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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 25 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HST HOST HOTELS & RESORTS INC Real Estate 16,953.0 $402K 0.00% +277.0 +1.7% $23.73 -5.5%
482 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 11,409.0 $401K 0.00% +2K +22.6% $35.16 +0.2%
483 STAG STAG INDUSTRIAL INC Real Estate 10,475.0 $399K 0.00% +75.0 +0.7% $38.08 -2.4%
484 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,224.0 $398K 0.00% +878.0 +37.4% $123.48 -4.8%
485 CRSP CRISPR THERAPEUTICS AG Healthcare 7,292.0 $398K 0.00% +178.0 +2.5% $54.54 +8.6%
486 AGX ARGAN INC Industrials 497.0 $397K 0.00% +7.0 +1.4% $798.55 -43.0%
487 ALLY ALLY FINL INC Financial Services 8,617.0 $396K 0.00% +1K +19.8% $45.96 -7.4%
488 G GENPACT LIMITED Technology 14,392.0 $396K 0.00% +3K +22.2% $27.50 +34.1%
489 DLTR DOLLAR TREE INC Consumer Defensive 3,233.0 $391K 0.00% +795.0 +32.6% $120.97 +9.3%
490 MP MP MATERIALS CORP Basic Materials 6,942.0 $389K 0.00% +123.0 +1.8% $56.01 +5.9%
491 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 30,101.0 $385K 0.00% +4K +15.7% $12.80 -1.4%
492 WSFS WSFS FINL CORP Financial Services 5,005.0 $384K 0.00% +1K +37.0% $76.73 +2.5%
493 DHT DHT HOLDINGS INC Energy 23,156.0 $383K 0.00% +382.0 +1.7% $16.53 +10.8%
494 ASGN EVERFORTH INC Technology 21,398.0 $382K 0.00% +13K +156.1% $17.87 +17.3%
495 CUZ COUSINS PPTYS INC Real Estate 12,644.0 $379K 0.00% +940.0 +8.0% $30.01 -1.4%
496 VMO INVESCO MUN OPPORTUNIT TR Financial Services 38,160.0 $377K 0.00% +794.0 +2.1% $9.87 -1.3%
497 EAT BRINKER INTL INC Consumer Cyclical 2,233.0 $375K 0.00% +23.0 +1.0% $167.98 +43.4%
498 HCC WARRIOR MET COAL INC Energy 4,616.0 $375K 0.00% +2K +51.0% $81.16 +29.6%
499 ENVA ENOVA INTL INC Financial Services 1,551.0 $373K 0.00% +19.0 +1.2% $240.74 -1.7%
500 EXPAND ENERGY CORPORATION 4,091.0 $373K 0.00% +351.0 +9.4% $91.19
Page 25 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%