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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 76 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 BCPC BALCHEM CORP Basic Materials 1,311.0 $221K 0.00% -49.0 -3.6% $168.95 +6.4%
1502 MKC MCCORMICK & CO INC Consumer Defensive 4,369.0 $220K 0.00% -2K -32.1% $50.41 +9.3%
1503 DFAI DIMENSIONAL ETF TRUST 5,327.0 $220K 0.00% +38.0 +0.7% $41.25 +5.2%
1504 AXS AXIS CAP HLDGS LTD Financial Services 2,040.0 $219K 0.00% $107.45 -6.9%
1505 EXR EXTRA SPACE STORAGE INC Real Estate 1,507.0 $219K 0.00% NEW $145.42 -0.9%
1506 GTN GRAY MEDIA INC Communication Services 55,141.0 $219K 0.00% +10K +22.1% $3.97 +23.9%
1507 CLX CLOROX CO DEL Consumer Defensive 2,293.0 $219K 0.00% -847.0 -27.0% $95.44 +9.2%
1508 RGA REINSURANCE GROUP AMER INC Financial Services 1,028.0 $219K 0.00% NEW $212.63 +16.0%
1509 CGW INVESCO EXCH TRADED FD TR II 3,319.0 $218K 0.00% -124.0 -3.6% $65.73 +0.0%
1510 EDC DIREXION SHARES ETF TRUST 2,450.0 $218K 0.00% NEW $88.94 -10.2%
1511 KNSL KINSALE CAP GROUP INC Financial Services 660.0 $218K 0.00% +36.0 +5.8% $329.93 +17.3%
1512 AMERICA MOVIL SAB DE CV 8,349.0 $217K 0.00% -9K -52.1% $25.99
1513 CALM CAL MAINE FOODS INC Consumer Defensive 2,691.0 $217K 0.00% +92.0 +3.5% $80.56 +3.1%
1514 FCF FIRST COMWLTH FINL CORP PA Financial Services 10,627.0 $216K 0.00% +153.0 +1.5% $20.33 +2.4%
1515 RDW REDWIRE CORPORATION Industrials 17,642.0 $216K 0.00% +511.0 +3.0% $12.23 -7.8%
1516 NXT NEXTPOWER INC Technology 1,807.0 $215K 0.00% NEW $119.09 -26.8%
1517 RPM RPM INTL INC Basic Materials 1,936.0 $215K 0.00% NEW $111.15 -3.7%
1518 CNR CORE NATURAL RESOURCES INC Energy 2,685.0 $215K 0.00% -25.0 -0.9% $80.02 +22.6%
1519 TCAI TORTOISE CAPITAL SERIES TRUS 3,832.0 $214K 0.00% NEW $55.91 -17.0%
1520 WF WOORI FINL GROUP INC Financial Services 3,717.0 $213K 0.00% +590.0 +18.9% $57.40 +25.2%
Page 76 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%