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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 19 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ECL ECOLAB INC Basic Materials 8,546.0 $2.4M 0.03% +1K +13.6% $278.61 +4.3%
362 DUHP DIMENSIONAL ETF TRUST 56,891.0 $2.4M 0.03% -3K -5.7% $41.73 +1.8%
363 CANADIAN PACIFIC KANSAS CITY 27,380.0 $2.4M 0.03% -722.0 -2.6% $86.65
364 FS SPECIALTY LENDING FD 211,125.0 $2.4M 0.03% +20K +10.3% $11.15
365 OXY OCCIDENTAL PETE CORP Energy 48,434.0 $2.4M 0.03% -3K -5.4% $48.57 +20.7%
366 EXPE EXPEDIA GROUP INC Consumer Cyclical 9,172.0 $2.3M 0.03% +265.0 +3.0% $255.89 +30.3%
367 D DOMINION ENERGY INC Utilities 34,244.0 $2.3M 0.03% +1K +4.1% $68.29 -2.0%
368 KR KROGER CO Consumer Defensive 42,013.0 $2.3M 0.03% $55.53 +5.4%
369 HDV ISHARES TR 85,021.0 $2.3M 0.03% +68K +400.1% $27.41 +8.5%
370 ROKU ROKU INC Communication Services 16,840.0 $2.3M 0.03% +12K +251.8% $138.14 +14.8%
371 DHI D R HORTON INC Consumer Cyclical 14,281.0 $2.3M 0.03% +121.0 +0.8% $162.88 -8.4%
372 UAL UNITED AIRLS HLDGS INC Industrials 17,003.0 $2.3M 0.03% +6K +48.8% $135.99 -15.6%
373 HWKN HAWKINS INC Basic Materials 16,186.0 $2.3M 0.03% -7K -30.7% $142.10 -16.6%
374 EBAY EBAY INC. Consumer Cyclical 20,492.0 $2.3M 0.03% +848.0 +4.3% $111.75 -6.8%
375 CDNS CADENCE DESIGN SYSTEM INC Technology 6,098.0 $2.3M 0.03% -943.0 -13.4% $375.34 -10.8%
376 AVY AVERY DENNISON CORP Industrials 13,976.0 $2.3M 0.03% +170.0 +1.2% $162.36 +12.3%
377 PRU PRUDENTIAL FINL INC Financial Services 21,013.0 $2.3M 0.03% -348.0 -1.6% $107.93 +11.4%
378 XLU SELECT SECTOR SPDR TR 49,937.0 $2.3M 0.03% -766.0 -1.5% $45.34 -4.0%
379 HUM HUMANA INC Healthcare 5,682.0 $2.3M 0.03% +1K +23.1% $397.24 -1.6%
380 SONY SONY GROUP CORP Technology 112,501.0 $2.3M 0.03% -5K -4.1% $20.06 +20.2%
Page 19 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%