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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 14 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ADSK AUTODESK INC Technology 6,364.0 $1.2M 0.01% -806.0 -11.2% $194.42 +31.0%
262 ROP ROPER TECHNOLOGIES INC Industrials 3,631.0 $1.2M 0.01% -173.0 -4.5% $338.35 +22.1%
263 AEM AGNICO EAGLE MINES LTD Basic Materials 7,902.0 $1.2M 0.01% -2K -19.8% $155.14 +38.0%
264 JBL JABIL INC Technology 3,168.0 $1.2M 0.01% -126.0 -3.8% $385.46 -19.3%
265 AZO AUTOZONE INC Consumer Cyclical 376.0 $1.2M 0.01% -17.0 -4.3% $3193.32 -6.1%
266 IJS ISHARES TR 8,768.0 $1.2M 0.01% -904.0 -9.3% $136.64 +0.9%
267 ELAN ELANCO ANIMAL HEALTH INC Healthcare 47,850.0 $1.2M 0.01% -250.0 -0.5% $24.61 +1.9%
268 HUBB HUBBELL INC Industrials 2,244.0 $1.2M 0.01% -116.0 -4.9% $523.14 -9.7%
269 SHV ISHARES TR 10,587.0 $1.2M 0.01% -70.0 -0.7% $110.35 +0.0%
270 EXC EXELON CORP Utilities 24,951.0 $1.2M 0.01% -3K -10.7% $46.62 -4.7%
271 IBIT ISHARES BITCOIN TRUST ETF Financial Services 34,717.0 $1.2M 0.01% -733.0 -2.1% $33.29 +33.6%
272 LVHI LEGG MASON ETF INVT 28,061.0 $1.1M 0.01% -414.0 -1.4% $40.59 +6.1%
273 SANM SANMINA CORP Technology 4,436.0 $1.1M 0.01% -444.0 -9.1% $253.08 -21.5%
274 MSI MOTOROLA SOLUTIONS INC Technology 2,703.0 $1.1M 0.01% -619.0 -18.6% $415.23 +17.4%
275 VEU VANGUARD INTL EQUITY INDEX F 13,396.0 $1.1M 0.01% -273.0 -2.0% $83.75 +2.4%
276 LNG CHENIERE ENERGY INC Energy 4,641.0 $1.1M 0.01% -233.0 -4.8% $239.01 +18.9%
277 NU NU HLDGS LTD Financial Services 82,717.0 $1.1M 0.01% -4K -4.4% $13.36 +13.6%
278 SF STIFEL FINL CORP Financial Services 15,639.0 $1.1M 0.01% -1K -6.7% $69.77 +15.8%
279 ENTERGY CORP NEW 9,468.0 $1.1M 0.01% -262.0 -2.7% $114.86
280 VIRTUS DIVIDEND INTEREST & P 71,189.0 $1.1M 0.01% -10K -11.8% $15.19
Page 14 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%