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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 23 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GM GENERAL MTRS CO Consumer Cyclical 23,338.0 $1.8M 0.02% -1K -5.3% $77.08 +12.0%
442 SPTL SPDR SERIES TRUST 68,221.0 $1.8M 0.02% -9K -11.2% $26.23 -3.1%
443 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 27,913.0 $1.8M 0.02% +1K +4.0% $64.01 +14.5%
444 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,091.0 $1.8M 0.02% -826.0 -21.1% $576.74 -7.7%
445 SNOW SNOWFLAKE INC Technology 6,995.0 $1.8M 0.02% -4K -34.0% $254.40 +24.0%
446 AEE AMEREN CORP Utilities 15,686.0 $1.8M 0.02% +520.0 +3.4% $113.04 -4.7%
447 TOST TOAST INC Technology 63,354.0 $1.8M 0.02% $27.82 +32.9%
448 FAST FASTENAL CO Industrials 36,375.0 $1.7M 0.02% -825.0 -2.2% $48.03 +6.5%
449 EOG EOG RES INC Energy 13,429.0 $1.7M 0.02% -306.0 -2.2% $129.74 +11.6%
450 ALL ALLSTATE CORP Financial Services 7,278.0 $1.7M 0.02% -293.0 -3.9% $239.02 +9.5%
451 VYMI VANGUARD WHITEHALL FDS 17,638.0 $1.7M 0.02% -3K -14.8% $98.20 +7.5%
452 NET CLOUDFLARE INC Technology 7,060.0 $1.7M 0.02% +404.0 +6.1% $245.27 +16.2%
453 SHY ISHARES TR 21,042.0 $1.7M 0.02% -933.0 -4.2% $82.11 -0.1%
454 TFC TRUIST FINL CORP Financial Services 34,638.0 $1.7M 0.02% +1K +3.5% $49.82 +1.7%
455 HLN HALEON PLC Healthcare 184,502.0 $1.7M 0.02% -14K -6.8% $9.33 +9.0%
456 STIP ISHARES TR 16,784.0 $1.7M 0.02% -2K -9.1% $102.16 -1.2%
457 PCAR PACCAR INC Industrials 14,236.0 $1.7M 0.02% -902.0 -6.0% $120.12 +7.6%
458 MPWR MONOLITHIC PWR SYS INC Technology 1,231.0 $1.7M 0.02% +8.0 +0.7% $1382.43 -5.7%
459 ORI OLD REP INTL CORP Financial Services 41,541.0 $1.7M 0.02% $40.92 +3.7%
460 AMT AMERICAN TOWER CORP Real Estate 10,346.0 $1.7M 0.02% -2K -13.5% $163.58 +7.4%
Page 23 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%