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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 17 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LUMN LUMEN TECHNOLOGIES INC Communication Services 392,734.0 $3.0M 0.03% $7.68 -21.7%
322 DIVO AMPLIFY ETF TR 65,014.0 $3.0M 0.03% +9K +16.5% $45.70 +6.7%
323 VXUS VANGUARD STAR FDS 34,718.0 $3.0M 0.03% +2K +7.0% $85.49 +2.8%
324 WELL WELLTOWER INC Real Estate 13,006.0 $3.0M 0.03% +215.0 +1.7% $226.98 +7.0%
325 BNDX VANGUARD CHARLOTTE FDS 60,984.0 $3.0M 0.03% -2K -3.8% $48.38 -1.2%
326 DHR DANAHER CORP DEL Healthcare 15,391.0 $2.9M 0.03% -865.0 -5.3% $190.47 +13.4%
327 CI THE CIGNA GROUP Healthcare 10,566.0 $2.9M 0.03% +242.0 +2.3% $275.67 +2.3%
328 AEP AMERICAN ELEC PWR CO INC Utilities 21,286.0 $2.9M 0.03% -129.0 -0.6% $136.81 -9.9%
329 CGUS CAPITAL GROUP CORE EQUITY ET 65,108.0 $2.9M 0.03% -608.0 -0.9% $44.56 +1.5%
330 GD GENERAL DYNAMICS CORP Industrials 8,085.0 $2.9M 0.03% -278.0 -3.3% $354.24 +7.8%
331 CSX CSX CORP Industrials 60,094.0 $2.9M 0.03% -2K -2.5% $47.53 +9.4%
332 DFAU DIMENSIONAL ETF TRUST 55,093.0 $2.8M 0.03% $51.69 +2.7%
333 TGT TARGET CORP Consumer Defensive 21,515.0 $2.8M 0.03% +1K +5.4% $130.61 +25.4%
334 MGC VANGUARD WORLD FD 10,217.0 $2.8M 0.03% +91.0 +0.9% $273.64 +2.5%
335 RIO RIO TINTO PLC Basic Materials 29,411.0 $2.8M 0.03% +1K +4.6% $94.93 +10.2%
336 PZA INVESCO EXCH TRADED FD TR II 118,538.0 $2.8M 0.03% $23.52 -3.3%
337 HSBC HSBC HLDGS PLC Financial Services 29,032.0 $2.8M 0.03% +2K +5.5% $95.09 +9.1%
338 BWA BORGWARNER INC Consumer Cyclical 41,462.0 $2.8M 0.03% +2K +5.5% $66.40 -2.3%
339 DUPONT DE NEMOURS INC 20,111.0 $2.7M 0.03% NEW $135.60
340 SE SEA LTD Consumer Cyclical 28,231.0 $2.7M 0.03% +2K +6.9% $95.83 +24.2%
Page 17 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%