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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 24 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DFSV DIMENSIONAL ETF TRUST 43,439.0 $1.7M 0.02% -2K -3.7% $38.79 +3.2%
462 ENB ENBRIDGE INC Energy 30,804.0 $1.7M 0.02% -741.0 -2.4% $54.21 -7.1%
463 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 79,531.0 $1.7M 0.02% -10K -11.3% $20.88 +3.7%
464 DVN DEVON ENERGY CORP NEW Energy 40,164.0 $1.7M 0.02% +18K +78.7% $41.32 +13.3%
465 TDG TRANSDIGM GROUP INC Industrials 1,238.0 $1.6M 0.02% -219.0 -15.0% $1332.43 -9.4%
466 WPM WHEATON PRECIOUS METALS CORP Basic Materials 14,665.0 $1.6M 0.02% -408.0 -2.7% $112.32 +38.9%
467 BSX BOSTON SCIENTIFIC CORP Healthcare 38,473.0 $1.6M 0.02% -9K -18.7% $42.70 +12.8%
468 ED CONSOLIDATED EDISON INC Utilities 14,836.0 $1.6M 0.02% +437.0 +3.0% $110.63 -2.3%
469 TOTALENERGIES SE 21,047.0 $1.6M 0.02% -2K -9.4% $77.76
470 WSO WATSCO INC Industrials 3,882.0 $1.6M 0.02% -365.0 -8.6% $416.76 -24.6%
471 ON ON SEMICONDUCTOR CORP Technology 17,039.0 $1.6M 0.02% +774.0 +4.8% $94.54 -22.6%
472 AFL AFLAC INC Financial Services 13,728.0 $1.6M 0.02% +493.0 +3.7% $117.25 +0.2%
473 EWJ ISHARES INC 17,225.0 $1.6M 0.02% +787.0 +4.8% $93.27 +2.3%
474 EW EDWARDS LIFESCIENCES CORP Healthcare 17,698.0 $1.6M 0.02% +190.0 +1.1% $90.46 +0.4%
475 ARES ARES MANAGEMENT CORPORATION Financial Services 14,280.0 $1.6M 0.02% +827.0 +6.2% $111.31 +27.6%
476 AMP AMERIPRISE FINL INC Financial Services 3,447.0 $1.6M 0.02% -670.0 -16.3% $458.79 +22.1%
477 BKR BAKER HUGHES COMPANY Energy 28,362.0 $1.6M 0.02% -1K -3.6% $55.54 +11.6%
478 FITB FIFTH THIRD BANCORP Financial Services 27,867.0 $1.6M 0.02% +3K +11.8% $56.37 -2.3%
479 ST SENSATA TECHNOLOGIES HLDG PL Technology 32,761.0 $1.6M 0.02% -2K -6.4% $47.74 -10.8%
480 BP BP PLC Energy 42,118.0 $1.6M 0.02% -4K -8.0% $36.97 +15.0%
Page 24 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%