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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $9.1B AUM 1,690 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 194 New 626 Added 674 Reduced 117 Exited
Page 11 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ING ING GROEP N.V. Financial Services 47,535.0 $1.5M 0.02% +2K +3.8% $31.38 +13.4%
202 LITE LUMENTUM HLDGS INC Technology 1,737.0 $1.5M 0.02% +1K +214.1% $857.98 +9.4%
203 NEBIUS GROUP N.V. 5,382.0 $1.5M 0.02% +195.0 +3.8% $276.18
204 ET ENERGY TRANSFER L P Energy 77,464.0 $1.5M 0.02% +12K +18.8% $19.12 +12.1%
205 BAP CREDICORP LTD Financial Services 3,801.0 $1.5M 0.02% +152.0 +4.2% $389.58 -1.8%
206 PLXS PLEXUS CORP Technology 4,889.0 $1.5M 0.02% +79.0 +1.6% $300.67 -18.7%
207 SYY SYSCO CORP Consumer Defensive 17,580.0 $1.5M 0.02% +172.0 +1.0% $83.58 -0.4%
208 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 16,879.0 $1.5M 0.02% +1K +9.7% $86.09 +17.8%
209 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,729.0 $1.4M 0.02% +40.0 +0.7% $249.96 -6.6%
210 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,608.0 $1.4M 0.02% +2K +41.4% $216.59 -7.9%
211 OKE ONEOK INC NEW Energy 16,377.0 $1.4M 0.02% +2K +17.4% $86.94 +9.2%
212 USFR WISDOMTREE TR 28,007.0 $1.4M 0.01% +12K +71.7% $50.35 -0.0%
213 NXPI NXP SEMICONDUCTORS N V Technology 5,009.0 $1.4M 0.01% +424.0 +9.2% $281.06 -20.6%
214 SCMB SCHWAB STRATEGIC TR 54,135.0 $1.4M 0.01% +4K +8.2% $25.82 -2.2%
215 LYG LLOYDS BANKING GROUP PLC Financial Services 238,666.0 $1.4M 0.01% +5K +2.3% $5.83 +3.6%
216 CBRE CBRE GROUP INC Real Estate 10,225.0 $1.4M 0.01% +216.0 +2.2% $134.69 +11.6%
217 DISV DIMENSIONAL ETF TRUST 34,251.0 $1.4M 0.01% +8K +31.0% $40.13 +11.2%
218 AEIS ADVANCED ENERGY INDS Industrials 3,671.0 $1.4M 0.01% +2K +98.3% $372.88 -24.1%
219 FIS FIDELITY NATL INFORMATION SV Technology 34,990.0 $1.4M 0.01% +13K +62.1% $38.88 +4.5%
220 BCS BARCLAYS PLC Financial Services 50,647.0 $1.4M 0.01% +2K +3.4% $26.86 +1.0%
Page 11 of 32  ·  626 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 31.3%
Financial Services 21.0%
Industrials 10.3%
Consumer Cyclical 9.2%
Healthcare 8.6%
Communication Services 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Utilities 2.3%
Basic Materials 1.9%