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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 62 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 BOE BLACKROCK ENHANCED GLOBAL Financial Services 29,045.0 $351K 0.00% -2K -6.2% $12.09 +2.8%
1222 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,177.0 $351K 0.00% NEW $110.40 +16.8%
1223 VANGUARD FIXED INCOME SECS F 4,676.0 $350K 0.00% NEW $74.86
1224 GATX GATX CORP Industrials 1,975.0 $350K 0.00% +100.0 +5.3% $177.19 +0.7%
1225 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 21,227.0 $348K 0.00% +4K +22.2% $16.39 -2.7%
1226 DFGR DIMENSIONAL ETF TRUST 11,996.0 $348K 0.00% $28.97 +1.1%
1227 KRYS KRYSTAL BIOTECH INC Healthcare 935.0 $348K 0.00% +83.0 +9.7% $371.67 -3.8%
1228 OWL BLUE OWL CAPITAL INC Financial Services 39,405.0 $345K 0.00% +28K +256.9% $8.75 +37.4%
1229 ESE ESCO TECHNOLOGIES INC Technology 983.0 $344K 0.00% +38.0 +4.0% $350.07 -19.6%
1230 MC MOELIS & CO Financial Services 5,255.0 $344K 0.00% -564.0 -9.7% $65.43 +4.9%
1231 TEX TEREX CORP NEW Industrials 4,750.0 $344K 0.00% -116.0 -2.4% $72.38 -10.8%
1232 NI NISOURCE INC Utilities 7,231.0 $344K 0.00% -2K -20.4% $47.54 -13.8%
1233 SU SUNCOR ENERGY INC NEW Energy 6,365.0 $342K 0.00% -326.0 -4.9% $53.68 +23.7%
1234 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5,481.0 $341K 0.00% +1K +32.8% $62.22 -29.8%
1235 XRAY DENTSPLY SIRONA INC Healthcare 32,082.0 $340K 0.00% -7K -17.3% $10.61 +4.0%
1236 SPYG SPDR SERIES TRUST 2,856.0 $340K 0.00% +20.0 +0.7% $119.01 +2.4%
1237 UNF UNIFIRST CORP MASS Industrials 1,284.0 $340K 0.00% +77.0 +6.4% $264.46 +8.1%
1238 EMLP FIRST TR EXCHANGE-TRADED FD 7,785.0 $339K 0.00% -2K -18.8% $43.57 +1.4%
1239 PPA INVESCO EXCHANGE TRADED FD T 1,921.0 $339K 0.00% -158.0 -7.6% $176.37 -2.7%
1240 HE HAWAIIAN ELEC INDS INC MTN B Utilities 25,023.0 $339K 0.00% +1K +6.2% $13.53 -15.3%
Page 62 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%