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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 26 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BAP CREDICORP LTD Financial Services 3,801.0 $1.5M 0.02% +152.0 +4.2% $389.58 -3.4%
502 CAH CARDINAL HEALTH INC Healthcare 6,232.0 $1.5M 0.02% -1K -15.8% $237.58 -0.8%
503 PLXS PLEXUS CORP Technology 4,889.0 $1.5M 0.02% +79.0 +1.6% $300.67 -17.8%
504 HIGHLAND OPPS & INCOME FD 206,145.0 $1.5M 0.02% -12K -5.4% $7.13
505 SYY SYSCO CORP Consumer Defensive 17,580.0 $1.5M 0.02% +172.0 +1.0% $83.58 -0.8%
506 TEL TE CONNECTIVITY PLC Technology 7,280.0 $1.5M 0.02% -1K -13.8% $201.61 +0.5%
507 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 16,879.0 $1.5M 0.02% +1K +9.7% $86.09 +17.6%
508 XEL XCEL ENERGY INC Utilities 18,077.0 $1.5M 0.02% -1K -6.4% $80.30 -4.3%
509 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,989.0 $1.5M 0.02% -379.0 -2.0% $76.40 +4.6%
510 TSN TYSON FOODS INC Consumer Defensive 25,214.0 $1.4M 0.02% -1K -5.3% $57.25 -3.0%
511 BLACKROCK ETF TRUST II 28,868.0 $1.4M 0.02% -2K -5.5% $49.80
512 SOXX ISHARES TR 2,235.0 $1.4M 0.02% $640.76 -18.7%
513 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,729.0 $1.4M 0.02% +40.0 +0.7% $249.96 -7.9%
514 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,608.0 $1.4M 0.02% +2K +41.4% $216.59 -7.8%
515 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,909.0 $1.4M 0.02% -101.0 -2.0% $290.56 -9.6%
516 OKE ONEOK INC NEW Energy 16,377.0 $1.4M 0.02% +2K +17.4% $86.94 +7.2%
517 ACA ARCOSA INC Industrials 9,784.0 $1.4M 0.02% -229.0 -2.3% $145.29 +0.1%
518 ACT ENACT HLDGS INC Financial Services 30,901.0 $1.4M 0.01% $45.71 +7.5%
519 USFR WISDOMTREE TR 28,007.0 $1.4M 0.01% +12K +71.7% $50.35 +0.0%
520 JFLX J P MORGAN EXCHANGE TRADED F 27,957.0 $1.4M 0.01% $50.40 -0.9%
Page 26 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%