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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 14 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IXN ISHARES TR 27,376.0 $4.0M 0.04% -572.0 -2.0% $144.48 -4.3%
262 AZN ASTRAZENECA PLC Healthcare 20,940.0 $4.0M 0.04% -1K -5.9% $188.80 -12.2%
263 SHW SHERWIN WILLIAMS CO Basic Materials 11,435.0 $3.9M 0.04% -676.0 -5.6% $344.31 +1.1%
264 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 232,239.0 $3.9M 0.04% $16.95 -17.6%
265 BBJP J P MORGAN EXCHANGE TRADED F 52,078.0 $3.9M 0.04% -1K -2.6% $75.31 +2.3%
266 SPOT SPOTIFY TECHNOLOGY S A Communication Services 8,529.0 $3.9M 0.04% +779.0 +10.1% $459.15 +18.7%
267 GLDM WORLD GOLD TR Financial Services 49,184.0 $3.9M 0.04% -1K -2.6% $79.42 +14.5%
268 PSX PHILLIPS 66 Energy 22,990.0 $3.9M 0.04% -691.0 -2.9% $169.05 +44.1%
269 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 47,429.0 $3.8M 0.04% $81.16 -8.9%
270 IYW ISHARES TR 15,242.0 $3.8M 0.04% -504.0 -3.2% $252.22 -2.6%
271 PGR PROGRESSIVE CORP Financial Services 17,426.0 $3.8M 0.04% -1K -7.3% $218.45 +1.9%
272 STT STATE STR CORP Financial Services 22,408.0 $3.8M 0.04% -6K -19.7% $169.60 +14.2%
273 CEG CONSTELLATION ENERGY CORP Utilities 15,159.0 $3.8M 0.04% +5K +50.1% $249.81 +12.3%
274 CRM SALESFORCE INC Technology 24,083.0 $3.8M 0.04% -2K -7.7% $157.11 +29.4%
275 BBCA J P MORGAN EXCHANGE TRADED F 37,803.0 $3.8M 0.04% -1K -2.9% $99.40 +8.3%
276 SHOP SHOPIFY INC Technology 32,836.0 $3.7M 0.04% -13K -28.3% $114.18 +32.6%
277 HONEYWELL INTL INC 16,691.0 $3.7M 0.04% NEW $223.91
278 VRT VERTIV HOLDINGS CO Industrials 11,161.0 $3.7M 0.04% -3K -18.6% $334.79 -22.1%
279 SCHB SCHWAB STRATEGIC TR 128,669.0 $3.7M 0.04% +9K +7.6% $28.96 +2.1%
280 SNPS SYNOPSYS INC Technology 8,352.0 $3.7M 0.04% -547.0 -6.2% $446.07 -8.8%
Page 14 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%