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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 22 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FR FIRST INDL RLTY TR INC Real Estate 9,025.0 $553K 0.01% -525.0 -5.5% $61.32 +1.7%
422 MMU WESTERN ASSET MANAGED MUNS F Financial Services 52,760.0 $550K 0.01% -2K -3.5% $10.42 -2.8%
423 ESI ELEMENT SOLUTIONS INC Basic Materials 11,424.0 $545K 0.01% -6K -35.8% $47.74 -23.5%
424 FOXA FOX CORP Communication Services 10,339.0 $539K 0.01% -449.0 -4.2% $52.16 +28.9%
425 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 30,913.0 $536K 0.01% -1K -3.2% $17.35 -3.1%
426 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,224.0 $536K 0.01% -70.0 -5.4% $437.65 -15.5%
427 VVV VALVOLINE INC Energy 13,495.0 $533K 0.01% -808.0 -5.7% $39.53 -19.1%
428 OKLO OKLO INC Utilities 10,066.0 $527K 0.01% -738.0 -6.8% $52.33 -18.7%
429 KIM KIMCO REALTY CORP Real Estate 20,645.0 $524K 0.01% -1K -5.3% $25.36 -6.1%
430 FE FIRSTENERGY CORP Utilities 10,991.0 $522K 0.01% -994.0 -8.3% $47.54 -2.7%
431 IFRA ISHARES TR 8,155.0 $514K 0.01% -830.0 -9.2% $63.04 -5.1%
432 NJR NEW JERSEY RES CORP Utilities 9,053.0 $512K 0.01% -56.0 -0.6% $56.52 -4.8%
433 LECO LINCOLN ELEC HLDGS INC Industrials 1,924.0 $511K 0.01% -1K -34.5% $265.55 +9.1%
434 PAXS PIMCO ACCESS INCOME FUND Financial Services 34,866.0 $509K 0.01% -1K -4.1% $14.61 -3.1%
435 SUPN SUPERNUS PHARMACEUTICALS Healthcare 10,936.0 $509K 0.01% -475.0 -4.2% $46.51 -5.0%
436 KEY KEYCORP Financial Services 22,015.0 $507K 0.01% -8K -27.1% $23.05 -4.5%
437 VGSH VANGUARD SCOTTSDALE FDS 8,663.0 $504K 0.01% -392.0 -4.3% $58.20 -0.1%
438 SITM SITIME CORP Technology 674.0 $503K 0.01% -17.0 -2.5% $745.56 -19.5%
439 DFEV DIMENSIONAL ETF TRUST 11,754.0 $502K 0.01% -531.0 -4.3% $42.67 +0.0%
440 MKSI MKS INC. Technology 1,128.0 $501K 0.01% -71.0 -5.9% $444.45 -39.0%
Page 22 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%