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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 8 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HDV ISHARES TR 85,021.0 $2.3M 0.03% +68K +400.1% $27.41 +8.5%
142 ROKU ROKU INC Communication Services 16,840.0 $2.3M 0.03% +12K +251.8% $138.14 +14.8%
143 DHI D R HORTON INC Consumer Cyclical 14,281.0 $2.3M 0.03% +121.0 +0.8% $162.88 -8.4%
144 UAL UNITED AIRLS HLDGS INC Industrials 17,003.0 $2.3M 0.03% +6K +48.8% $135.99 -15.6%
145 EBAY EBAY INC. Consumer Cyclical 20,492.0 $2.3M 0.03% +848.0 +4.3% $111.75 -6.8%
146 AVY AVERY DENNISON CORP Industrials 13,976.0 $2.3M 0.03% +170.0 +1.2% $162.36 +12.3%
147 HUM HUMANA INC Healthcare 5,682.0 $2.3M 0.03% +1K +23.1% $397.24 -1.6%
148 NUE NUCOR CORP Basic Materials 10,130.0 $2.3M 0.03% +185.0 +1.9% $222.78 +13.5%
149 CNI CANADIAN NATL RY CO Industrials 18,885.0 $2.3M 0.03% +3K +17.8% $119.24 +7.0%
150 BHP BHP BILLITON LIMITED Basic Materials 26,926.0 $2.2M 0.03% +4K +17.4% $83.31 +15.6%
151 HOOD ROBINHOOD MKTS INC Financial Services 22,360.0 $2.2M 0.03% +6K +35.9% $100.28 +8.2%
152 ROK ROCKWELL AUTOMATION INC Industrials 4,522.0 $2.2M 0.03% +427.0 +10.4% $495.11 -12.8%
153 FICO FAIR ISAAC CORP Technology 1,857.0 $2.2M 0.02% +108.0 +6.2% $1194.64 -5.1%
154 KMI KINDER MORGAN INC DEL Energy 69,359.0 $2.2M 0.02% +3K +4.3% $31.97 +0.2%
155 NGG NATIONAL GRID PLC Utilities 26,727.0 $2.2M 0.02% +13K +88.0% $82.87 -2.8%
156 WMB WILLIAMS COS INC Energy 29,792.0 $2.2M 0.02% +1K +4.8% $74.34 +0.1%
157 RKLB ROCKET LAB CORP Industrials 21,628.0 $2.2M 0.02% +2K +10.2% $101.65 -34.9%
158 FCX FREEPORT MCMORAN INC Basic Materials 34,642.0 $2.2M 0.02% +890.0 +2.6% $62.89 +25.6%
159 XLY SELECT SECTOR SPDR TR 18,391.0 $2.2M 0.02% +168.0 +0.9% $117.28 -0.1%
160 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 108,050.0 $2.1M 0.02% +8K +7.6% $19.89 +12.8%
Page 8 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%