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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 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DAL DELTA AIR LINES INC Industrials 22,862.0 $2.1M 0.02% -4K -14.0% $93.65 -11.3%
182 XLI SELECT SECTOR SPDR TR 11,554.0 $2.1M 0.02% -912.0 -7.3% $185.23 -2.6%
183 AG FIRST MAJESTIC SILVER CORP Basic Materials 123,475.0 $2.1M 0.02% -4K -3.5% $16.96 +23.8%
184 ACWI ISHARES TR 13,075.0 $2.1M 0.02% -357.0 -2.7% $156.97 +2.5%
185 GSK GSK PLC Healthcare 39,035.0 $2.0M 0.02% -2K -5.5% $52.42 -1.9%
186 HCA HCA HEALTHCARE INC Healthcare 5,174.0 $2.0M 0.02% -319.0 -5.8% $389.88 +9.6%
187 AME AMETEK INC Industrials 8,181.0 $2.0M 0.02% -92.0 -1.1% $241.95 +1.3%
188 SAP SAP SE Technology 12,742.0 $2.0M 0.02% -3K -20.5% $154.11 +37.3%
189 PPL PPL CORP Utilities 53,256.0 $2.0M 0.02% -2K -3.8% $36.64 -4.4%
190 WAB WABTEC Industrials 7,199.0 $1.9M 0.02% -148.0 -2.0% $269.61 +11.5%
191 MRSH MARSH & MCLENNAN COS INC Financial Services 11,613.0 $1.9M 0.02% -747.0 -6.0% $166.73 +15.9%
192 MCO MOODYS CORP Financial Services 4,162.0 $1.9M 0.02% -77.0 -1.8% $452.96 +13.6%
193 ESGE ISHARES INC 34,244.0 $1.9M 0.02% -2K -5.3% $54.69 -1.2%
194 XLP SELECT SECTOR SPDR TR 21,888.0 $1.8M 0.02% -1K -5.3% $83.07 +3.9%
195 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 14,675.0 $1.8M 0.02% -2K -13.2% $123.11 +31.5%
196 ROST ROSS STORES INC Consumer Cyclical 8,481.0 $1.8M 0.02% -522.0 -5.8% $212.85 +11.0%
197 GM GENERAL MTRS CO Consumer Cyclical 23,338.0 $1.8M 0.02% -1K -5.3% $77.08 +12.0%
198 SPTL SPDR SERIES TRUST 68,221.0 $1.8M 0.02% -9K -11.2% $26.23 -3.1%
199 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,091.0 $1.8M 0.02% -826.0 -21.1% $576.74 -7.7%
200 SNOW SNOWFLAKE INC Technology 6,995.0 $1.8M 0.02% -4K -34.0% $254.40 +24.0%
Page 10 of 34  ·  674 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%