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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 35 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CAG CONAGRA BRANDS INC Consumer Defensive 68,524.0 $923K 0.01% +594.0 +0.9% $13.46 +19.0%
682 STRL STERLING INFRASTRUCTURE INC Industrials 1,094.0 $918K 0.01% -177.0 -13.9% $839.30 -39.7%
683 ICICI BANK LIMITED 31,575.0 $917K 0.01% +738.0 +2.4% $29.03
684 SYF SYNCHRONY FINANCIAL Financial Services 12,025.0 $915K 0.01% -207.0 -1.7% $76.06 +5.1%
685 OMC OMNICOM GROUP INC Communication Services 12,558.0 $915K 0.01% +1K +10.3% $72.83 +20.7%
686 ETSY INC 12,054.0 $915K 0.01% +2K +15.9% $75.87
687 PAVE GLOBAL X FDS 15,471.0 $913K 0.01% +748.0 +5.1% $59.02 -5.0%
688 TROW PRICE T ROWE GROUP INC Financial Services 8,027.0 $913K 0.01% -658.0 -7.6% $113.69 -1.2%
689 NTRS NORTHERN TR CORP Financial Services 5,210.0 $910K 0.01% +55.0 +1.1% $174.63 +6.7%
690 AMRIZE LTD 17,007.0 $906K 0.01% -221.0 -1.3% $53.30
691 MTB M & T BK CORP Financial Services 3,799.0 $904K 0.01% +228.0 +6.4% $238.01 +0.3%
692 TFLO ISHARES TR 17,816.0 $902K 0.01% -12K -40.6% $50.63 -0.0%
693 SLGN SILGAN HLDGS INC Consumer Cyclical 19,365.0 $898K 0.01% +4K +22.9% $46.39 -9.8%
694 ILMN ILLUMINA INC Healthcare 5,103.0 $897K 0.01% $175.82 +29.5%
695 EMN EASTMAN CHEM CO Basic Materials 13,211.0 $897K 0.01% +253.0 +1.9% $67.87 +7.0%
696 ITM VANECK ETF TRUST 19,049.0 $895K 0.01% $46.99 -2.4%
697 FFIV F5 INC Technology 2,148.0 $893K 0.01% +158.0 +7.9% $415.93 -1.4%
698 RSG REPUBLIC SVCS INC Industrials 4,180.0 $891K 0.01% +259.0 +6.6% $213.07 +2.9%
699 ENS ENERSYS Industrials 3,799.0 $889K 0.01% -1K -21.2% $234.13 -18.4%
700 NEO NEOGENOMICS INC Healthcare 60,940.0 $889K 0.01% +463.0 +0.8% $14.59 +27.8%
Page 35 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%