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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 32 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FPF FIRST TR INTER DURATN PFD & Financial Services 12,407.0 $225K 0.00% -515.0 -4.0% $18.17 -2.2%
622 DCI DONALDSON INC Industrials 2,484.0 $223K 0.00% -612.0 -19.8% $89.75 +6.1%
623 KMPR KEMPER CORP Financial Services 8,218.0 $222K 0.00% -789.0 -8.8% $26.96 +5.4%
624 BCPC BALCHEM CORP Basic Materials 1,311.0 $221K 0.00% -49.0 -3.6% $168.95 +6.4%
625 MKC MCCORMICK & CO INC Consumer Defensive 4,369.0 $220K 0.00% -2K -32.1% $50.41 +9.3%
626 CLX CLOROX CO DEL Consumer Defensive 2,293.0 $219K 0.00% -847.0 -27.0% $95.44 +9.2%
627 CGW INVESCO EXCH TRADED FD TR II 3,319.0 $218K 0.00% -124.0 -3.6% $65.73 +0.0%
628 AMERICA MOVIL SAB DE CV 8,349.0 $217K 0.00% -9K -52.1% $25.99
629 CNR CORE NATURAL RESOURCES INC Energy 2,685.0 $215K 0.00% -25.0 -0.9% $80.02 +22.6%
630 PODD INSULET CORP Healthcare 1,398.0 $213K 0.00% -674.0 -32.5% $152.27 -5.8%
631 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,429.0 $212K 0.00% -350.0 -19.7% $148.69 +20.2%
632 QMAR FIRST TR EXCHNG TRADED FD VI 5,683.0 $212K 0.00% -1K -18.8% $37.24 +1.2%
633 AN AUTONATION INC Consumer Cyclical 1,127.0 $209K 0.00% -716.0 -38.9% $185.73 +5.8%
634 ECG EVERUS CONSTR GROUP Industrials 1,252.0 $208K 0.00% -2K -61.3% $165.97 -27.0%
635 LNC LINCOLN NATL CORP IND Financial Services 5,877.0 $208K 0.00% -1K -14.9% $35.33 +22.6%
636 WRB BERKLEY W R CORP Financial Services 2,896.0 $207K 0.00% -1K -30.0% $71.43 -3.9%
637 CX CEMEX SA EURO MTN BE 144A Basic Materials 16,955.0 $203K 0.00% -600.0 -3.4% $12.00 -8.5%
638 IBDR ISHARES TR 8,389.0 $203K 0.00% -534.0 -6.0% $24.23 -0.0%
639 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,358.0 $203K 0.00% -104.0 -4.2% $86.20 -2.8%
640 IBDS ISHARES TR 8,376.0 $203K 0.00% -531.0 -6.0% $24.22 -0.0%
Page 32 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%