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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 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VSEC VSE CORP Industrials 920.0 $210K 0.00% NEW $228.48 -4.7%
142 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 9,945.0 $210K 0.00% NEW $21.10 -18.2%
143 SNDR SCHNEIDER NATIONAL INC Industrials 5,741.0 $210K 0.00% NEW $36.53 -5.0%
144 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,584.0 $208K 0.00% NEW $131.43 -1.5%
145 XSD SPDR SERIES TRUST 331.0 $207K 0.00% NEW $624.24 -21.4%
146 XBI SPDR SERIES TRUST 1,292.0 $204K 0.00% NEW $158.22 +6.9%
147 BITWISE FUNDS TRUST 8,302.0 $203K 0.00% NEW $24.50
148 CTA SIMPLIFY EXCHANGE TRADED FUN 7,822.0 $203K 0.00% NEW $25.95 +4.1%
149 CNK CINEMARK HLDGS INC Communication Services 6,368.0 $202K 0.00% NEW $31.73 +17.9%
150 GHC GRAHAM HLDGS CO Consumer Defensive 177.0 $202K 0.00% NEW $1141.35 +3.3%
151 VTWV VANGUARD SCOTTSDALE FDS 1,033.0 $202K 0.00% NEW $195.41 +1.5%
152 CPK CHESAPEAKE UTILS CORP Utilities 1,639.0 $202K 0.00% NEW $123.14 +9.6%
153 GEF GREIF INC Consumer Cyclical 2,685.0 $202K 0.00% NEW $75.14 +12.6%
154 ARKG ARK ETF TR 4,792.0 $202K 0.00% NEW $42.06 +19.0%
155 ARKK ARK ETF TR 2,491.0 $201K 0.00% NEW $80.81 +6.9%
156 QLYS QUALYS INC Technology 1,465.0 $201K 0.00% NEW $137.37 +28.1%
157 PII POLARIS INC Consumer Cyclical 2,938.0 $201K 0.00% NEW $68.43 -7.1%
158 IBDV ISHARES TR 9,220.0 $201K 0.00% NEW $21.80 -0.6%
159 IBCA ISHARES TR 7,846.0 $201K 0.00% NEW $25.61 -1.7%
160 IBDZ ISHARES TR 7,712.0 $201K 0.00% NEW $26.05 -1.4%
Page 8 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%