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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 7 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DGRW WISDOMTREE TR 44,321.0 $4.2M 0.05% -7K -13.6% $95.62 +3.8%
122 FDX FEDEX CORP Industrials 13,456.0 $4.2M 0.05% -605.0 -4.3% $314.39 +6.9%
123 TRV TRAVELERS COMPANIES INC Financial Services 12,632.0 $4.2M 0.05% -2K -13.2% $330.13 +12.4%
124 SBUX STARBUCKS CORP Consumer Cyclical 40,788.0 $4.2M 0.05% -357.0 -0.9% $102.20 +6.1%
125 ISRG INTUITIVE SURGICAL INC Healthcare 10,435.0 $4.1M 0.05% -1K -11.4% $397.69 -6.9%
126 APG API GROUP CORP Industrials 95,839.0 $4.1M 0.04% -3K -3.1% $42.35 -2.7%
127 SPEM SPDR INDEX SHS FDS 76,632.0 $4.0M 0.04% -2K -2.2% $51.78 +1.7%
128 IXN ISHARES TR 27,376.0 $4.0M 0.04% -572.0 -2.0% $144.48 -4.0%
129 AZN ASTRAZENECA PLC Healthcare 20,940.0 $4.0M 0.04% -1K -5.9% $188.80 -11.9%
130 SHW SHERWIN WILLIAMS CO Basic Materials 11,435.0 $3.9M 0.04% -676.0 -5.6% $344.31 +1.3%
131 BBJP J P MORGAN EXCHANGE TRADED F 52,078.0 $3.9M 0.04% -1K -2.6% $75.31 +2.3%
132 GLDM WORLD GOLD TR Financial Services 49,184.0 $3.9M 0.04% -1K -2.6% $79.42 +14.5%
133 PSX PHILLIPS 66 Energy 22,990.0 $3.9M 0.04% -691.0 -2.9% $169.05 +43.3%
134 IYW ISHARES TR 15,242.0 $3.8M 0.04% -504.0 -3.2% $252.22 -2.2%
135 PGR PROGRESSIVE CORP Financial Services 17,426.0 $3.8M 0.04% -1K -7.3% $218.45 +1.9%
136 STT STATE STR CORP Financial Services 22,408.0 $3.8M 0.04% -6K -19.7% $169.60 +14.2%
137 CRM SALESFORCE INC Technology 24,083.0 $3.8M 0.04% -2K -7.7% $157.11 +30.9%
138 BBCA J P MORGAN EXCHANGE TRADED F 37,803.0 $3.8M 0.04% -1K -2.9% $99.40 +7.9%
139 SHOP SHOPIFY INC Technology 32,836.0 $3.7M 0.04% -13K -28.3% $114.18 +31.6%
140 VRT VERTIV HOLDINGS CO Industrials 11,161.0 $3.7M 0.04% -3K -18.6% $334.79 -21.2%
Page 7 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%