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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 69 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 USTB VICTORY PORTFOLIOS II 5,397.0 $273K 0.00% NEW $50.62 -0.2%
1362 WRBY WARBY PARKER INC Healthcare 9,001.0 $273K 0.00% -10K -51.6% $30.34 -15.7%
1363 ATR APTARGROUP INC Healthcare 2,179.0 $273K 0.00% NEW $125.20 +6.7%
1364 HYD VANECK ETF TRUST 5,293.0 $273K 0.00% -2K -27.6% $51.51 -2.5%
1365 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 23,367.0 $272K 0.00% -3K -12.7% $11.66 -4.7%
1366 IXC ISHARES TR 5,528.0 $272K 0.00% -835.0 -13.1% $49.13 +15.3%
1367 RLI RLI CORP Financial Services 4,597.0 $272K 0.00% -129.0 -2.7% $59.07 +8.9%
1368 FNDX SCHWAB STRATEGIC TR 8,720.0 $271K 0.00% $31.10 +4.4%
1369 MTH MERITAGE HOMES CORP Consumer Cyclical 3,222.0 $270K 0.00% -2K -36.6% $83.85 -15.4%
1370 HUT 8 CORP 2,323.0 $268K 0.00% NEW $115.43
1371 RDIV INVESCO EXCH TRADED FD TR II 4,612.0 $267K 0.00% $58.00 +9.2%
1372 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 25,964.0 $267K 0.00% -358.0 -1.4% $10.30 -1.3%
1373 ARW ARROW ELECTRS INC Technology 1,253.0 $267K 0.00% NEW $213.42 -2.3%
1374 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,092.0 $267K 0.00% NEW $244.77 -16.2%
1375 MGA MAGNA INTL INC Consumer Cyclical 4,066.0 $267K 0.00% -90.0 -2.2% $65.69 +1.2%
1376 FOF COHEN & STEERS CLOSED-END Financial Services 19,222.0 $267K 0.00% NEW $13.88 -2.5%
1377 FFEB FIRST TR EXCHNG TRADED FD VI 4,372.0 $267K 0.00% -628.0 -12.6% $60.98 +2.4%
1378 EUSB ISHARES TR 6,117.0 $266K 0.00% +67.0 +1.1% $43.45 -1.1%
1379 FDVV FIDELITY COVINGTON TRUST 4,405.0 $266K 0.00% -869.0 -16.5% $60.29 +5.1%
1380 INSTALLED BLDG PRODS INC 1,155.0 $265K 0.00% -365.0 -24.0% $229.83
Page 69 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%