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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 70 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 XME SPDR SERIES TRUST 2,482.0 $265K 0.00% -274.0 -9.9% $106.94 +14.0%
1382 MSM MSC INDL DIRECT INC Industrials 2,226.0 $265K 0.00% NEW $118.91 +2.1%
1383 OVV OVINTIV INC Energy 5,016.0 $264K 0.00% -100.0 -1.9% $52.65 +21.8%
1384 BOND PIMCO ETF TR 2,863.0 $264K 0.00% NEW $92.21 -1.4%
1385 ACLS AXCELIS TECHNOLOGIES INC Technology 1,390.0 $263K 0.00% NEW $189.45 -35.6%
1386 PFFV GLOBAL X FDS 11,938.0 $263K 0.00% +2K +14.4% $22.03 +0.1%
1387 LEG LEGGETT & PLATT INC Consumer Cyclical 22,417.0 $263K 0.00% +7K +42.1% $11.71 -21.4%
1388 BGX BLACKSTONE LONG SHORT CR INC Financial Services 24,078.0 $262K 0.00% +8K +51.7% $10.88 -1.2%
1389 OUSTER INC 4,189.0 $262K 0.00% NEW $62.52
1390 OPLN OPENLANE INC Consumer Cyclical 6,349.0 $262K 0.00% NEW $41.24 -13.2%
1391 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 23,425.0 $262K 0.00% +7K +46.3% $11.17 -3.6%
1392 RGLD ROYAL GOLD INC Basic Materials 1,310.0 $262K 0.00% -58.0 -4.2% $199.63 +35.3%
1393 VSAT VIASAT INC Technology 2,907.0 $261K 0.00% NEW $89.90 -21.2%
1394 AX AXOS FINANCIAL INC Financial Services 2,682.0 $261K 0.00% +78.0 +3.0% $97.39 -0.4%
1395 TTC TORO CO Industrials 2,677.0 $261K 0.00% NEW $97.42 +2.6%
1396 ICF ISHARES TR 3,848.0 $260K 0.00% -176.0 -4.4% $67.63 +1.2%
1397 ALLO ALLOGENE THERAPEUTICS INC Healthcare 125,062.0 $260K 0.00% -18K -12.3% $2.08 -1.4%
1398 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 8,695.0 $260K 0.00% +55.0 +0.6% $29.86 +2.4%
1399 SKYW SKYWEST INC Industrials 2,607.0 $259K 0.00% -315.0 -10.8% $99.33 +0.9%
1400 IGF ISHARES TR 3,874.0 $258K 0.00% -2K -35.9% $66.60 -1.8%
Page 70 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%