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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 49 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 RS RELIANCE INC Basic Materials 1,416.0 $529K 0.01% +83.0 +6.2% $373.65 +4.2%
962 OKLO OKLO INC Utilities 10,066.0 $527K 0.01% -738.0 -6.8% $52.33 -23.8%
963 CNMD CONMED CORP Healthcare 16,091.0 $527K 0.01% +3K +19.7% $32.73 +52.9%
964 NPO ENPRO INC Industrials 1,397.0 $527K 0.01% +93.0 +7.1% $376.93 -20.4%
965 FRME FIRST MERCHANTS CORP Financial Services 12,018.0 $525K 0.01% +2K +23.2% $43.69 -4.1%
966 L LOEWS CORP Financial Services 4,634.0 $525K 0.01% +393.0 +9.3% $113.22 -3.0%
967 FPH FIVE POINT HOLDINGS LLC Real Estate 99,460.0 $524K 0.01% $5.27 -2.7%
968 EXPD EXPEDITORS INTL WASH INC Industrials 3,214.0 $524K 0.01% $162.97 +17.1%
969 KIM KIMCO REALTY CORP Real Estate 20,645.0 $524K 0.01% -1K -5.3% $25.36 -5.9%
970 IGM ISHARES TR 3,198.0 $523K 0.01% $163.61 -1.5%
971 FE FIRSTENERGY CORP Utilities 10,991.0 $522K 0.01% -994.0 -8.3% $47.54 -3.7%
972 FOUR SHIFT4 PMTS INC Technology 10,689.0 $520K 0.01% +2K +29.4% $48.64 -9.3%
973 MUSA MURPHY USA INC Consumer Cyclical 961.0 $518K 0.01% +100.0 +11.6% $538.87 -6.2%
974 LEN LENNAR CORP Consumer Cyclical 5,703.0 $516K 0.01% +210.0 +3.8% $90.49 -5.5%
975 NVT NVENT ELEC PLC Industrials 3,036.0 $515K 0.01% +118.0 +4.0% $169.61 -12.2%
976 DFIS DIMENSIONAL ETF TRUST 14,685.0 $514K 0.01% NEW $35.03 +7.2%
977 IFRA ISHARES TR 8,155.0 $514K 0.01% -830.0 -9.2% $63.04 -6.1%
978 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 6,289.0 $513K 0.01% +72.0 +1.2% $81.51 +4.2%
979 NJR NEW JERSEY RES CORP Utilities 9,053.0 $512K 0.01% -56.0 -0.6% $56.52 -5.7%
980 CELC CELCUITY INC Healthcare 4,884.0 $511K 0.01% $104.62 -15.5%
Page 49 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%