BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 10 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COF CAPITAL ONE FINL CORP Financial Services 35,136.0 $7.0M 0.08% -3K -9.0% $200.63 +7.8%
182 SHEL SHELL PLC Energy 90,592.0 $7.0M 0.08% -3K -3.5% $77.54 +18.9%
183 FISV FISERV INC Technology 140,832.0 $6.9M 0.08% -994.0 -0.7% $49.10 +6.8%
184 VZ VERIZON COMMUNICATIONS INC Communication Services 163,178.0 $6.9M 0.08% -6K -3.7% $42.34 +18.7%
185 APH AMPHENOL CORP Technology 39,002.0 $6.9M 0.07% +3K +9.8% $176.31 -9.9%
186 BK BANK OF NY MELLON CORP Financial Services 47,334.0 $6.8M 0.07% -5K -10.3% $144.60 -1.9%
187 VDE VANGUARD WORLD FD 45,277.0 $6.8M 0.07% -235.0 -0.5% $150.13 +16.7%
188 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 72,333.0 $6.7M 0.07% +3K +5.0% $92.09 -1.9%
189 AMGN AMGEN INC Healthcare 18,320.0 $6.6M 0.07% -1K -7.4% $362.11 +22.1%
190 DUK DUKE ENERGY CORP NEW Utilities 52,131.0 $6.6M 0.07% +619.0 +1.2% $126.58 -3.9%
191 UBER UBER TECHNOLOGIES INC Technology 91,256.0 $6.6M 0.07% +5K +6.3% $72.17 +11.3%
192 IAU ISHARES GOLD TR Financial Services 86,982.0 $6.6M 0.07% -6K -6.7% $75.51 +16.2%
193 SMA SMARTSTOP SELF STORAG REIT I Real Estate 200,728.0 $6.5M 0.07% +22K +12.3% $32.50 +4.8%
194 GVI ISHARES TR 61,460.0 $6.5M 0.07% $106.09 -0.5%
195 CGDV CAPITAL GROUP DIVIDEND VALUE 130,781.0 $6.5M 0.07% -3K -2.3% $49.43 +1.4%
196 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 272,726.0 $6.3M 0.07% +3K +1.3% $23.21 +17.4%
197 PH PARKER-HANNIFIN CORP Industrials 6,423.0 $6.3M 0.07% -586.0 -8.4% $978.10 +3.9%
198 COP CONOCOPHILLIPS Energy 60,259.0 $6.3M 0.07% -2K -3.4% $103.96 +26.8%
199 NSC NORFOLK SOUTHN CORP Industrials 19,729.0 $6.2M 0.07% -724.0 -3.5% $314.59 +11.7%
200 WDC WESTERN DIGITAL CORP Technology 9,711.0 $6.2M 0.07% -592.0 -5.8% $638.74 -29.4%
Page 10 of 85  ·  1,690 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%