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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 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBDX ISHARES TR 7,974.0 $201K 0.00% NEW $25.19 -1.1%
162 BBWI BATH & BODY WORKS INC Consumer Cyclical 8,681.0 $201K 0.00% NEW $23.13 -18.3%
163 IBDW ISHARES TR 9,625.0 $201K 0.00% NEW $20.84 -0.8%
164 IBDY ISHARES TR 7,790.0 $201K 0.00% NEW $25.74 -1.3%
165 PINNACLE FINL PARTNERS INC 1,987.0 $200K 0.00% NEW $100.89
166 MD PEDIATRIX MEDICAL GROUP INC Healthcare 7,913.0 $200K 0.00% NEW $25.33 +6.4%
167 ATEC ALPHATEC HLDGS INC Healthcare 19,797.0 $171K 0.00% NEW $8.65 +8.9%
168 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 15,099.0 $171K 0.00% NEW $11.30 -1.1%
169 PRGO PERRIGO CO PLC Healthcare 15,783.0 $164K 0.00% NEW $10.39 +42.0%
170 PK PARK HOTELS & RESORTS INC Real Estate 11,427.0 $163K 0.00% NEW $14.26 +11.7%
171 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 10,557.0 $149K 0.00% NEW $14.07 -1.4%
172 KEP KOREA ELEC PWR CORP Utilities 11,729.0 $142K 0.00% NEW $12.10 +1.2%
173 NUV NUVEEN MUN VALUE FD INC Financial Services 14,345.0 $133K 0.00% NEW $9.25 -3.5%
174 TTI TETRA TECHNOLOGIES INC DEL Energy 11,449.0 $130K 0.00% NEW $11.33 -39.7%
175 ARI APOLLO COML REAL ESTATE FIN Real Estate 11,479.0 $123K 0.00% NEW $10.68 -36.2%
176 UPWK UPWORK INC Industrials 13,146.0 $110K 0.00% NEW $8.36 +3.3%
177 KEEL KEEL INFRASTRUCTURE CORP Technology 16,216.0 $93K 0.00% NEW $5.74 -41.5%
178 DIGI PWR X INC 16,227.0 $88K 0.00% NEW $5.45
179 VIVOPOWER PLC 13,606.0 $70K 0.00% NEW $5.17
180 AUR AURORA INNOVATION INC Technology 10,092.0 $69K 0.00% NEW $6.82 -15.5%
Page 9 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%