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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 23 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CACI CACI INTL INC Technology 1,082.0 $501K 0.01% -233.0 -17.7% $463.26 +36.8%
442 EMD WESTERN ASSET EMERGING MKTS Financial Services 46,395.0 $498K 0.01% -14K -23.6% $10.74 -1.5%
443 KDP KEURIG DR PEPPER INC Consumer Defensive 15,177.0 $497K 0.01% -5K -24.3% $32.73 -2.6%
444 SLYV SPDR SERIES TRUST 4,549.0 $496K 0.01% -581.0 -11.3% $109.12 +0.9%
445 VRSN VERISIGN INC Technology 1,948.0 $490K 0.01% -49.0 -2.5% $251.53 +17.2%
446 LCII LCI INDS Consumer Cyclical 4,618.0 $489K 0.01% -166.0 -3.5% $105.89 -3.4%
447 DBEF DBX ETF TR 8,946.0 $489K 0.01% -2K -15.1% $54.63 +2.2%
448 FDN FIRST TR EXCHANGE-TRADED FD 1,835.0 $486K 0.01% -274.0 -13.0% $264.72 +11.0%
449 VIS VANGUARD WORLD FD 1,341.0 $483K 0.01% -169.0 -11.2% $360.50 -4.8%
450 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 92,682.0 $482K 0.01% -5K -4.9% $5.20 -2.9%
451 CRL CHARLES RIV LABS INTL INC Healthcare 2,106.0 $478K 0.01% -102.0 -4.6% $226.78 +30.7%
452 VTRS VIATRIS INC Healthcare 29,987.0 $477K 0.01% -2K -5.5% $15.89 +6.3%
453 APTIV PLC 7,758.0 $476K 0.01% -2K -17.7% $61.38
454 USFD US FOODS HLDG CORP Consumer Defensive 4,645.0 $475K 0.01% -606.0 -11.5% $102.24 +5.4%
455 FIVN FIVE9 INC Technology 22,138.0 $472K 0.01% -339.0 -1.5% $21.32 +62.1%
456 PTY PIMCO CORPORATE & INCOME OPP Financial Services 38,696.0 $468K 0.01% -856.0 -2.2% $12.10 -2.7%
457 IJJ ISHARES TR 3,151.0 $465K 0.01% -412.0 -11.6% $147.72 +0.3%
458 NVR NVR INC Consumer Cyclical 68.0 $463K 0.01% -16.0 -19.1% $6813.40 -6.6%
459 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,584.0 $461K 0.01% -2K -42.8% $178.56 +0.7%
460 DGX QUEST DIAGNOSTICS INC Healthcare 2,163.0 $458K 0.01% -98.0 -4.3% $211.94 +15.4%
Page 23 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%