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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 30 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 VTEB VANGUARD MUN BD FDS 23,465.0 $1.2M 0.01% +5K +26.4% $50.58 -2.2%
582 NUEM NUSHARES ETF TR 27,940.0 $1.2M 0.01% $42.44 +0.7%
583 TRP TC ENERGY CORP Energy 17,870.0 $1.2M 0.01% +12K +182.5% $66.33 -6.5%
584 CLS CELESTICA INC Technology 3,245.0 $1.2M 0.01% +2K +94.5% $364.80 -13.0%
585 FRMI FERMI INC Utilities 129,192.0 $1.2M 0.01% +114K +752.8% $9.16 -40.5%
586 ELAN ELANCO ANIMAL HEALTH INC Healthcare 47,850.0 $1.2M 0.01% -250.0 -0.5% $24.61 -0.4%
587 HUBB HUBBELL INC Industrials 2,244.0 $1.2M 0.01% -116.0 -4.9% $523.14 -10.1%
588 KKR KKR & CO INC 12,737.0 $1.2M 0.01% +456.0 +3.7% $91.78
589 SHV ISHARES TR 10,587.0 $1.2M 0.01% -70.0 -0.7% $110.35 +0.0%
590 EXC EXELON CORP Utilities 24,951.0 $1.2M 0.01% -3K -10.7% $46.62 -5.7%
591 EME EMCOR GROUP INC Industrials 1,395.0 $1.2M 0.01% +38.0 +2.8% $829.57 -6.6%
592 IBIT ISHARES BITCOIN TRUST ETF Financial Services 34,717.0 $1.2M 0.01% -733.0 -2.1% $33.29 +36.0%
593 FEDEX FGHT HLDG CO INC 7,547.0 $1.1M 0.01% NEW $151.00
594 LVHI LEGG MASON ETF INVT 28,061.0 $1.1M 0.01% -414.0 -1.4% $40.59 +5.2%
595 FTV FORTIVE CORP Technology 18,484.0 $1.1M 0.01% +358.0 +2.0% $61.15 -2.0%
596 POWL POWELL INDS INC Industrials 3,006.0 $1.1M 0.01% +1K +86.8% $375.26 -48.7%
597 CARNIVAL CORP LTD 39,440.0 $1.1M 0.01% NEW $28.57
598 SANM SANMINA CORP Technology 4,436.0 $1.1M 0.01% -444.0 -9.1% $253.08 -19.7%
599 MSI MOTOROLA SOLUTIONS INC Technology 2,703.0 $1.1M 0.01% -619.0 -18.6% $415.23 +17.2%
600 VEU VANGUARD INTL EQUITY INDEX F 13,396.0 $1.1M 0.01% -273.0 -2.0% $83.75 +2.5%
Page 30 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%