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 11 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NVS NOVARTIS AG Healthcare 39,193.0 $6.1M 0.07% +582.0 +1.5% $156.72 +0.7%
202 MCK MCKESSON CORP Healthcare 8,015.0 $6.1M 0.07% -134.0 -1.6% $756.42 +20.2%
203 LOW LOWES COS INC Consumer Cyclical 27,106.0 $6.0M 0.07% -1K -5.0% $220.49 -2.5%
204 TMO THERMO FISHER SCIENTIFIC INC Healthcare 11,918.0 $6.0M 0.07% +690.0 +6.2% $501.35 +25.4%
205 SGOL ETFS GOLD TR Financial Services 153,534.0 $5.9M 0.06% -942.0 -0.6% $38.23 +15.0%
206 NVO NOVO-NORDISK A S Healthcare 121,486.0 $5.8M 0.06% +15K +13.7% $47.94 -0.7%
207 SCHA SCHWAB STRATEGIC TR 157,682.0 $5.7M 0.06% +12K +8.3% $36.13 -4.0%
208 BLK BLACKROCK INC Financial Services 5,892.0 $5.7M 0.06% -456.0 -7.2% $961.58 +22.7%
209 EPD ENTERPRISE PRODS PARTNERS L 154,111.0 $5.7M 0.06% +6K +3.8% $36.76
210 QCOM QUALCOMM INC Technology 30,512.0 $5.6M 0.06% -2K -7.4% $184.79 -12.3%
211 SPDW SPDR INDEX SHS FDS 111,285.0 $5.6M 0.06% +964.0 +0.9% $50.39 +3.8%
212 GPIX GOLDMAN SACHS ETF TR 100,455.0 $5.6M 0.06% +7K +7.4% $55.57 +1.0%
213 PWR QUANTA SVCS INC Industrials 7,736.0 $5.6M 0.06% -228.0 -2.9% $720.05 -15.5%
214 XLRE SELECT SECTOR SPDR TR 125,974.0 $5.5M 0.06% -6K -4.7% $44.03 +3.1%
215 EMR EMERSON ELEC CO Industrials 38,601.0 $5.5M 0.06% $143.15 +10.0%
216 JPIE J P MORGAN EXCHANGE TRADED F 119,274.0 $5.5M 0.06% -123K -50.7% $46.05 -0.3%
217 T AT&T INC Communication Services 264,865.0 $5.5M 0.06% -16K -5.6% $20.70 +24.4%
218 GILD GILEAD SCIENCES INC Healthcare 42,988.0 $5.4M 0.06% -3K -7.0% $126.34 +16.8%
219 GOVT ISHARES TR 236,265.0 $5.4M 0.06% +20K +9.3% $22.78 -1.1%
220 JSML JANUS DETROIT STR TR 56,418.0 $5.2M 0.06% NEW $93.06 -3.1%
Page 11 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%