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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 71 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 GTLS CHART INDS INC Industrials 1,230.0 $257K 0.00% -243.0 -16.5% $208.94 +0.5%
1402 URTH ISHARES INC 1,267.0 $257K 0.00% -68.0 -5.1% $202.69 +3.3%
1403 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 20,327.0 $257K 0.00% NEW $12.63 -2.6%
1404 WAFD WAFD INC Financial Services 6,691.0 $257K 0.00% $38.37 -6.7%
1405 PARR PAR PAC HOLDINGS INC Energy 4,571.0 $256K 0.00% +30.0 +0.7% $56.08 +33.0%
1406 KBWB INVESCO EXCH TRADED FD TR II 2,746.0 $255K 0.00% -151.0 -5.2% $92.97 +3.1%
1407 RPRX ROYALTY PHARMA PLC Healthcare 4,548.0 $255K 0.00% -1K -18.1% $56.08 +10.7%
1408 TS TENARIS S A Energy 4,595.0 $255K 0.00% $55.49 -2.7%
1409 QTEC FIRST TR EXCHANGE-TRADED FD 760.0 $254K 0.00% NEW $334.69 -4.4%
1410 SPLB SPDR SERIES TRUST 11,327.0 $254K 0.00% +147.0 +1.3% $22.40 -3.6%
1411 NWSA NEWS CORP NEW Communication Services 10,209.0 $253K 0.00% +2K +24.6% $24.83 +24.8%
1412 MTD METTLER TOLEDO INTERNATIONAL Healthcare 198.0 $253K 0.00% -7.0 -3.4% $1277.51 +11.4%
1413 MLPA GLOBAL X FDS 4,757.0 $252K 0.00% -3K -36.0% $53.08 +6.3%
1414 TKO TKO GROUP HOLDINGS INC Communication Services 1,253.0 $252K 0.00% -657.0 -34.4% $201.33 -8.0%
1415 REMX VANECK ETF TRUST 2,848.0 $252K 0.00% +140.0 +5.2% $88.50 -11.1%
1416 INGR INGREDION INC Consumer Defensive 2,660.0 $252K 0.00% -4K -61.8% $94.70 +9.7%
1417 BMRC BANK OF MARIN BANCORP Financial Services 9,094.0 $252K 0.00% NEW $27.70 -4.2%
1418 CHCO CITY HLDG CO Financial Services 1,899.0 $252K 0.00% NEW $132.64 +7.0%
1419 CNP CENTERPOINT ENERGY INC Utilities 5,717.0 $252K 0.00% -3K -37.0% $44.05 -10.9%
1420 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,164.0 $252K 0.00% -516.0 -30.7% $216.31 +2.8%
Page 71 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%