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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 40 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NOBL PROSHARES TR 13,368.0 $751K 0.01% +7K +100.4% $56.16 +3.9%
782 ARGX ARGENX SE Healthcare 809.0 $750K 0.01% +135.0 +20.0% $927.63 +10.3%
783 MLI MUELLER INDS INC Industrials 9,106.0 $749K 0.01% +4K +91.5% $82.25 -23.7%
784 HBAN HUNTINGTON BANCSHARES INC Financial Services 41,663.0 $747K 0.01% +2K +4.1% $17.93 -5.6%
785 DBC INVESCO DB COMMDY INDX TRCK Financial Services 27,954.0 $745K 0.01% $26.66 +15.5%
786 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 30,406.0 $743K 0.01% +922.0 +3.1% $24.44 -5.9%
787 CRUS CIRRUS LOGIC INC Technology 4,995.0 $742K 0.01% -72.0 -1.4% $148.52 -27.0%
788 VBIL VANGUARD INSTL INDEX FD 9,776.0 $740K 0.01% +49.0 +0.5% $75.68 +0.0%
789 VLUE ISHARES TR 3,686.0 $736K 0.01% -38.0 -1.0% $199.81 +0.7%
790 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,045.0 $734K 0.01% +77.0 +2.6% $240.94 +1.5%
791 CGGO CAPITAL GROUP GBL GROWTH EQT 17,241.0 $730K 0.01% $42.33 -4.5%
792 PYPL PAYPAL HLDGS INC Financial Services 16,881.0 $729K 0.01% -3K -15.4% $43.18 +24.3%
793 NDAQ NASDAQ INC Financial Services 9,236.0 $728K 0.01% +571.0 +6.6% $78.82 +26.0%
794 RELX RELX PLC Communication Services 22,975.0 $728K 0.01% -4K -16.3% $31.67 +15.4%
795 STM STMICROELECTRONICS N V Technology 9,697.0 $726K 0.01% +2K +19.7% $74.89 -34.1%
796 IEI ISHARES TR 6,179.0 $726K 0.01% -59.0 -0.9% $117.45 -1.1%
797 MOOG INC 1,705.0 $722K 0.01% +519.0 +43.8% $423.75
798 OKTA OKTA INC Technology 5,293.0 $722K 0.01% -399.0 -7.0% $136.44 +21.8%
799 RDDT REDDIT INC Communication Services 4,145.0 $720K 0.01% +3K +152.1% $173.59 -11.9%
800 FIX COMFORT SYS USA INC Industrials 363.0 $718K 0.01% -67.0 -15.6% $1979.17 -23.3%
Page 40 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%