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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 57 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PUK PRUDENTIAL PLC Financial Services 15,187.0 $407K 0.00% -84.0 -0.6% $26.81 +3.4%
1122 REZI RESIDEO TECHNOLOGIES INC Industrials 13,078.0 $407K 0.00% -732.0 -5.3% $31.10 -35.8%
1123 JHG JANUS HENDERSON GROUP PLC Financial Services 7,829.0 $407K 0.00% +68.0 +0.9% $51.95 +0.0%
1124 IAGG ISHARES TR 8,032.0 $406K 0.00% -5K -36.7% $50.60 -1.6%
1125 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 33,547.0 $406K 0.00% $12.11 +3.7%
1126 QBTS D-WAVE QUANTUM INC Technology 16,910.0 $406K 0.00% -6K -26.5% $23.99 -25.4%
1127 SMG SCOTTS MIRACLE-GRO CO Basic Materials 5,954.0 $406K 0.00% NEW $68.11 -11.0%
1128 LKFN LAKELAND FINL CORP Financial Services 6,561.0 $405K 0.00% -166.0 -2.5% $61.72 -4.1%
1129 OCFC OCEANFIRST FINL CORP Financial Services 20,676.0 $404K 0.00% +186.0 +0.9% $19.53 -3.3%
1130 DFNM DIMENSIONAL ETF TRUST 8,331.0 $403K 0.00% $48.34 -1.6%
1131 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,695.0 $403K 0.00% +71.0 +1.5% $85.75 +3.2%
1132 HST HOST HOTELS & RESORTS INC Real Estate 16,953.0 $402K 0.00% +277.0 +1.7% $23.73 -5.9%
1133 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 11,409.0 $401K 0.00% +2K +22.6% $35.16 +0.2%
1134 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,488.0 $399K 0.00% -909.0 -26.8% $160.42 +9.4%
1135 STAG STAG INDUSTRIAL INC Real Estate 10,475.0 $399K 0.00% +75.0 +0.7% $38.08 -2.7%
1136 MEDP MEDPACE HLDGS INC Healthcare 753.0 $399K 0.00% -102.0 -11.9% $529.44 +15.5%
1137 MOH MOLINA HEALTHCARE INC Healthcare 1,742.0 $398K 0.00% NEW $228.71 -13.1%
1138 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,224.0 $398K 0.00% +878.0 +37.4% $123.48 -5.3%
1139 CRSP CRISPR THERAPEUTICS AG Healthcare 7,292.0 $398K 0.00% +178.0 +2.5% $54.54 +8.9%
1140 SNX TD SYNNEX CORPORATION Technology 1,487.0 $398K 0.00% -190.0 -11.3% $267.43 -2.7%
Page 57 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%