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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 22 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SOUTHSTATE BK CORP 5,075.0 $507K 0.01% +544.0 +12.0% $99.91
422 LZB LA Z BOY INC Consumer Cyclical 12,625.0 $507K 0.01% +1K +9.8% $40.12 -19.4%
423 CIBR FIRST TR EXCHANGE-TRADED FD 5,633.0 $506K 0.01% +226.0 +4.2% $89.85 +4.2%
424 CNX CNX RES CORP Energy 14,829.0 $503K 0.01% +978.0 +7.1% $33.93 +6.3%
425 YOU CLEAR SECURE INC Technology 9,021.0 $503K 0.01% +3K +47.0% $55.73 -20.6%
426 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,587.0 $502K 0.01% +17.0 +1.1% $316.10 -8.9%
427 PCG PG&E CORP Utilities 29,578.0 $498K 0.01% +837.0 +2.9% $16.82 +8.3%
428 VOD VODAFONE GROUP PLC Communication Services 37,567.0 $497K 0.01% +3K +8.2% $13.22 +20.5%
429 SCCO SOUTHERN COPPER CORP Basic Materials 2,832.0 $493K 0.01% +114.0 +4.2% $174.12 +22.8%
430 VOOG VANGUARD ADMIRAL FDS INC 5,898.0 $491K 0.01% +5K +461.2% $83.32 +0.0%
431 XYLD GLOBAL X FDS 12,014.0 $490K 0.01% +225.0 +1.9% $40.79 +1.4%
432 NMR NOMURA HLDGS INC Financial Services 55,696.0 $489K 0.01% +1K +2.5% $8.78 +14.5%
433 SPSC SPS COMM INC Technology 8,539.0 $488K 0.01% +2K +23.9% $57.17 +40.8%
434 KVUE KENVUE INC Consumer Defensive 25,451.0 $486K 0.01% +2K +7.6% $19.11 +0.6%
435 GLPI GAMING & LEISURE P Real Estate 10,892.0 $485K 0.01% +990.0 +10.0% $44.56 -4.5%
436 OZK BANK OZK LITTLE ROCK ARK Financial Services 9,276.0 $483K 0.01% +192.0 +2.1% $52.09 -5.0%
437 KRG KITE REALTY GROUP TRUST Real Estate 16,961.0 $482K 0.01% +243.0 +1.4% $28.39 -7.5%
438 ABCB AMERIS BANCORP Financial Services 5,335.0 $480K 0.01% +392.0 +7.9% $90.05 -4.7%
439 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 34,583.0 $478K 0.01% +561.0 +1.6% $13.83 +7.2%
440 IVT INVENTRUST PPTYS CORP Real Estate 13,474.0 $477K 0.01% +70.0 +0.5% $35.40 -7.7%
Page 22 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%