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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 75 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 IBDU ISHARES TR 8,721.0 $203K 0.00% NEW $23.26 -0.8%
1482 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,055.0 $202K 0.00% NEW $66.11 +4.0%
1483 CX CEMEX SA EURO MTN BE 144A Basic Materials 17,555.0 $201K 0.00% +613.0 +3.6% $11.44 +9.8%
1484 HIO WESTERN ASSET HIGH INCOME OP Financial Services 55,115.0 $200K 0.00% +9K +19.2% $3.63 -1.1%
1485 FXE INVESCO CURRENCYSHARES EURO Financial Services 1,875.0 $200K 0.00% -353.0 -15.8% $106.69 +0.4%
1486 PSO PEARSON PLC Communication Services 15,175.0 $199K 0.00% -883.0 -5.5% $13.13 +16.5%
1487 BSM BLACK STONE MINERALS L P Energy 13,100.0 $198K 0.00% $15.12 -6.3%
1488 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 16,995.0 $198K 0.00% -1K -5.8% $11.65 +0.9%
1489 GTN GRAY MEDIA INC Communication Services 45,152.0 $196K 0.00% +5K +12.9% $4.34 -3.0%
1490 RGTI RIGETTI COMPUTING INC Technology 13,912.0 $195K 0.00% -1K -8.4% $14.04 +18.4%
1491 AGNC AGNC INVT CORP Real Estate 19,203.0 $195K 0.00% -137.0 -0.7% $10.15 -0.2%
1492 BGR BLACKROCK ENERGY & RES TR Financial Services 11,233.0 $194K 0.00% NEW $17.31 -3.2%
1493 HOPE HOPE BANCORP INC Financial Services 17,107.0 $191K 0.00% +856.0 +5.3% $11.17 +8.5%
1494 MESOBLAST LTD 12,400.0 $191K 0.00% +175.0 +1.4% $15.38
1495 ARLO ARLO TECHNOLOGIES INC Industrials 13,362.0 $190K 0.00% +402.0 +3.1% $14.23 -9.0%
1496 USA LIBERTY ALL STAR EQUITY FD Financial Services 33,246.0 $185K 0.00% +22K +203.1% $5.55 +3.2%
1497 FCF FIRST COMWLTH FINL CORP PA Financial Services 10,474.0 $184K 0.00% +359.0 +3.5% $17.58 +4.3%
1498 STWD STARWOOD PPTY TR INC Real Estate 10,353.0 $183K 0.00% -454.0 -4.2% $17.70 -3.9%
1499 ENERGY TRANSFER L P 15,800.0 $183K 0.00% NEW $11.57
1500 VIRTUS CONVERTIBLE & INC FD 13,576.0 $182K 0.00% -153.0 -1.1% $13.41
Page 75 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%