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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 28 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 UBSI UNITED BANKSHARES INC WEST V Financial Services 6,625.0 $306K 0.00% +695.0 +11.7% $46.19 +2.7%
542 MARA MARA HOLDINGS INC Financial Services 21,999.0 $306K 0.00% +9K +65.5% $13.89 -19.2%
543 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 7,825.0 $306K 0.00% +678.0 +9.5% $39.05 +2.6%
544 FXR FIRST TR EXCHANGE-TRADED FD 3,347.0 $305K 0.00% +240.0 +7.7% $91.12 -2.5%
545 JXN JACKSON FINANCIAL INC Financial Services 2,978.0 $305K 0.00% +265.0 +9.8% $102.40 +30.5%
546 APA APA CORPORATION Energy 9,333.0 $304K 0.00% +1K +18.1% $32.57 +26.5%
547 DTM DT MIDSTREAM INC Energy 2,044.0 $300K 0.00% +158.0 +8.4% $146.74 -9.7%
548 WTRG ESSENTIAL UTILS INC Utilities 7,754.0 $297K 0.00% +71.0 +0.9% $38.31 +6.4%
549 FBP FIRST BANCORP CORPORATION Financial Services 11,347.0 $296K 0.00% +197.0 +1.8% $26.07 +7.9%
550 RITM RITHM CAPITAL CORP Real Estate 31,245.0 $293K 0.00% +13K +67.9% $9.39 +7.3%
551 NNN NNN REIT INC Real Estate 6,225.0 $290K 0.00% +601.0 +10.7% $46.57 -2.0%
552 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,317.0 $284K 0.00% +83.0 +3.7% $122.58 +23.6%
553 CVSA COVISTA INC Consumer Cyclical 2,275.0 $284K 0.00% +18.0 +0.8% $124.66 +10.5%
554 UMC UNITED MICROELECTRONICS CORP Technology 10,385.0 $283K 0.00% +78.0 +0.8% $27.21 -30.1%
555 TDS TELEPHONE & DATA SYS INC Communication Services 7,631.0 $282K 0.00% +259.0 +3.5% $37.01 -10.1%
556 SRAD SPORTRADAR GROUP AG Technology 18,741.0 $281K 0.00% +328.0 +1.8% $14.97 -13.5%
557 KTB KONTOOR BRANDS INC Consumer Cyclical 3,366.0 $281K 0.00% +137.0 +4.2% $83.35 -7.4%
558 RRC RANGE RES CORP Energy 7,430.0 $276K 0.00% +113.0 +1.5% $37.19 +11.7%
559 COPX GLOBAL X FDS 3,560.0 $275K 0.00% +470.0 +15.2% $77.22 +23.7%
560 KGS KODIAK GAS SVCS INC Energy 3,653.0 $274K 0.00% +82.0 +2.3% $75.13 -19.5%
Page 28 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%