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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 81 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 STXS STEREOTAXIS INC Healthcare 13,480.0 $25K $1.84 -3.3%
1602 GREENBRIER COS INC 21,000.0 $25K $1.17
1603 PG&E CORP 23,000.0 $24K $1.05
1604 CERS CERUS CORP Healthcare 10,996.0 $20K NEW $1.82 +33.5%
1605 PPL CAP FDG INC 17,000.0 $20K $1.17
1606 OABI OMNIAB INC Healthcare 12,178.0 $19K +2K +16.5% $1.57 +38.9%
1607 HF FOODS GROUP INC 10,000.0 $18K -552.0 -5.2% $1.85
1608 REPLIGEN CORP 18,000.0 $18K $0.97
1609 CMS ENERGY CORP 11,000.0 $13K NEW $1.14
1610 SPLASH BEVERAGE GROUP INC 34,027.0 $12K $0.36
1611 SHIFT4 PMTS INC 13,000.0 $12K $0.94
1612 LANTHEUS HLDGS INC 10,000.0 $12K $1.21
1613 TOMZ TOMI ENVIRONMENTAL SOLUTIONS Industrials 19,046.0 $11K $0.55 +29.6%
Page 81 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%