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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 74 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 TTEK TETRA TECH INC NEW Industrials 6,896.0 $208K 0.00% +162.0 +2.4% $30.12 -9.5%
1462 MRNA MODERNA INC Healthcare 4,082.0 $207K 0.00% NEW $50.80 -5.3%
1463 AXS AXIS CAP HLDGS LTD Financial Services 2,035.0 $207K 0.00% +80.0 +4.1% $101.87 -1.8%
1464 SOFI SOFI TECHNOLOGIES INC Financial Services 13,032.0 $207K 0.00% -9K -41.9% $15.88 -1.1%
1465 LXP INDUSTRIAL TRUST 4,405.0 $207K 0.00% -258.0 -5.5% $46.96
1466 ANGLOGOLD ASHANTI PLC 2,124.0 $207K 0.00% NEW $97.36
1467 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,228.0 $206K 0.00% NEW $48.78 -6.8%
1468 DFAI DIMENSIONAL ETF TRUST 5,289.0 $206K 0.00% NEW $38.96 +4.9%
1469 SWX SOUTHWEST GAS HLDGS INC Utilities 2,370.0 $206K 0.00% -416.0 -14.9% $86.90 +2.3%
1470 BCTK BARON ETF TR 8,828.0 $206K 0.00% $23.33 +22.0%
1471 CALM CAL MAINE FOODS INC Consumer Defensive 2,599.0 $206K 0.00% +48.0 +1.9% $79.16 -0.7%
1472 NYT NEW YORK TIMES CO MTN BE Communication Services 2,457.0 $206K 0.00% -549.0 -18.3% $83.73 -8.4%
1473 NWSA NEWS CORP NEW Communication Services 8,191.0 $206K 0.00% NEW $25.11 +4.6%
1474 STK COLUMBIA SELIGM PREM TECH GR Financial Services 5,419.0 $206K 0.00% NEW $37.93 +28.2%
1475 DNP DNP SELECT INCOME FD INC Financial Services 19,823.0 $205K 0.00% +815.0 +4.3% $10.36 +3.3%
1476 BOH BANK HAWAII CORP Financial Services 2,764.0 $205K 0.00% NEW $74.25 +3.0%
1477 NXTG FIRST TR EXCHANGE-TRADED FD 1,832.0 $205K 0.00% NEW $111.92 +27.0%
1478 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 4,340.0 $205K 0.00% -39.0 -0.9% $47.14 -16.7%
1479 EMBJ EMBRAER S.A. Industrials 3,402.0 $203K 0.00% NEW $59.78 -5.7%
1480 COLD AMERICOLD REALTY TRUST INC Real Estate 17,005.0 $203K 0.00% NEW $11.95 +21.3%
Page 74 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%