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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 79 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 GEF GREIF INC Consumer Cyclical 2,685.0 $202K 0.00% NEW $75.14 +12.9%
1562 ARKG ARK ETF TR 4,792.0 $202K 0.00% NEW $42.06 +18.2%
1563 B BARRICK MNG CORP Basic Materials 5,484.0 $201K 0.00% -11K -66.4% $36.73 +31.5%
1564 ARKK ARK ETF TR 2,491.0 $201K 0.00% NEW $80.81 +6.5%
1565 QLYS QUALYS INC Technology 1,465.0 $201K 0.00% NEW $137.37 +28.5%
1566 PII POLARIS INC Consumer Cyclical 2,938.0 $201K 0.00% NEW $68.43 -7.1%
1567 IBDV ISHARES TR 9,220.0 $201K 0.00% NEW $21.80 -0.7%
1568 IBCA ISHARES TR 7,846.0 $201K 0.00% NEW $25.61 -1.8%
1569 IBDZ ISHARES TR 7,712.0 $201K 0.00% NEW $26.05 -1.5%
1570 IBDX ISHARES TR 7,974.0 $201K 0.00% NEW $25.19 -1.2%
1571 BBWI BATH & BODY WORKS INC Consumer Cyclical 8,681.0 $201K 0.00% NEW $23.13 -24.4%
1572 IBDW ISHARES TR 9,625.0 $201K 0.00% NEW $20.84 -0.9%
1573 IBDY ISHARES TR 7,790.0 $201K 0.00% NEW $25.74 -1.3%
1574 PINNACLE FINL PARTNERS INC 1,987.0 $200K 0.00% NEW $100.89
1575 MD PEDIATRIX MEDICAL GROUP INC Healthcare 7,913.0 $200K 0.00% NEW $25.33 +7.3%
1576 DNP DNP SELECT INCOME FD INC Financial Services 18,550.0 $200K 0.00% -1K -6.4% $10.79 +2.0%
1577 BLUE OWL TECHNOLOGY FIN CORP 18,940.0 $197K 0.00% -82K -81.3% $10.40
1578 VKQ INVESCO MUNICIPAL TRUST Financial Services 19,163.0 $192K 0.00% +2K +14.5% $10.04 -3.2%
1579 SINCLAIR INC 13,219.0 $188K 0.00% +643.0 +5.1% $14.25
1580 ONDS ONDAS INC Technology 22,717.0 $187K 0.00% +4K +22.8% $8.24 -0.3%
Page 79 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%