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 16 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UNILEVER PLC 56,994.0 $3.4M 0.04% +3K +5.8% $60.12
302 OHI OMEGA HEALTHCARE INVS INC Real Estate 71,334.0 $3.4M 0.04% +481.0 +0.7% $47.69 -1.3%
303 VOT VANGUARD INDEX FDS 10,960.0 $3.4M 0.04% -583.0 -5.0% $306.29 -0.2%
304 VIG VANGUARD SPECIALIZED FUNDS 14,085.0 $3.3M 0.04% -3K -17.1% $236.62 +3.3%
305 MDT MEDTRONIC PLC Healthcare 42,398.0 $3.3M 0.04% -17K -28.5% $78.39 +17.9%
306 URI UNITED RENTALS INC Industrials 2,923.0 $3.3M 0.04% -162.0 -5.2% $1132.97 -6.8%
307 CL COLGATE PALMOLIVE CO Consumer Defensive 35,449.0 $3.3M 0.04% +1K +3.5% $91.68 +0.4%
308 SNA SNAP ON INC Industrials 8,026.0 $3.2M 0.04% +159.0 +2.0% $402.39 -1.2%
309 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,474.0 $3.2M 0.04% +308.0 +5.0% $496.73 +10.5%
310 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9,173.0 $3.2M 0.04% $350.06 -7.7%
311 BYD BOYD GAMING CORP Consumer Cyclical 36,296.0 $3.2M 0.04% +1K +3.5% $88.33 -8.2%
312 TFI SPDR SERIES TRUST 68,608.0 $3.1M 0.03% +601.0 +0.9% $45.80 -2.2%
313 DRI DARDEN RESTAURANTS INC Consumer Cyclical 15,030.0 $3.1M 0.03% +837.0 +5.9% $206.00 +6.5%
314 JTEK J P MORGAN EXCHANGE TRADED F 27,742.0 $3.1M 0.03% +3K +12.1% $111.55 -11.6%
315 VLO VALERO ENERGY CORP Energy 11,826.0 $3.1M 0.03% +325.0 +2.8% $260.46 +33.7%
316 SDY SPDR SERIES TRUST 20,214.0 $3.1M 0.03% $152.18 +4.3%
317 IEF ISHARES TR 32,444.0 $3.1M 0.03% +667.0 +2.1% $94.60 -1.4%
318 MGV VANGUARD WORLD FD 18,606.0 $3.0M 0.03% $163.45 +3.2%
319 APP APPLOVIN CORP Technology 5,889.0 $3.0M 0.03% +508.0 +9.4% $515.24 -39.9%
320 SLB SLB LIMITED Energy 65,235.0 $3.0M 0.03% +6K +10.3% $46.49 +15.2%
Page 16 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%