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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 10 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JBLU JETBLUE AIRWAYS CORP Industrials 10,440.0 $60K 0.00% NEW $5.73 -11.3%
182 OKYO PHARMA LTD 33,255.0 $50K 0.00% NEW $1.50
183 RR RICHTECH ROBOTICS INC Industrials 19,257.0 $41K NEW $2.11 -6.6%
184 SOUTHERN CO 38,000.0 $38K NEW $1.01
185 AEROVIRONMENT INC 38,000.0 $36K NEW $0.95
186 MERIT MED SYS INC 31,000.0 $33K NEW $1.08
187 VVR INVESCO SR INCOME TR Financial Services 10,759.0 $32K NEW $3.00 -2.0%
188 TETRA TECH INC NEW 28,000.0 $30K NEW $1.06
189 NUTANIX INC 26,000.0 $26K NEW $0.98
190 CLVT CLARIVATE PLC Technology 10,296.0 $22K NEW $2.16 +0.0%
191 DOORDASH INC 22,000.0 $22K NEW $0.98
192 INTEGER HLDGS CORP 16,000.0 $16K NEW $0.97
193 TRAVERE THERAPEUTICS INC 13,000.0 $15K NEW $1.18
194 PNBK PATRIOT NATL BANCORP INC Financial Services 10,017.0 $10K NEW $0.96 +9.1%
Page 10 of 10  ·  194 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%