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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 12 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BP BP PLC Energy 42,118.0 $1.6M 0.02% -4K -8.0% $36.97 +15.0%
222 HAS HASBRO INC Consumer Cyclical 18,680.0 $1.5M 0.02% -1K -5.2% $82.59 +16.6%
223 MELI MERCADOLIBRE INC Consumer Cyclical 906.0 $1.5M 0.02% -66.0 -6.8% $1697.83 +14.9%
224 EL LAUDER ESTEE COS INC Consumer Defensive 19,320.0 $1.5M 0.02% -392.0 -2.0% $78.95 +33.1%
225 O REALTY INCOME CORP Real Estate 24,586.0 $1.5M 0.02% -3K -12.3% $61.97 +0.5%
226 SUSA ISHARES TR 9,844.0 $1.5M 0.02% -127.0 -1.3% $154.30 +2.4%
227 IEUR ISHARES TR 20,180.0 $1.5M 0.02% -336.0 -1.6% $75.17 +4.4%
228 CTAS CINTAS CORP Industrials 8,887.0 $1.5M 0.02% -908.0 -9.3% $170.08 +21.0%
229 IRM IRON MTN INC DEL Real Estate 11,860.0 $1.5M 0.02% -764.0 -6.0% $127.22 -4.6%
230 SCHH SCHWAB STRATEGIC TR 62,930.0 $1.5M 0.02% -1K -1.7% $23.68 +1.7%
231 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 19,807.0 $1.5M 0.02% -1K -5.6% $74.81 -0.6%
232 CAH CARDINAL HEALTH INC Healthcare 6,232.0 $1.5M 0.02% -1K -15.8% $237.58 +0.3%
233 HIGHLAND OPPS & INCOME FD 206,145.0 $1.5M 0.02% -12K -5.4% $7.13
234 TEL TE CONNECTIVITY PLC Technology 7,280.0 $1.5M 0.02% -1K -13.8% $201.61 +1.7%
235 XEL XCEL ENERGY INC Utilities 18,077.0 $1.5M 0.02% -1K -6.4% $80.30 -3.3%
236 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,989.0 $1.5M 0.02% -379.0 -2.0% $76.40 +4.8%
237 TSN TYSON FOODS INC Consumer Defensive 25,214.0 $1.4M 0.02% -1K -5.3% $57.25 -1.2%
238 BLACKROCK ETF TRUST II 28,868.0 $1.4M 0.02% -2K -5.5% $49.80
239 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,909.0 $1.4M 0.02% -101.0 -2.0% $290.56 -9.5%
240 ACA ARCOSA INC Industrials 9,784.0 $1.4M 0.02% -229.0 -2.3% $145.29 -0.0%
Page 12 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%