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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 77 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 RDW REDWIRE CORPORATION Industrials 17,131.0 $146K 0.00% NEW $8.50 +59.9%
1522 FTF FRANKLIN LTD DURATION INCOME Financial Services 24,932.0 $145K 0.00% +1K +5.1% $5.83 +0.3%
1523 RUN SUNRUN INC Energy 10,372.0 $141K 0.00% -319.0 -3.0% $13.56 -4.0%
1524 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 13,092.0 $140K 0.00% +2K +20.3% $10.69 +1.3%
1525 SUZ SUZANO S A Basic Materials 13,416.0 $134K 0.00% +1K +10.2% $10.01 -17.7%
1526 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 11,417.0 $133K 0.00% -30K -72.2% $11.65 -1.5%
1527 KSS KOHLS CORP Consumer Cyclical 10,141.0 $132K 0.00% $13.02 -10.8%
1528 STTK SHATTUCK LABS INC Healthcare 27,251.0 $130K 0.00% $4.78 +27.1%
1529 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 13,539.0 $129K 0.00% -225.0 -1.6% $9.52 -6.7%
1530 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 201,000.0 $127K 0.00% $0.63 +8.8%
1531 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 23,598.0 $126K 0.00% +7K +40.9% $5.32 -3.1%
1532 PATH UIPATH INC Technology 11,288.0 $125K 0.00% -4K -26.2% $11.10 -7.8%
1533 EDD MORGAN STANLEY EMERGING MKTS Financial Services 24,237.0 $125K 0.00% +11K +81.5% $5.15 +3.6%
1534 RIG TRANSOCEAN LTD Energy 17,922.0 $119K 0.00% -2K -8.7% $6.63 +14.5%
1535 FSM FORTUNA MNG CORP Basic Materials 11,874.0 $118K 0.00% +186.0 +1.6% $9.93 -7.6%
1536 ACHR ARCHER AVIATION INC Industrials 21,265.0 $110K 0.00% +463.0 +2.2% $5.17 +13.1%
1537 MARA MARA HOLDINGS INC Financial Services 13,294.0 $108K 0.00% NEW $8.16 +56.4%
1538 FORTRESS BIOTECH INC 36,250.0 $101K 0.00% $2.79
1539 OWL BLUE OWL CAPITAL INC Financial Services 11,040.0 $101K 0.00% NEW $9.13 +2.7%
1540 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 11,483.0 $99K 0.00% $8.62 +7.8%
Page 77 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%