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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 6 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLE SELECT SECTOR SPDR TR 69,587.0 $3.7M 0.04% +1K +1.8% $53.11 +17.5%
102 NOC NORTHROP GRUMMAN CORP Industrials 7,217.0 $3.7M 0.04% +2K +46.6% $509.30 +8.0%
103 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 145,115.0 $3.6M 0.04% +19K +15.2% $25.06 +15.8%
104 RNR RENAISSANCERE HLDGS LTD Financial Services 11,275.0 $3.6M 0.04% +508.0 +4.7% $316.90 +4.7%
105 UBS UBS GROUP AG Financial Services 69,570.0 $3.4M 0.04% +505.0 +0.7% $49.56 +10.0%
106 UNILEVER PLC 56,994.0 $3.4M 0.04% +3K +5.8% $60.12
107 OHI OMEGA HEALTHCARE INVS INC Real Estate 71,334.0 $3.4M 0.04% +481.0 +0.7% $47.69 -1.5%
108 CL COLGATE PALMOLIVE CO Consumer Defensive 35,449.0 $3.3M 0.04% +1K +3.5% $91.68 +0.4%
109 SNA SNAP ON INC Industrials 8,026.0 $3.2M 0.04% +159.0 +2.0% $402.39 -1.2%
110 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,474.0 $3.2M 0.04% +308.0 +5.0% $496.73 +10.2%
111 BYD BOYD GAMING CORP Consumer Cyclical 36,296.0 $3.2M 0.04% +1K +3.5% $88.33 -8.7%
112 TFI SPDR SERIES TRUST 68,608.0 $3.1M 0.03% +601.0 +0.9% $45.80 -2.2%
113 DRI DARDEN RESTAURANTS INC Consumer Cyclical 15,030.0 $3.1M 0.03% +837.0 +5.9% $206.00 +6.2%
114 JTEK J P MORGAN EXCHANGE TRADED F 27,742.0 $3.1M 0.03% +3K +12.1% $111.55 -11.6%
115 VLO VALERO ENERGY CORP Energy 11,826.0 $3.1M 0.03% +325.0 +2.8% $260.46 +33.6%
116 IEF ISHARES TR 32,444.0 $3.1M 0.03% +667.0 +2.1% $94.60 -1.4%
117 APP APPLOVIN CORP Technology 5,889.0 $3.0M 0.03% +508.0 +9.4% $515.24 -40.2%
118 SLB SLB LIMITED Energy 65,235.0 $3.0M 0.03% +6K +10.3% $46.49 +15.3%
119 DIVO AMPLIFY ETF TR 65,014.0 $3.0M 0.03% +9K +16.5% $45.70 +6.6%
120 VXUS VANGUARD STAR FDS 34,718.0 $3.0M 0.03% +2K +7.0% $85.49 +2.7%
Page 6 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%