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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 5 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TJX TJX COS INC NEW Consumer Cyclical 48,013.0 $7.3M 0.08% -5K -9.4% $151.50 -8.9%
82 XLK SELECT SECTOR SPDR TR 37,583.0 $7.2M 0.08% -3K -6.5% $190.48 -4.4%
83 COF CAPITAL ONE FINL CORP Financial Services 35,136.0 $7.0M 0.08% -3K -9.0% $200.63 +7.7%
84 SHEL SHELL PLC Energy 90,592.0 $7.0M 0.08% -3K -3.5% $77.54 +18.6%
85 FISV FISERV INC Technology 140,832.0 $6.9M 0.08% -994.0 -0.7% $49.10 +5.4%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 163,178.0 $6.9M 0.08% -6K -3.7% $42.34 +19.9%
87 BK BANK OF NY MELLON CORP Financial Services 47,334.0 $6.8M 0.07% -5K -10.3% $144.60 -1.9%
88 VDE VANGUARD WORLD FD 45,277.0 $6.8M 0.07% -235.0 -0.5% $150.13 +17.6%
89 AMGN AMGEN INC Healthcare 18,320.0 $6.6M 0.07% -1K -7.4% $362.11 +21.6%
90 IAU ISHARES GOLD TR Financial Services 86,982.0 $6.6M 0.07% -6K -6.7% $75.51 +14.3%
91 CGDV CAPITAL GROUP DIVIDEND VALUE 130,781.0 $6.5M 0.07% -3K -2.3% $49.43 +1.8%
92 PH PARKER-HANNIFIN CORP Industrials 6,423.0 $6.3M 0.07% -586.0 -8.4% $978.10 +6.6%
93 COP CONOCOPHILLIPS Energy 60,259.0 $6.3M 0.07% -2K -3.4% $103.96 +27.3%
94 NSC NORFOLK SOUTHN CORP Industrials 19,729.0 $6.2M 0.07% -724.0 -3.5% $314.59 +13.1%
95 WDC WESTERN DIGITAL CORP Technology 9,711.0 $6.2M 0.07% -592.0 -5.8% $638.74 -27.3%
96 MCK MCKESSON CORP Healthcare 8,015.0 $6.1M 0.07% -134.0 -1.6% $756.42 +19.0%
97 LOW LOWES COS INC Consumer Cyclical 27,106.0 $6.0M 0.07% -1K -5.0% $220.49 -3.1%
98 SGOL ETFS GOLD TR Financial Services 153,534.0 $5.9M 0.06% -942.0 -0.6% $38.23 +14.3%
99 BLK BLACKROCK INC Financial Services 5,892.0 $5.7M 0.06% -456.0 -7.2% $961.58 +22.2%
100 QCOM QUALCOMM INC Technology 30,512.0 $5.6M 0.06% -2K -7.4% $184.79 -12.9%
Page 5 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%