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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 18 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 5,810.0 $716K 0.01% +539.0 +10.2% $123.29 +8.4%
342 PSA PUBLIC STORAGE Real Estate 2,173.0 $692K 0.01% +37.0 +1.7% $318.34 -2.2%
343 CVNA CARVANA CO Consumer Cyclical 10,449.0 $688K 0.01% +9K +450.5% $65.81 +12.6%
344 ACAD ACADIA PHARMACEUTICALS INC Healthcare 27,134.0 $686K 0.01% +4K +18.5% $25.30 +17.5%
345 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 14,281.0 $683K 0.01% +7K +98.3% $47.82 -10.1%
346 BRW SABA CAPITAL INCOME & OPRNT Financial Services 103,861.0 $682K 0.01% +10K +10.3% $6.57 -1.5%
347 NWN NORTHWEST NAT HLDG CO Utilities 13,885.0 $681K 0.01% +261.0 +1.9% $49.06 +1.0%
348 CRS CARPENTER TECHNOLOGY CORP Industrials 1,103.0 $680K 0.01% +82.0 +8.0% $616.88 -20.5%
349 CMS CMS ENERGY CORP Utilities 8,853.0 $677K 0.01% +343.0 +4.0% $76.51 -10.7%
350 CPRX CATALYST PHARMACEUTICALS INC Healthcare 21,433.0 $674K 0.01% +409.0 +1.9% $31.43 +0.2%
351 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 41,957.0 $673K 0.01% +744.0 +1.8% $16.03 +12.5%
352 SM SM ENERGY COMPANY Energy 25,754.0 $672K 0.01% +1K +4.8% $26.10 +41.0%
353 ESS ESSEX PPTY TR INC Real Estate 2,284.0 $666K 0.01% +254.0 +12.5% $291.64 -3.7%
354 BTZ BLACKROCK CR ALLOCATION Financial Services 64,651.0 $661K 0.01% +33K +105.6% $10.22 -0.6%
355 SR SPIRE INC Utilities 8,347.0 $658K 0.01% +470.0 +6.0% $78.88 +4.6%
356 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 36,645.0 $658K 0.01% +6K +18.8% $17.96 -6.2%
357 BCC BOISE CASCADE CO DEL Basic Materials 8,432.0 $655K 0.01% +1K +14.8% $77.63 +1.5%
358 KFY KORN FERRY Industrials 9,754.0 $650K 0.01% +1K +13.8% $66.59 +27.1%
359 IBB ISHARES TR 3,403.0 $647K 0.01% +531.0 +18.5% $190.20 +12.9%
360 BLOCK INC 8,428.0 $640K 0.01% +144.0 +1.7% $75.99
Page 18 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%