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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 8 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIN LINDE PLC Basic Materials 17,230.0 $7.4M 0.09% NEW $428.36 +18.0%
142 CRM SALESFORCE INC Technology 27,733.0 $7.4M 0.09% NEW $265.92 -34.7%
143 DIA SPDR DOW JONES INDL AVERAGE Financial Services 15,129.0 $7.3M 0.09% NEW $483.59 +1.9%
144 ETN EATON CORP PLC Industrials 22,654.0 $7.3M 0.09% NEW $320.85 +16.3%
145 CMI CUMMINS INC Industrials 14,023.0 $7.2M 0.09% NEW $513.60 +28.8%
146 SSD SIMPSON MFG INC Industrials 43,503.0 $7.2M 0.09% NEW $164.89 +6.7%
147 BLK BLACKROCK INC Financial Services 6,584.0 $7.1M 0.09% NEW $1083.40 -4.8%
148 MCK MCKESSON CORP Healthcare 8,597.0 $7.1M 0.09% NEW $828.13 -8.7%
149 ISRG INTUITIVE SURGICAL INC Healthcare 12,301.0 $7.0M 0.09% NEW $572.65 -23.9%
150 SNPE DBX ETF TR 109,105.0 $6.9M 0.09% NEW $62.89 +7.1%
151 SHEL SHELL PLC Energy 92,917.0 $6.9M 0.09% NEW $73.83 +19.9%
152 VZ VERIZON COMMUNICATIONS INC Communication Services 168,040.0 $6.8M 0.09% NEW $40.70 +17.8%
153 BMY BRISTOL-MYERS SQUIBB CO Healthcare 126,084.0 $6.8M 0.09% NEW $54.21 +8.2%
154 UBER UBER TECHNOLOGIES INC Technology 82,797.0 $6.8M 0.09% NEW $82.12 -11.5%
155 VTWO VANGUARD SCOTTSDALE FDS 67,803.0 $6.8M 0.09% NEW $100.25 +10.7%
156 ADI ANALOG DEVICES INC Technology 24,706.0 $6.8M 0.09% NEW $274.82 +45.2%
157 EMXC ISHARES INC 93,299.0 $6.8M 0.09% NEW $72.74 +27.4%
158 MINT PIMCO ETF TR 67,327.0 $6.8M 0.09% NEW $100.66 -0.1%
159 LMT LOCKHEED MARTIN CORP Industrials 13,878.0 $6.8M 0.09% NEW $488.00 +7.1%
160 HWM HOWMET AEROSPACE INC Industrials 32,400.0 $6.7M 0.09% NEW $207.81 +23.3%
Page 8 of 79  ·  1,575 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 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%