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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 51 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 KDP KEURIG DR PEPPER INC Consumer Defensive 15,177.0 $497K 0.01% -5K -24.3% $32.73 -1.6%
1002 SLYV SPDR SERIES TRUST 4,549.0 $496K 0.01% -581.0 -11.3% $109.12 +0.6%
1003 SCCO SOUTHERN COPPER CORP Basic Materials 2,832.0 $493K 0.01% +114.0 +4.2% $174.12 +21.2%
1004 CELH CELSIUS HLDGS INC Consumer Defensive 16,810.0 $492K 0.01% $29.28 +12.5%
1005 HXL HEXCEL CORP NEW Industrials 4,914.0 $492K 0.01% NEW $100.07 -5.2%
1006 VOOG VANGUARD ADMIRAL FDS INC 5,898.0 $491K 0.01% +5K +461.2% $83.32 +1.1%
1007 XYLD GLOBAL X FDS 12,014.0 $490K 0.01% +225.0 +1.9% $40.79 +1.8%
1008 VRSN VERISIGN INC Technology 1,948.0 $490K 0.01% -49.0 -2.5% $251.53 +16.4%
1009 LCII LCI INDS Consumer Cyclical 4,618.0 $489K 0.01% -166.0 -3.5% $105.89 -2.8%
1010 NMR NOMURA HLDGS INC Financial Services 55,696.0 $489K 0.01% +1K +2.5% $8.78 +17.1%
1011 DBEF DBX ETF TR 8,946.0 $489K 0.01% -2K -15.1% $54.63 +2.4%
1012 SPSC SPS COMM INC Technology 8,539.0 $488K 0.01% +2K +23.9% $57.17 +48.3%
1013 KVUE KENVUE INC Consumer Defensive 25,451.0 $486K 0.01% +2K +7.6% $19.11 +0.4%
1014 FDN FIRST TR EXCHANGE-TRADED FD 1,835.0 $486K 0.01% -274.0 -13.0% $264.72 +11.3%
1015 GLPI GAMING & LEISURE P Real Estate 10,892.0 $485K 0.01% +990.0 +10.0% $44.56 -4.4%
1016 VIS VANGUARD WORLD FD 1,341.0 $483K 0.01% -169.0 -11.2% $360.50 -5.8%
1017 OZK BANK OZK LITTLE ROCK ARK Financial Services 9,276.0 $483K 0.01% +192.0 +2.1% $52.09 -5.1%
1018 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 92,682.0 $482K 0.01% -5K -4.9% $5.20 -1.8%
1019 KRG KITE REALTY GROUP TRUST Real Estate 16,961.0 $482K 0.01% +243.0 +1.4% $28.39 -8.2%
1020 MDYG SPDR SERIES TRUST 4,290.0 $481K 0.01% $112.09 -3.1%
Page 51 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%