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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 46 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 DFGP DIMENSIONAL ETF TRUST 10,798.0 $588K 0.01% -233.0 -2.1% $54.46 -2.2%
902 BOTZ GLOBAL X FDS 15,473.0 $587K 0.01% $37.96 -5.9%
903 CARG CARGURUS INC Consumer Cyclical 17,112.0 $583K 0.01% -430.0 -2.5% $34.09 +7.5%
904 CRH PLC 5,419.0 $583K 0.01% -4K -43.7% $107.49
905 IGIB ISHARES TR 10,937.0 $582K 0.01% $53.23 -1.9%
906 ITGR INTEGER HLDGS CORP Healthcare 6,208.0 $580K 0.01% NEW $93.44 +34.2%
907 HDB HDFC BANK LTD Financial Services 22,445.0 $580K 0.01% -23K -50.2% $25.83 -10.9%
908 ICLR ICON PUB LTD CO Healthcare 3,336.0 $579K 0.01% $173.71 -2.4%
909 EPR EPR PPTYS Real Estate 9,984.0 $579K 0.01% -247.0 -2.4% $58.03 +2.6%
910 CORPAY INC 1,736.0 $579K 0.01% +194.0 +12.6% $333.28
911 TTMI TTM TECHNOLOGIES INC Technology 3,083.0 $577K 0.01% -8K -71.8% $187.02 -36.4%
912 PKG PACKAGING CORP AMER Consumer Cyclical 2,416.0 $576K 0.01% -167.0 -6.5% $238.24 +1.1%
913 AGCO AGCO CORP Industrials 4,808.0 $576K 0.01% $119.70 -6.4%
914 TRU TRANSUNION Industrials 7,953.0 $574K 0.01% +1K +18.6% $72.14 +18.7%
915 TGTX TG THERAPEUTICS INC Healthcare 10,427.0 $573K 0.01% +817.0 +8.5% $54.94 -1.4%
916 SABA SABA CAPITAL INCOME & OPPORT Financial Services 68,484.0 $572K 0.01% +2K +3.2% $8.35 -1.1%
917 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,070.0 $572K 0.01% -719.0 -12.4% $112.76 +11.7%
918 XMLV INVESCO EXCH TRADED FD TR II 8,606.0 $571K 0.01% -742.0 -7.9% $66.33 +1.9%
919 BIIB BIOGEN INC Healthcare 2,633.0 $569K 0.01% +253.0 +10.6% $216.06 +0.9%
920 RALLIANT CORP 7,726.0 $569K 0.01% +860.0 +12.5% $73.63
Page 46 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%