BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 45 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 VEEV VEEVA SYS INC Healthcare 3,438.0 $610K 0.01% -832.0 -19.5% $177.47 +55.9%
882 WTM WHITE MTNS INS GROUP LTD Financial Services 294.0 $610K 0.01% -52.0 -15.0% $2073.33 +3.0%
883 NTAP NETAPP INC Technology 3,937.0 $609K 0.01% NEW $154.77 +20.8%
884 CCK CROWN HLDGS INC Consumer Cyclical 5,449.0 $609K 0.01% -2K -26.1% $111.81 +5.9%
885 LBRT LIBERTY ENERGY INC Energy 23,251.0 $609K 0.01% $26.19 -27.4%
886 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,593.0 $606K 0.01% $168.53 -8.6%
887 VTR VENTAS INC Real Estate 6,801.0 $604K 0.01% -630.0 -8.5% $88.80 +3.4%
888 WKC WORLD KINECT CORPORATION Energy 18,327.0 $604K 0.01% +5K +33.3% $32.94 +7.6%
889 RHI ROBERT HALF INC. Industrials 19,652.0 $604K 0.01% +8K +73.8% $30.71 +47.5%
890 DLN WISDOMTREE TR 6,259.0 $603K 0.01% -6K -50.5% $96.31 +4.5%
891 KN KNOWLES CORP Technology 14,511.0 $602K 0.01% +2K +15.7% $41.48 -17.5%
892 RWM PROSHARES TR 45,238.0 $601K 0.01% -261.0 -0.6% $13.29 +2.3%
893 WBS WEBSTER FINL CORP Financial Services 7,861.0 $601K 0.01% +241.0 +3.2% $76.42 +1.5%
894 RKT ROCKET COS INC Financial Services 37,928.0 $597K 0.01% -23K -38.2% $15.75 -12.6%
895 NTRA NATERA INC Healthcare 2,178.0 $591K 0.01% +184.0 +9.2% $271.44 +20.2%
896 XAR SPDR SERIES TRUST 2,083.0 $591K 0.01% -63.0 -2.9% $283.74 -7.7%
897 WAT WATERS CORP Healthcare 1,575.0 $591K 0.01% -315.0 -16.7% $375.13 +10.5%
898 VIRTUS CONVERTIBLE & INCOME 33,521.0 $590K 0.01% NEW $17.59
899 ZM ZOOM COMMUNICATIONS INC Technology 6,823.0 $589K 0.01% -85.0 -1.2% $86.31 +14.0%
900 ES EVERSOURCE ENERGY Utilities 8,144.0 $589K 0.01% +147.0 +1.8% $72.28 -2.0%
Page 45 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%