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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 29 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ACWX ISHARES TR 16,624.0 $1.3M 0.01% -1K -5.9% $76.11 +2.3%
562 CBOE CBOE GLOBAL MKTS INC Financial Services 5,204.0 $1.3M 0.01% -59.0 -1.1% $242.67 +29.1%
563 BBY BEST BUY INC Consumer Cyclical 16,639.0 $1.3M 0.01% +2K +16.7% $75.88 +10.2%
564 UMBF UMB FINL CORP Financial Services 8,799.0 $1.3M 0.01% +462.0 +5.5% $143.18 +1.0%
565 ONB OLD NATL BANCORP IND Financial Services 48,625.0 $1.3M 0.01% +467.0 +1.0% $25.90 -0.2%
566 FANG DIAMONDBACK ENERGY INC Energy 7,160.0 $1.3M 0.01% -37.0 -0.5% $175.78 +14.2%
567 A AGILENT TECHNOLOGIES INC Healthcare 9,423.0 $1.3M 0.01% +1K +14.2% $132.83 +18.3%
568 UGI UGI CORP NEW Utilities 35,816.0 $1.3M 0.01% -8K -17.6% $34.93 +10.0%
569 ADSK AUTODESK INC Technology 6,364.0 $1.2M 0.01% -806.0 -11.2% $194.42 +39.6%
570 TZA DIREXION SHARES ETF TRUST 324,419.0 $1.2M 0.01% $3.79 +909.1%
571 ROP ROPER TECHNOLOGIES INC Industrials 3,631.0 $1.2M 0.01% -173.0 -4.5% $338.35 +24.3%
572 AEM AGNICO EAGLE MINES LTD Basic Materials 7,902.0 $1.2M 0.01% -2K -19.8% $155.14 +38.7%
573 MCHP MICROCHIP TECHNOLOGY INC. Technology 13,412.0 $1.2M 0.01% +2K +14.8% $91.20 -17.9%
574 JBL JABIL INC Technology 3,168.0 $1.2M 0.01% -126.0 -3.8% $385.46 -19.2%
575 SBCF SEACOAST BKG CORP FLA Financial Services 36,538.0 $1.2M 0.01% +926.0 +2.6% $33.25 +3.1%
576 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 35,789.0 $1.2M 0.01% +727.0 +2.1% $33.88 +11.3%
577 BXP BXP INC Real Estate 18,117.0 $1.2M 0.01% +259.0 +1.4% $66.32 +5.6%
578 AZO AUTOZONE INC Consumer Cyclical 376.0 $1.2M 0.01% -17.0 -4.3% $3193.32 -8.0%
579 IJS ISHARES TR 8,768.0 $1.2M 0.01% -904.0 -9.3% $136.64 +1.1%
580 CATY CATHAY GEN BANCORP Financial Services 19,228.0 $1.2M 0.01% +2K +11.0% $61.99 +0.1%
Page 29 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%