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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 73 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 HMN HORACE MANN EDUCATORS CORP N Financial Services 5,009.0 $214K 0.00% -79.0 -1.6% $42.68 +7.1%
1442 FAF FIRST AMERN FINL CORP Financial Services 3,541.0 $213K 0.00% -1K -26.8% $60.29 +13.8%
1443 TDTT FLEXSHARES TR 8,800.0 $213K 0.00% $24.24 -0.0%
1444 KNSL KINSALE CAP GROUP INC Financial Services 624.0 $213K 0.00% -47.0 -7.0% $341.67 -4.9%
1445 WF WOORI FINL GROUP INC Financial Services 3,127.0 $213K 0.00% NEW $68.14 -9.2%
1446 IDA IDACORP INC Utilities 1,488.0 $213K 0.00% NEW $142.97 -1.6%
1447 REZ ISHARES TR 2,555.0 $213K 0.00% $83.22 +9.5%
1448 DVA DAVITA INC Healthcare 1,383.0 $213K 0.00% NEW $153.69 +29.8%
1449 ASH ASHLAND INC Basic Materials 3,799.0 $211K 0.00% -733.0 -16.2% $55.61 -1.7%
1450 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,203.0 $211K 0.00% -172.0 -5.1% $65.94 +8.4%
1451 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,816.0 $211K 0.00% -861.0 -23.4% $74.89 +13.3%
1452 WAFD WAFD INC Financial Services 6,714.0 $211K 0.00% +77.0 +1.2% $31.40 +11.7%
1453 ALAB ASTERA LABS INC Technology 1,910.0 $209K 0.00% -76.0 -3.8% $109.60 +122.9%
1454 BLACKROCK INCOME TR INC 19,783.0 $209K 0.00% $10.57
1455 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,204.0 $209K 0.00% -108.0 -4.7% $94.75 +18.4%
1456 EQH EQUITABLE HLDGS INC Financial Services 5,627.0 $209K 0.00% -397.0 -6.6% $37.11 +15.3%
1457 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,462.0 $208K 0.00% -107.0 -4.2% $84.64 -12.6%
1458 KGS KODIAK GAS SVCS INC Energy 3,571.0 $208K 0.00% NEW $58.32 +29.9%
1459 ENVA ENOVA INTL INC Financial Services 1,532.0 $208K 0.00% $135.83 +21.7%
1460 IBDT ISHARES TR 8,208.0 $208K 0.00% NEW $25.33 -0.5%
Page 73 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%