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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 34 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 JPME J P MORGAN EXCHANGE TRADED F 7,736.0 $961K 0.01% -455.0 -5.5% $124.21 +2.6%
662 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 87,805.0 $959K 0.01% +22K +33.7% $10.92 -11.2%
663 IUSG ISHARES TR 5,097.0 $958K 0.01% $187.94 +2.3%
664 TPR TAPESTRY INC Consumer Cyclical 6,537.0 $957K 0.01% -674.0 -9.3% $146.38 -15.8%
665 GNR SPDR INDEX SHS FDS 14,200.0 $956K 0.01% -174.0 -1.2% $67.31 +16.3%
666 WEC WEC ENERGY GROUP INC Utilities 8,184.0 $956K 0.01% -1K -11.4% $116.78 -9.0%
667 SHM SPDR SERIES TRUST 19,904.0 $955K 0.01% +429.0 +2.2% $47.96 -0.4%
668 BBEU J P MORGAN EXCHANGE TRADED F 12,260.0 $953K 0.01% -1K -7.6% $77.77 +3.4%
669 RSPT INVESCO EXCHANGE TRADED FD T 14,688.0 $947K 0.01% $64.50 +2.0%
670 ENFR ALPS ETF TR 24,829.0 $946K 0.01% $38.10 +4.5%
671 VPL VANGUARD INTL EQUITY INDEX F 8,159.0 $944K 0.01% +4K +86.2% $115.69 +0.1%
672 WDAY WORKDAY INC Technology 7,664.0 $938K 0.01% -1K -13.1% $122.42 +58.1%
673 CLH CLEAN HARBORS INC Industrials 3,140.0 $938K 0.01% -433.0 -12.1% $298.76 +4.4%
674 PRF INVESCO EXCHANGE TRADED FD T 17,340.0 $937K 0.01% $54.03 +3.8%
675 DFAE DIMENSIONAL ETF TRUST 23,262.0 $935K 0.01% $40.21 -0.5%
676 XLB SELECT SECTOR SPDR TR 18,380.0 $934K 0.01% -2K -11.5% $50.83 +4.7%
677 BN BROOKFIELD CORP Financial Services 21,314.0 $931K 0.01% -12K -35.1% $43.67 -5.1%
678 RDVY FIRST TR EXCHANGE TRADED FD 11,458.0 $929K 0.01% +451.0 +4.1% $81.06 +1.7%
679 VIAV VIAVI SOLUTIONS INC Technology 19,395.0 $926K 0.01% $47.75 -19.5%
680 FORM FORMFACTOR INC Technology 5,775.0 $923K 0.01% -104.0 -1.8% $159.90 -31.1%
Page 34 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%