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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 9 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LH LABCORP HOLDINGS INC Healthcare 7,651.0 $2.1M 0.02% +1K +21.8% $280.01 +21.8%
162 PAYX PAYCHEX INC Industrials 21,781.0 $2.1M 0.02% +163.0 +0.8% $98.33 +28.8%
163 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,514.0 $2.1M 0.02% +341.0 +6.6% $386.70 +3.7%
164 EQIX EQUINIX INC Real Estate 2,035.0 $2.1M 0.02% +53.0 +2.7% $1042.37 +2.9%
165 MFC MANULIFE FINL CORP Financial Services 51,575.0 $2.1M 0.02% +5K +11.4% $40.51 +6.6%
166 MFG MIZUHO FINANCIAL GROUP INC Financial Services 214,870.0 $2.1M 0.02% +66K +44.5% $9.58 +9.0%
167 XLC SELECT SECTOR SPDR TR 19,017.0 $2.0M 0.02% +1K +6.0% $107.13 +4.3%
168 SRE SEMPRA Utilities 21,603.0 $2.0M 0.02% +1K +6.2% $92.71 -8.6%
169 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,590.0 $2.0M 0.02% +189.0 +2.2% $233.09 +4.2%
170 ACN ACCENTURE PLC IRELAND Technology 15,827.0 $2.0M 0.02% +1K +7.3% $124.44 +51.6%
171 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 81,395.0 $1.9M 0.02% +4K +5.6% $23.58 +7.8%
172 OTIS OTIS WORLDWIDE CORP Industrials 26,685.0 $1.9M 0.02% +11K +70.3% $71.60 -0.0%
173 HQY HEALTHEQUITY INC Healthcare 20,967.0 $1.9M 0.02% +681.0 +3.4% $90.32 +1.6%
174 MSCI MSCI INC Financial Services 3,372.0 $1.9M 0.02% +427.0 +14.5% $560.03 +1.7%
175 GWW WW GRAINGER INC Industrials 1,385.0 $1.9M 0.02% +29.0 +2.1% $1359.91 -2.7%
176 NEM NEWMONT CORP Basic Materials 20,111.0 $1.9M 0.02% +115.0 +0.6% $93.40 +42.6%
177 CASY CASEYS GEN STORES INC Consumer Cyclical 2,360.0 $1.9M 0.02% +12.0 +0.5% $794.94 -2.5%
178 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 17,343.0 $1.9M 0.02% +328.0 +1.9% $107.78 +4.0%
179 DDOG DATADOG INC Technology 7,088.0 $1.8M 0.02% +494.0 +7.5% $260.31 -7.2%
180 FNB F N B CORP Financial Services 96,574.0 $1.8M 0.02% +2K +2.2% $19.08 -3.1%
Page 9 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%