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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 27 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NXPI NXP SEMICONDUCTORS N V Technology 5,009.0 $1.4M 0.01% +424.0 +9.2% $281.06 -18.9%
522 SCMB SCHWAB STRATEGIC TR 54,135.0 $1.4M 0.01% +4K +8.2% $25.82 -2.2%
523 DVY ISHARES TR 8,903.0 $1.4M 0.01% -130.0 -1.4% $156.30 +4.9%
524 LYG LLOYDS BANKING GROUP PLC Financial Services 238,666.0 $1.4M 0.01% +5K +2.3% $5.83 +1.7%
525 VFH VANGUARD WORLD FD 10,491.0 $1.4M 0.01% $131.60 +7.9%
526 CBRE CBRE GROUP INC Real Estate 10,225.0 $1.4M 0.01% +216.0 +2.2% $134.69 +10.6%
527 DISV DIMENSIONAL ETF TRUST 34,251.0 $1.4M 0.01% +8K +31.0% $40.13 +11.6%
528 AEIS ADVANCED ENERGY INDS Industrials 3,671.0 $1.4M 0.01% +2K +98.3% $372.88 -23.6%
529 NULV NUSHARES ETF TR 27,354.0 $1.4M 0.01% $49.99 +8.1%
530 NIC NICOLET BANKSHARES INC Financial Services 8,255.0 $1.4M 0.01% -119.0 -1.4% $165.39 +3.2%
531 FERG FERGUSON ENTERPRISES INC Industrials 5,725.0 $1.4M 0.01% -120.0 -2.0% $238.24 -1.7%
532 VXF VANGUARD INDEX FDS 5,535.0 $1.4M 0.01% $246.20 -0.1%
533 ADBE ADOBE INC Technology 6,646.0 $1.4M 0.01% -2K -25.0% $205.02 +40.0%
534 INTU INTUIT Technology 5,214.0 $1.4M 0.01% -5K -47.5% $260.99 +32.6%
535 FIS FIDELITY NATL INFORMATION SV Technology 34,990.0 $1.4M 0.01% +13K +62.1% $38.88 +4.3%
536 BCS BARCLAYS PLC Financial Services 50,647.0 $1.4M 0.01% +2K +3.4% $26.86 -0.1%
537 AMCOR PLC 31,365.0 $1.4M 0.01% +3K +12.1% $43.35
538 CW CURTISS WRIGHT CORP Industrials 1,793.0 $1.4M 0.01% -205.0 -10.3% $757.78 -19.7%
539 TIP ISHARES TR 12,405.0 $1.4M 0.01% +1K +10.3% $109.43 -1.7%
540 ALKS ALKERMES PLC Healthcare 25,815.0 $1.4M 0.01% +556.0 +2.2% $52.39 -6.3%
Page 27 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%