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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 6 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PWR QUANTA SVCS INC Industrials 7,736.0 $5.6M 0.06% -228.0 -2.9% $720.05 -15.1%
102 XLRE SELECT SECTOR SPDR TR 125,974.0 $5.5M 0.06% -6K -4.7% $44.03 +3.0%
103 JPIE J P MORGAN EXCHANGE TRADED F 119,274.0 $5.5M 0.06% -123K -50.7% $46.05 -0.3%
104 T AT&T INC Communication Services 264,865.0 $5.5M 0.06% -16K -5.6% $20.70 +25.5%
105 GILD GILEAD SCIENCES INC Healthcare 42,988.0 $5.4M 0.06% -3K -7.0% $126.34 +17.7%
106 SO SOUTHERN CO Utilities 54,018.0 $5.2M 0.06% -2K -4.3% $95.71 -5.8%
107 TT TRANE TECHNOLOGIES PLC Industrials 10,239.0 $5.0M 0.06% -856.0 -7.7% $491.15 -6.0%
108 VOE VANGUARD INDEX FDS 25,217.0 $5.0M 0.06% -968.0 -3.7% $197.60 +6.0%
109 SMH VANECK ETF TRUST 7,323.0 $4.8M 0.05% -178.0 -2.4% $655.86 -15.5%
110 IWR ISHARES TR 43,505.0 $4.8M 0.05% -2K -4.5% $110.32 +2.6%
111 Q QNITY ELECTRONICS INC Technology 28,820.0 $4.7M 0.05% -250.0 -0.9% $163.22 -22.6%
112 USB US BANCORP Financial Services 77,407.0 $4.7M 0.05% -11K -12.6% $60.40 +4.1%
113 MDLZ MONDELEZ INTL INC Consumer Defensive 79,602.0 $4.6M 0.05% -3K -3.5% $57.84 +9.1%
114 MBB ISHARES TR 48,476.0 $4.6M 0.05% -1K -2.2% $94.54 -1.0%
115 PFM INVESCO EXCHANGE TRADED FD T 81,858.0 $4.5M 0.05% -12K -12.7% $55.45 +3.8%
116 VYM VANGUARD WHITEHALL FDS 28,672.0 $4.5M 0.05% -10K -26.2% $158.03 +4.5%
117 ITW ILLINOIS TOOL WKS INC Industrials 16,200.0 $4.4M 0.05% -2K -8.7% $270.46 +5.3%
118 GLW CORNING INC Technology 17,121.0 $4.4M 0.05% -5K -22.6% $255.43 -41.8%
119 DFAX DIMENSIONAL ETF TRUST 115,878.0 $4.3M 0.05% -2K -1.5% $36.84 +4.0%
120 PFE PFIZER INC Healthcare 176,708.0 $4.3M 0.05% -6K -3.4% $24.08 +17.5%
Page 6 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%