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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 15 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SHM SPDR SERIES TRUST 19,904.0 $955K 0.01% +429.0 +2.2% $47.96 -0.4%
282 VPL VANGUARD INTL EQUITY INDEX F 8,159.0 $944K 0.01% +4K +86.2% $115.69 -0.3%
283 RDVY FIRST TR EXCHANGE TRADED FD 11,458.0 $929K 0.01% +451.0 +4.1% $81.06 +1.5%
284 CAG CONAGRA BRANDS INC Consumer Defensive 68,524.0 $923K 0.01% +594.0 +0.9% $13.46 +19.3%
285 ICICI BANK LIMITED 31,575.0 $917K 0.01% +738.0 +2.4% $29.03
286 OMC OMNICOM GROUP INC Communication Services 12,558.0 $915K 0.01% +1K +10.3% $72.83 +21.0%
287 ETSY INC 12,054.0 $915K 0.01% +2K +15.9% $75.87
288 PAVE GLOBAL X FDS 15,471.0 $913K 0.01% +748.0 +5.1% $59.02 -5.1%
289 NTRS NORTHERN TR CORP Financial Services 5,210.0 $910K 0.01% +55.0 +1.1% $174.63 +6.5%
290 MTB M & T BK CORP Financial Services 3,799.0 $904K 0.01% +228.0 +6.4% $238.01 +0.5%
291 SLGN SILGAN HLDGS INC Consumer Cyclical 19,365.0 $898K 0.01% +4K +22.9% $46.39 -9.1%
292 EMN EASTMAN CHEM CO Basic Materials 13,211.0 $897K 0.01% +253.0 +1.9% $67.87 +7.4%
293 FFIV F5 INC Technology 2,148.0 $893K 0.01% +158.0 +7.9% $415.93 -1.9%
294 RSG REPUBLIC SVCS INC Industrials 4,180.0 $891K 0.01% +259.0 +6.6% $213.07 +3.1%
295 NEO NEOGENOMICS INC Healthcare 60,940.0 $889K 0.01% +463.0 +0.8% $14.59 +31.2%
296 IWV ISHARES TR 2,077.0 $886K 0.01% +213.0 +11.4% $426.38 +2.8%
297 COHR COHERENT CORP Technology 2,236.0 $882K 0.01% +487.0 +27.8% $394.54 -25.7%
298 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 82,330.0 $880K 0.01% +16K +23.8% $10.69 +7.5%
299 BDX BECTON DICKINSON & CO Healthcare 5,807.0 $879K 0.01% +446.0 +8.3% $151.30 +25.1%
300 SBAC SBA COMMUNICATIONS CORP Real Estate 4,979.0 $879K 0.01% +313.0 +6.7% $176.45 +6.2%
Page 15 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%