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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 8 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNPS SYNOPSYS INC Technology 8,352.0 $3.7M 0.04% -547.0 -6.2% $446.07 -8.7%
142 CMCSA COMCAST CORP NEW Communication Services 151,487.0 $3.7M 0.04% -32K -17.2% $24.55 +10.2%
143 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 53,516.0 $3.7M 0.04% -538.0 -1.0% $68.76 +914.3%
144 MET METLIFE INC Financial Services 42,550.0 $3.6M 0.04% -4K -7.6% $84.61 +13.8%
145 IWP ISHARES TR 24,326.0 $3.6M 0.04% -1K -5.1% $146.41 -2.9%
146 MPC MARATHON PETE CORP Energy 13,866.0 $3.5M 0.04% -967.0 -6.5% $255.68 +42.4%
147 SPG SIMON PPTY GROUP INC NEW Real Estate 15,799.0 $3.5M 0.04% -384.0 -2.4% $223.67 -2.5%
148 FFBC 1ST FINL BANCORP Financial Services 103,952.0 $3.5M 0.04% -766.0 -0.7% $33.83 -3.2%
149 XLF SELECT SECTOR SPDR TR 65,578.0 $3.5M 0.04% -981.0 -1.5% $53.61 +8.6%
150 ACGL ARCH CAP GROUP LTD Financial Services 36,052.0 $3.5M 0.04% -13K -26.4% $97.06 +3.7%
151 SYK STRYKER CORPORATION Healthcare 10,956.0 $3.4M 0.04% -2K -13.1% $314.83 +5.0%
152 REGN REGENERON PHARMACEUTICALS Healthcare 5,514.0 $3.4M 0.04% -661.0 -10.7% $623.52 +32.0%
153 VOT VANGUARD INDEX FDS 10,960.0 $3.4M 0.04% -583.0 -5.0% $306.29 -0.7%
154 VIG VANGUARD SPECIALIZED FUNDS 14,085.0 $3.3M 0.04% -3K -17.1% $236.62 +3.1%
155 MDT MEDTRONIC PLC Healthcare 42,398.0 $3.3M 0.04% -17K -28.5% $78.39 +17.2%
156 URI UNITED RENTALS INC Industrials 2,923.0 $3.3M 0.04% -162.0 -5.2% $1132.97 -6.7%
157 BNDX VANGUARD CHARLOTTE FDS 60,984.0 $3.0M 0.03% -2K -3.8% $48.38 -1.2%
158 DHR DANAHER CORP DEL Healthcare 15,391.0 $2.9M 0.03% -865.0 -5.3% $190.47 +13.0%
159 AEP AMERICAN ELEC PWR CO INC Utilities 21,286.0 $2.9M 0.03% -129.0 -0.6% $136.81 -9.8%
160 CGUS CAPITAL GROUP CORE EQUITY ET 65,108.0 $2.9M 0.03% -608.0 -0.9% $44.56 +1.1%
Page 8 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%