +311.0 +10.5% $67.29 +0.5%
1426 CGW INVESCO EXCH TRADED FD TR II 3,443.0 $220K 0.00% -83.0 -2.4% $63.94 -3.8%
1427 KRYS KRYSTAL BIOTECH INC Healthcare 852.0 $220K 0.00% NEW $258.32 +15.0%
1428 HIW HIGHWOODS PPTYS INC Real Estate 10,242.0 $219K 0.00% -3K -22.5% $21.41 +17.6%
1429 PBR PETROLEO BRASILEIRO S A Energy 10,559.0 $219K 0.00% -818.0 -7.2% $20.75 -0.6%
1430 CNXC CONCENTRIX CORP Technology 7,956.0 $218K 0.00% +2K +23.9% $27.36 -12.3%
1431 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 4,126.0 $218K 0.00% NEW $52.75 -7.2%
1432 LEA LEAR CORP Consumer Cyclical 1,788.0 $216K 0.00% -488.0 -21.4% $121.08 +7.3%
1433 IBDR ISHARES TR 8,923.0 $216K 0.00% NEW $24.24 -0.1%
1434 IBDS ISHARES TR 8,907.0 $216K 0.00% NEW $24.24 -0.2%
1435 POST POST HLDGS INC Consumer Defensive 2,181.0 $216K 0.00% -311.0 -12.5% $98.84 -1.2%
1436 NUVEEN CR STRATEGIES INCOME 43,641.0 $215K 0.00% -23K -34.1% $4.93
1437 IVOV VANGUARD ADMIRAL FDS INC 2,104.0 $215K 0.00% NEW $101.95 +4.3%
1438 FLGB FRANKLIN TEMPLETON ETF TR 6,170.0 $214K 0.00% -3K -33.9% $34.76 +2.3%
1439 GKOS GLAUKOS CORP Healthcare 1,991.0 $214K 0.00% +177.0 +9.8% $107.66 +31.7%
1440 BMO BANK MONTREAL MEDIUM Financial Services 1,580.0 $214K 0.00% -214.0 -11.9% $135.34 +14.6%
Page 72 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%