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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 9 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMXC ISHARES INC 95,400.0 $7.5M 0.09% +2K +2.2% $78.60 +17.2%
162 SSD SIMPSON MFG INC Industrials 43,443.0 $7.5M 0.09% $171.62 +6.0%
163 HON HONEYWELL INTL INC Industrials 32,920.0 $7.4M 0.09% +2K +7.1% $226.03 -3.9%
164 DUSB DIMENSIONAL ETF TRUST 145,713.0 $7.4M 0.09% NEW $50.71 +0.0%
165 CMI CUMMINS INC Industrials 13,600.0 $7.3M 0.09% -423.0 -3.0% $538.03 +22.6%
166 ADI ANALOG DEVICES INC Technology 22,954.0 $7.3M 0.09% -2K -7.1% $318.14 +30.2%
167 VGT VANGUARD WORLD FD 10,446.0 $7.3M 0.09% -353.0 -3.3% $697.68 -84.0%
168 LRCX LAM RESEARCH CORP Technology 33,551.0 $7.2M 0.09% +230.0 +0.7% $215.66 +28.9%
169 VTWO VANGUARD SCOTTSDALE FDS 71,993.0 $7.2M 0.09% +4K +6.2% $100.17 +10.1%
170 KLAC KLA CORP Technology 4,898.0 $7.2M 0.09% -139.0 -2.8% $1472.28 +19.3%
171 SCHZ SCHWAB STRATEGIC TR 304,873.0 $7.1M 0.09% NEW $23.22 -1.6%
172 MCK MCKESSON CORP Healthcare 8,149.0 $7.1M 0.09% -448.0 -5.2% $866.16 -10.4%
173 HWM HOWMET AEROSPACE INC Industrials 30,589.0 $7.0M 0.09% -2K -5.6% $230.46 +11.5%
174 COF CAPITAL ONE FINL CORP Financial Services 38,594.0 $7.0M 0.09% $182.41 +2.6%
175 ALRS ALERUS FINL CORP Financial Services 293,681.0 $7.0M 0.09% $23.90 +14.1%
176 DIA STATE STR SPDR DOW JONES IND Financial Services 15,117.0 $7.0M 0.09% $464.16 +6.4%
177 AMD ADVANCED MICRO DEVICES INC Technology 34,350.0 $7.0M 0.09% $203.43 +103.5%
178 AMGN AMGEN INC Healthcare 19,788.0 $7.0M 0.09% +509.0 +2.6% $351.85 -6.0%
179 BA BOEING CO Industrials 34,825.0 $6.9M 0.09% +6K +19.6% $198.93 +8.1%
180 MTUM ISHARES TR 28,774.0 $6.9M 0.09% -716.0 -2.4% $240.10 +21.9%
Page 9 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%