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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 78 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 31,499.0 $97K 0.00% -492.0 -1.5% $3.07 -6.7%
1542 OGN ORGANON & CO Healthcare 15,979.0 $96K 0.00% NEW $5.99 +124.0%
1543 UMC UNITED MICROELECTRONICS CORP Technology 10,307.0 $93K 0.00% -181.0 -1.7% $8.98 +99.2%
1544 FRMI FERMI INC Utilities 15,150.0 $88K 0.00% +3K +24.7% $5.84 +8.2%
1545 JOBY JOBY AVIATION INC Industrials 10,507.0 $87K 0.00% +374.0 +3.7% $8.26 +21.4%
1546 MBC MASTERBRAND INC Consumer Cyclical 10,332.0 $86K 0.00% NEW $8.31 -19.1%
1547 OSS ONE STOP SYS INC Technology 11,306.0 $86K 0.00% NEW $7.57 +104.2%
1548 QS QUANTUMSCAPE CORP Consumer Cyclical 13,283.0 $85K 0.00% -9K -39.4% $6.38 +15.4%
1549 ICL ICL GROUP LTD Basic Materials 16,028.0 $83K 0.00% -536.0 -3.2% $5.16 +23.7%
1550 GOSS GOSSAMER BIO INC Healthcare 250,111.0 $82K 0.00% +175K +233.0% $0.33 -38.9%
1551 TMQ TRILOGY METALS INC NEW Basic Materials 22,500.0 $81K 0.00% $3.59 +6.3%
1552 RWT REDWOOD TRUST INC Real Estate 14,211.0 $80K 0.00% +318.0 +2.3% $5.61 -6.4%
1553 NIO NIO INC Consumer Cyclical 13,181.0 $79K 0.00% $6.03 -4.7%
1554 CFFN CAPITOL FED FINL INC Financial Services 10,751.0 $77K 0.00% -233.0 -2.1% $7.13 +6.5%
1555 QUBT QUANTUM COMPUTING INC Technology 10,998.0 $75K 0.00% +147.0 +1.4% $6.85 +38.8%
1556 EARN ELLINGTON CREDIT COMPANY Financial Services 16,402.0 $73K 0.00% -187.0 -1.1% $4.43 +6.4%
1557 ENVX ENOVIX CORPORATION Industrials 13,943.0 $72K 0.00% +217.0 +1.6% $5.18 +7.0%
1558 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 10,289.0 $70K 0.00% NEW $6.83 -3.1%
1559 HIX WESTERN ASSET HIGH INCOM FD Financial Services 17,444.0 $69K 0.00% -5K -22.2% $3.98 -1.0%
1560 MIN MFS INTER INCOME TR Financial Services 27,015.0 $68K 0.00% $2.51 -3.4%
Page 78 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%