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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 14 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RF REGIONS FINANCIAL CORP NEW Financial Services 33,745.0 $1.0M 0.01% +193.0 +0.6% $30.50 -0.4%
262 EFSC ENTERPRISE FINL SVCS CORP Financial Services 15,570.0 $1.0M 0.01% +526.0 +3.5% $65.88 -4.0%
263 ALAB ASTERA LABS INC Technology 2,120.0 $1.0M 0.01% +210.0 +11.0% $482.99 -38.0%
264 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 7,912.0 $1.0M 0.01% +47.0 +0.6% $128.57 +0.8%
265 NOK NOKIA CORP Technology 76,143.0 $1.0M 0.01% +21K +39.0% $13.28 -19.9%
266 GUNR FLEXSHARES TR 20,365.0 $1.0M 0.01% +304.0 +1.5% $49.28 +14.3%
267 IX ORIX CORP Financial Services 26,330.0 $1.0M 0.01% +472.0 +1.8% $38.04 +1.7%
268 RDN RADIAN GROUP INC Financial Services 26,387.0 $994K 0.01% +268.0 +1.0% $37.67 -2.9%
269 BAR GRANITESHARES GOLD TR Financial Services 25,095.0 $992K 0.01% +4K +20.1% $39.53 +14.8%
270 JBHT HUNT J B TRANS SVCS INC Industrials 3,422.0 $990K 0.01% +89.0 +2.7% $289.41 -9.0%
271 CNC CENTENE CORP DEL Healthcare 15,408.0 $989K 0.01% +4K +30.2% $64.19 +2.9%
272 MAS MASCO CORP Industrials 12,103.0 $985K 0.01% +314.0 +2.7% $81.36 -10.3%
273 VDC VANGUARD WORLD FD 4,351.0 $981K 0.01% +208.0 +5.0% $225.51 +2.0%
274 YETI YETI HLDGS INC Consumer Cyclical 19,686.0 $976K 0.01% +1K +5.8% $49.56 -15.2%
275 GIS GENERAL MILLS INC Consumer Defensive 28,018.0 $975K 0.01% +8K +42.1% $34.80 +16.2%
276 HEICO CORP NEW 3,764.0 $971K 0.01% +38.0 +1.0% $257.88
277 UNM UNUM GROUP Financial Services 10,834.0 $969K 0.01% +3K +41.5% $89.40 +4.0%
278 LW LAMB WESTON HLDGS INC Consumer Defensive 22,419.0 $968K 0.01% +2K +7.9% $43.18 +28.4%
279 VPU VANGUARD WORLD FD 4,921.0 $963K 0.01% +382.0 +8.4% $195.73 -4.7%
280 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 87,805.0 $959K 0.01% +22K +33.7% $10.92 -11.4%
Page 14 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%