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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 19 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IEI ISHARES TR 6,179.0 $726K 0.01% -59.0 -0.9% $117.45 -0.7%
362 OKTA OKTA INC Technology 5,293.0 $722K 0.01% -399.0 -7.0% $136.44 +19.6%
363 FIX COMFORT SYS USA INC Industrials 363.0 $718K 0.01% -67.0 -15.6% $1979.17 -19.0%
364 TWST TWIST BIOSCIENCE CORP Healthcare 6,969.0 $717K 0.01% -2K -21.0% $102.89 +49.3%
365 FIRST HAWAIIAN INC 24,425.0 $716K 0.01% -828.0 -3.3% $29.30
366 FIVE FIVE BELOW INC Consumer Cyclical 3,943.0 $709K 0.01% -86.0 -2.1% $179.78 +40.3%
367 VST VISTRA CORP Utilities 4,465.0 $708K 0.01% -1K -19.9% $158.65 -12.1%
368 ARMK ARAMARK Industrials 12,428.0 $707K 0.01% -1K -9.2% $56.90 +4.1%
369 AIQ GLOBAL X FDS 10,758.0 $706K 0.01% -1K -9.0% $65.61 -2.1%
370 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,015.0 $697K 0.01% -1K -13.4% $99.30 -11.1%
371 EQT EQT CORP Energy 13,038.0 $693K 0.01% -5K -26.8% $53.17 +1.8%
372 VRSK VERISK ANALYTICS INC Industrials 3,773.0 $677K 0.01% -252.0 -6.3% $179.53 +5.6%
373 ZION ZIONS BANCORPORATION NATL AS Financial Services 9,755.0 $675K 0.01% -51.0 -0.5% $69.19 -2.8%
374 RBLX ROBLOX CORP Technology 12,349.0 $672K 0.01% -13K -50.6% $54.38 -30.4%
375 IHI ISHARES TR 13,378.0 $669K 0.01% -976.0 -6.8% $50.01 +10.0%
376 HAL HALLIBURTON CO Energy 19,677.0 $668K 0.01% -455.0 -2.3% $33.95 +1.2%
377 PAAS PAN AMERN SILVER CORP Basic Materials 14,911.0 $668K 0.01% -272.0 -1.8% $44.79 +21.1%
378 ALC ALCON AG Healthcare 9,932.0 $666K 0.01% -3K -23.3% $67.10 +8.2%
379 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 34,753.0 $663K 0.01% -6K -13.8% $19.08 +0.4%
380 VMC VULCAN MATLS CO Basic Materials 2,233.0 $659K 0.01% -597.0 -21.1% $295.03 -6.9%
Page 19 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%