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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 56 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 THC TENET HEALTHCARE CORP Healthcare 2,247.0 $420K 0.01% -130.0 -5.5% $187.11 +43.1%
1102 FLR FLUOR CORP Industrials 8,009.0 $420K 0.01% NEW $52.39 +3.3%
1103 VC VISTEON CORP Consumer Cyclical 4,220.0 $419K 0.01% NEW $99.22 +1.8%
1104 BALL BALL CORP Consumer Cyclical 6,690.0 $417K 0.01% +498.0 +8.0% $62.40 +1.6%
1105 EWA ISHARES INC 14,791.0 $417K 0.01% -449.0 -3.0% $28.16 +6.9%
1106 RY ROYAL BK CDA Financial Services 2,011.0 $416K 0.01% +179.0 +9.8% $206.97 -1.2%
1107 JCPB J P MORGAN EXCHANGE TRADED F 8,841.0 $415K 0.01% +2K +39.2% $46.94 -1.2%
1108 LSTR LANDSTAR SYS INC Industrials 2,004.0 $414K 0.01% +208.0 +11.6% $206.82 -12.1%
1109 PKB INVESCO EXCHANGE TRADED FD T 3,692.0 $414K 0.01% $112.06 -11.3%
1110 HIW HIGHWOODS PPTYS INC Real Estate 13,710.0 $413K 0.01% +3K +33.9% $30.16 +4.0%
1111 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 27,198.0 $413K 0.01% -1K -5.1% $15.20 -1.4%
1112 MIDD MIDDLEBY CORP Industrials 2,401.0 $413K 0.01% +461.0 +23.8% $171.99 -33.9%
1113 SMTC SEMTECH CORP Technology 2,550.0 $413K 0.01% NEW $161.85 -12.0%
1114 CGNX COGNEX CORP Technology 5,688.0 $412K 0.01% NEW $72.39 -13.0%
1115 BEACON FINANCIAL CORP. 13,513.0 $411K 0.01% -544.0 -3.9% $30.45
1116 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 5,379.0 $411K 0.01% -1K -18.7% $76.45 -6.2%
1117 WES WESTERN MIDSTREAM PARTNERS L Energy 9,388.0 $411K 0.01% -487.0 -4.9% $43.76 +9.3%
1118 IGRO ISHARES TR 4,669.0 $411K 0.01% +230.0 +5.2% $87.93 +5.4%
1119 NUVEEN REAL ASSET INCOME & G 31,210.0 $409K 0.00% -3K -8.9% $13.10
1120 SUI SUN CMNTYS INC Real Estate 3,398.0 $408K 0.00% -2K -39.0% $119.94 +2.7%
Page 56 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%