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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 31 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HMN HORACE MANN EDUCATORS CORP N Financial Services 4,737.0 $245K 0.00% -272.0 -5.4% $51.65 -0.5%
602 VALE VALE S A Basic Materials 16,104.0 $242K 0.00% -1K -6.8% $15.04 +0.8%
603 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 12,756.0 $242K 0.00% -991.0 -7.2% $18.98 -1.2%
604 BCX BLACKROCK RES & COMMODITIES Financial Services 21,259.0 $240K 0.00% -473.0 -2.2% $11.31 +16.1%
605 MTDR MATADOR RES CO Energy 4,828.0 $240K 0.00% -1K -21.7% $49.78 +11.0%
606 MOAT VANECK ETF TRUST 2,301.0 $239K 0.00% -519.0 -18.4% $103.96 +9.5%
607 IGR CBRE GBL REAL ESTATE INC FD Financial Services 51,711.0 $238K 0.00% -4K -8.0% $4.61 +1.1%
608 BWX SPDR SERIES TRUST 10,984.0 $238K 0.00% -5K -29.9% $21.68 +1.2%
609 BMO BANK MONTREAL MEDIUM Financial Services 1,342.0 $237K 0.00% -238.0 -15.1% $176.70 -2.2%
610 LPX LOUISIANA PAC CORP Basic Materials 3,010.0 $237K 0.00% -154.0 -4.9% $78.65 -9.4%
611 SATS ECHOSTAR CORP Technology 2,309.0 $234K 0.00% -1K -31.3% $101.50 -15.9%
612 VERU VERU INC Healthcare 74,813.0 $234K 0.00% -450.0 -0.6% $3.13 -10.5%
613 DOCN DIGITALOCEAN HLDGS INC Technology 1,485.0 $233K 0.00% -6K -80.3% $157.06 -26.8%
614 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,403.0 $233K 0.00% -1K -32.5% $96.86 +6.2%
615 HOPE HOPE BANCORP INC Financial Services 16,842.0 $230K 0.00% -265.0 -1.6% $13.68 +1.7%
616 NGVT INGEVITY CORP Basic Materials 3,070.0 $229K 0.00% -123.0 -3.9% $74.67 -6.8%
617 PAA PLAINS ALL AMERN PIPELINE L Energy 10,193.0 $227K 0.00% -401.0 -3.8% $22.26 +15.1%
618 CTRE CARETRUST REIT INC Real Estate 5,619.0 $227K 0.00% -383.0 -6.4% $40.35 -1.0%
619 MTG MGIC INVT CORP WIS Financial Services 8,028.0 $226K 0.00% -1K -14.8% $28.20 +11.0%
620 GPC GENUINE PARTS CO Consumer Cyclical 1,890.0 $226K 0.00% -568.0 -23.1% $119.52 +16.7%
Page 31 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%