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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 4 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 75,573.0 $25.9M 0.28% +749.0 +1.0% $343.09 +12.0%
62 PM PHILIP MORRIS INTL INC Consumer Defensive 142,435.0 $25.8M 0.28% -2K -1.5% $180.91 +7.2%
63 DFEM DIMENSIONAL ETF TRUST 632,244.0 $25.7M 0.28% +617K +3923.7% $40.64 -1.1%
64 AGG ISHARES TR 256,008.0 $25.3M 0.28% +5K +2.0% $98.98 -1.0%
65 SCZ ISHARES TR 304,597.0 $25.1M 0.28% -10K -3.0% $82.27 +6.2%
66 VV VANGUARD INDEX FDS 71,475.0 $24.6M 0.27% -1K -1.8% $343.91 +2.6%
67 DGRO ISHARES TR 322,205.0 $24.4M 0.27% $75.79 +5.3%
68 DFAT DIMENSIONAL ETF TRUST 343,578.0 $24.0M 0.26% -2K -0.6% $69.90 +1.9%
69 USRT ISHARES TR 356,874.0 $23.7M 0.26% -30K -7.7% $66.45 +1.7%
70 CVX CHEVRON CORPORATION Energy 139,858.0 $23.2M 0.25% -3K -2.3% $165.76 +20.6%
71 BAI BLACKROCK ETF TRUST 437,840.0 $23.1M 0.25% +385K +726.9% $52.72 -16.9%
72 SCHV SCHWAB STRATEGIC TR 643,100.0 $22.4M 0.25% -11K -1.6% $34.81 +0.3%
73 IVE ISHARES TR 97,220.0 $22.1M 0.24% $227.06 +4.6%
74 AMD ADVANCED MICRO DEVICES INC Technology 37,545.0 $21.8M 0.24% +3K +9.3% $580.83 -17.5%
75 WMT WALMART INC Consumer Defensive 185,796.0 $21.0M 0.23% +2K +1.2% $113.26 -7.0%
76 AMLP ALPS ETF TR 395,348.0 $20.5M 0.23% $51.85 +5.3%
77 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 42,758.0 $20.4M 0.22% +3K +6.9% $477.57 -12.6%
78 KO COCA COLA CO Consumer Defensive 249,593.0 $20.4M 0.22% $81.80 +12.0%
79 CSCO CISCO SYS INC Technology 170,848.0 $20.1M 0.22% -7K -4.1% $117.43 -5.4%
80 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 20,993.0 $19.6M 0.21% +108.0 +0.5% $935.46 +2.6%
Page 4 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%