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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 25 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VSGX VANGUARD WORLD FD 18,900.0 $1.6M 0.02% +1K +5.6% $82.34 +1.4%
482 VGK VANGUARD INTL EQUITY INDEX F 17,436.0 $1.5M 0.02% $88.54 +3.9%
483 HAS HASBRO INC Consumer Cyclical 18,680.0 $1.5M 0.02% -1K -5.2% $82.59 +15.1%
484 MELI MERCADOLIBRE INC Consumer Cyclical 906.0 $1.5M 0.02% -66.0 -6.8% $1697.83 +15.1%
485 YUM YUM BRANDS INC Consumer Cyclical 9,548.0 $1.5M 0.02% +259.0 +2.8% $159.87 -4.9%
486 EL LAUDER ESTEE COS INC Consumer Defensive 19,320.0 $1.5M 0.02% -392.0 -2.0% $78.95 +34.4%
487 O REALTY INCOME CORP Real Estate 24,586.0 $1.5M 0.02% -3K -12.3% $61.97 -0.5%
488 SUSA ISHARES TR 9,844.0 $1.5M 0.02% -127.0 -1.3% $154.30 +3.1%
489 IEUR ISHARES TR 20,180.0 $1.5M 0.02% -336.0 -1.6% $75.17 +3.5%
490 WBD WARNER BROS DISCOVERY INC Communication Services 56,772.0 $1.5M 0.02% +3K +4.7% $26.66 +7.7%
491 CTAS CINTAS CORP Industrials 8,887.0 $1.5M 0.02% -908.0 -9.3% $170.08 +19.5%
492 IRM IRON MTN INC DEL Real Estate 11,860.0 $1.5M 0.02% -764.0 -6.0% $127.22 -3.3%
493 BE BLOOM ENERGY CORP Industrials 4,949.0 $1.5M 0.02% +701.0 +16.5% $302.65 -27.7%
494 ING ING GROEP N.V. Financial Services 47,535.0 $1.5M 0.02% +2K +3.8% $31.38 +11.8%
495 CMDT PIMCO ETF TR 48,595.0 $1.5M 0.02% $30.67 +9.6%
496 LITE LUMENTUM HLDGS INC Technology 1,737.0 $1.5M 0.02% +1K +214.1% $857.98 +8.4%
497 SCHH SCHWAB STRATEGIC TR 62,930.0 $1.5M 0.02% -1K -1.7% $23.68 +1.0%
498 NEBIUS GROUP N.V. 5,382.0 $1.5M 0.02% +195.0 +3.8% $276.18
499 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 19,807.0 $1.5M 0.02% -1K -5.6% $74.81 -3.2%
500 ET ENERGY TRANSFER L P Energy 77,464.0 $1.5M 0.02% +12K +18.8% $19.12 +11.1%
Page 25 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%