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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 15 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CMCSA COMCAST CORP NEW Communication Services 151,487.0 $3.7M 0.04% -32K -17.2% $24.55 +10.2%
282 NOW SERVICENOW INC Technology 37,381.0 $3.7M 0.04% $99.28 +25.9%
283 MINT PIMCO ETF TR 36,779.0 $3.7M 0.04% $100.81 -0.0%
284 XLE SELECT SECTOR SPDR TR 69,587.0 $3.7M 0.04% +1K +1.8% $53.11 +18.5%
285 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 53,516.0 $3.7M 0.04% -538.0 -1.0% $68.76 +915.2%
286 NOC NORTHROP GRUMMAN CORP Industrials 7,217.0 $3.7M 0.04% +2K +46.6% $509.30 +8.5%
287 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 145,115.0 $3.6M 0.04% +19K +15.2% $25.06 +16.0%
288 MET METLIFE INC Financial Services 42,550.0 $3.6M 0.04% -4K -7.6% $84.61 +14.1%
289 RNR RENAISSANCERE HLDGS LTD Financial Services 11,275.0 $3.6M 0.04% +508.0 +4.7% $316.90 +5.1%
290 IWP ISHARES TR 24,326.0 $3.6M 0.04% -1K -5.1% $146.41 -2.8%
291 MPC MARATHON PETE CORP Energy 13,866.0 $3.5M 0.04% -967.0 -6.5% $255.68 +42.6%
292 SPG SIMON PPTY GROUP INC NEW Real Estate 15,799.0 $3.5M 0.04% -384.0 -2.4% $223.67 -2.4%
293 FFBC 1ST FINL BANCORP Financial Services 103,952.0 $3.5M 0.04% -766.0 -0.7% $33.83 -3.2%
294 XLF SELECT SECTOR SPDR TR 65,578.0 $3.5M 0.04% -981.0 -1.5% $53.61 +8.6%
295 ACGL ARCH CAP GROUP LTD Financial Services 36,052.0 $3.5M 0.04% -13K -26.4% $97.06 +3.9%
296 CEF SPROTT ASSET MANAGEMENT LP Financial Services 86,438.0 $3.5M 0.04% $40.23 +16.6%
297 SYK STRYKER CORPORATION Healthcare 10,956.0 $3.4M 0.04% -2K -13.1% $314.83 +4.9%
298 UBS UBS GROUP AG Financial Services 69,570.0 $3.4M 0.04% +505.0 +0.7% $49.56 +9.9%
299 REGN REGENERON PHARMACEUTICALS Healthcare 5,514.0 $3.4M 0.04% -661.0 -10.7% $623.52 +31.9%
300 HONEYWELL AEROSPACE INC 15,523.0 $3.4M 0.04% NEW $221.07
Page 15 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%