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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 29 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BPOP POPULAR INC Financial Services 1,718.0 $284K 0.00% -267.0 -13.4% $165.17 +2.8%
562 RJF RAYMOND JAMES FINL INC Financial Services 1,836.0 $279K 0.00% -668.0 -26.7% $152.02 +16.2%
563 CDW CDW CORP Technology 1,981.0 $279K 0.00% -494.0 -20.0% $140.65 +0.6%
564 TRMB TRIMBLE INC Technology 5,412.0 $277K 0.00% -5K -45.4% $51.18 +16.6%
565 SSRM SSR MINING IN Basic Materials 9,759.0 $276K 0.00% -246.0 -2.5% $28.28 +34.7%
566 WDS WOODSIDE ENERGY GROUP LTD Energy 14,213.0 $275K 0.00% -379.0 -2.6% $19.32 +18.5%
567 SPYM SPDR SERIES TRUST 3,123.0 $274K 0.00% -168.0 -5.1% $87.87 +2.6%
568 WRBY WARBY PARKER INC Healthcare 9,001.0 $273K 0.00% -10K -51.6% $30.34 -16.0%
569 HYD VANECK ETF TRUST 5,293.0 $273K 0.00% -2K -27.6% $51.51 -2.4%
570 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 23,367.0 $272K 0.00% -3K -12.7% $11.66 -4.6%
571 IXC ISHARES TR 5,528.0 $272K 0.00% -835.0 -13.1% $49.13 +16.2%
572 RLI RLI CORP Financial Services 4,597.0 $272K 0.00% -129.0 -2.7% $59.07 +9.8%
573 MTH MERITAGE HOMES CORP Consumer Cyclical 3,222.0 $270K 0.00% -2K -36.6% $83.85 -13.9%
574 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 25,964.0 $267K 0.00% -358.0 -1.4% $10.30 -1.5%
575 MGA MAGNA INTL INC Consumer Cyclical 4,066.0 $267K 0.00% -90.0 -2.2% $65.69 +0.5%
576 FFEB FIRST TR EXCHNG TRADED FD VI 4,372.0 $267K 0.00% -628.0 -12.6% $60.98 +2.1%
577 FDVV FIDELITY COVINGTON TRUST 4,405.0 $266K 0.00% -869.0 -16.5% $60.29 +4.9%
578 INSTALLED BLDG PRODS INC 1,155.0 $265K 0.00% -365.0 -24.0% $229.83
579 XME SPDR SERIES TRUST 2,482.0 $265K 0.00% -274.0 -9.9% $106.94 +12.5%
580 OVV OVINTIV INC Energy 5,016.0 $264K 0.00% -100.0 -1.9% $52.65 +22.5%
Page 29 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%