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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 27 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OWL BLUE OWL CAPITAL INC Financial Services 39,405.0 $345K 0.00% +28K +256.9% $8.75 +34.8%
522 ESE ESCO TECHNOLOGIES INC Technology 983.0 $344K 0.00% +38.0 +4.0% $350.07 -19.1%
523 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5,481.0 $341K 0.00% +1K +32.8% $62.22 -29.2%
524 SPYG SPDR SERIES TRUST 2,856.0 $340K 0.00% +20.0 +0.7% $119.01 +0.8%
525 UNF UNIFIRST CORP MASS Industrials 1,284.0 $340K 0.00% +77.0 +6.4% $264.46 +8.9%
526 HE HAWAIIAN ELEC INDS INC MTN B Utilities 25,023.0 $339K 0.00% +1K +6.2% $13.53 -15.1%
527 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,097.0 $336K 0.00% +281.0 +10.0% $108.35 -0.7%
528 FTCA PUTNAM ETF TRUST 45,004.0 $334K 0.00% +253.0 +0.6% $7.42 -2.5%
529 SKYX SKYX PLATFORMS CORP Industrials 301,898.0 $334K 0.00% +10K +3.5% $1.10 +13.1%
530 FIDU FIDELITY COVINGTON TRUST 3,342.0 $333K 0.00% +385.0 +13.0% $99.60 -4.1%
531 AR ANTERO RESOURCES CORP Energy 9,418.0 $331K 0.00% +616.0 +7.0% $35.14 +9.6%
532 STK COLUMBIA SELIGM PREM TECH GR Financial Services 6,086.0 $328K 0.00% +667.0 +12.3% $53.87 -3.3%
533 PIPR PIPER SANDLER COMPANIES Financial Services 4,487.0 $325K 0.00% +128.0 +2.9% $72.34 +2.9%
534 DT DYNATRACE INC Technology 7,377.0 $324K 0.00% +1K +23.1% $43.91 +17.5%
535 SKT TANGER INC Real Estate 8,129.0 $321K 0.00% +308.0 +3.9% $39.47 -3.6%
536 DVA DAVITA INC Healthcare 1,431.0 $318K 0.00% +48.0 +3.5% $222.49 -19.1%
537 HYDB ISHARES TR 6,785.0 $317K 0.00% +115.0 +1.7% $46.77 -0.2%
538 ASH ASHLAND INC Basic Materials 4,725.0 $311K 0.00% +926.0 +24.4% $65.90 +12.8%
539 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 27,773.0 $310K 0.00% +382.0 +1.4% $11.15 -9.8%
540 RGTI RIGETTI COMPUTING INC Technology 15,850.0 $306K 0.00% +2K +13.9% $19.32 -17.5%
Page 27 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%