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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 64 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 DT DYNATRACE INC Technology 7,377.0 $324K 0.00% +1K +23.1% $43.91 +21.7%
1262 ESML ISHARES TR 5,773.0 $323K 0.00% NEW $55.93 -0.5%
1263 TEAM ATLASSIAN CORPORATION Technology 4,140.0 $322K 0.00% NEW $77.79 +138.6%
1264 PTC PTC INC Technology 2,830.0 $322K 0.00% -1K -34.3% $113.61 +39.9%
1265 EEMV ISHARES INC 4,265.0 $321K 0.00% -265.0 -5.8% $75.28 +0.7%
1266 SKT TANGER INC Real Estate 8,129.0 $321K 0.00% +308.0 +3.9% $39.47 -4.6%
1267 DVA DAVITA INC Healthcare 1,431.0 $318K 0.00% +48.0 +3.5% $222.49 -19.6%
1268 HYDB ISHARES TR 6,785.0 $317K 0.00% +115.0 +1.7% $46.77 -0.3%
1269 VSH VISHAY INTERTECHNOLOGY INC Technology 5,898.0 $317K 0.00% NEW $53.80 -41.0%
1270 EAGG ISHARES TR 6,680.0 $317K 0.00% -210.0 -3.0% $47.41 -1.2%
1271 SOXQ INVESCO EXCH TRADED FD TR II 2,815.0 $316K 0.00% NEW $112.09 -16.5%
1272 ARCC ARES CAPITAL CORP Financial Services 17,014.0 $315K 0.00% -765.0 -4.3% $18.53 +7.3%
1273 HALO HALOZYME THERAPEUTICS INC Healthcare 4,011.0 $314K 0.00% NEW $78.27 +36.6%
1274 WD WALKER & DUNLOP INC Financial Services 5,736.0 $314K 0.00% -1K -17.4% $54.70 -26.4%
1275 QQQM INVESCO EXCH TRADED FD TR II 1,035.0 $314K 0.00% NEW $303.11 -2.0%
1276 SIZE ISHARES TR 1,759.0 $314K 0.00% $178.28 +3.8%
1277 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 9,069.0 $313K 0.00% -312.0 -3.3% $34.53 +26.1%
1278 SMMV ISHARES TR 6,796.0 $313K 0.00% $46.04 +3.4%
1279 FLXR TCW ETF TRUST 7,969.0 $312K 0.00% NEW $39.21 -0.5%
1280 ASH ASHLAND INC Basic Materials 4,725.0 $311K 0.00% +926.0 +24.4% $65.90 +12.2%
Page 64 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%