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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 8 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VGT VANGUARD WORLD FD 78,188.0 $9.7M 0.11% +68K +648.5% $124.67 -5.7%
142 MTUM ISHARES TR 28,089.0 $9.6M 0.11% -685.0 -2.4% $342.84 -11.8%
143 NEE NEXTERA ENERGY INC Utilities 109,444.0 $9.6M 0.10% $87.77 -4.0%
144 EFV ISHARES TR 125,338.0 $9.6M 0.10% +3K +2.7% $76.55 +7.9%
145 VTWO VANGUARD SCOTTSDALE FDS 78,873.0 $9.6M 0.10% +7K +9.6% $121.42 -0.4%
146 CMI CUMMINS INC Industrials 13,424.0 $9.6M 0.10% -176.0 -1.3% $713.18 -19.7%
147 LIN LINDE PLC Basic Materials 18,309.0 $9.5M 0.10% +151.0 +0.8% $518.92 -6.1%
148 SCHW SCHWAB CHARLES CORP Financial Services 102,186.0 $9.4M 0.10% -2K -1.7% $92.27 +21.7%
149 J P MORGAN EXCHANGE TRADED F 185,104.0 $9.4M 0.10% +5K +2.9% $50.57
150 HYG ISHARES TR 114,514.0 $9.2M 0.10% +4K +3.5% $79.97 -0.1%
151 ALRS ALERUS FINL CORP Financial Services 293,265.0 $9.1M 0.10% $31.10 +6.3%
152 SSD SIMPSON MFG INC Industrials 43,481.0 $9.1M 0.10% $209.35 -10.9%
153 ABT ABBOTT LABORATORIES Healthcare 100,143.0 $9.1M 0.10% -5K -4.4% $90.74 +28.0%
154 MGK VANGUARD WORLD FD 101,916.0 $9.0M 0.10% +81K +393.5% $87.90 +1.1%
155 CRWD CROWDSTRIKE HLDGS INC Technology 11,633.0 $8.9M 0.10% +2K +21.4% $190.70 -2.8%
156 VCSH VANGUARD SCOTTSDALE FDS 110,542.0 $8.7M 0.10% +4K +3.8% $79.03 -0.3%
157 DUSB DIMENSIONAL ETF TRUST 167,029.0 $8.5M 0.09% +21K +14.6% $50.78 -0.1%
158 HWM HOWMET AEROSPACE INC Industrials 31,461.0 $8.5M 0.09% +872.0 +2.9% $268.86 -1.8%
159 AXP AMERICAN EXPRESS CO Financial Services 24,888.0 $8.4M 0.09% -879.0 -3.4% $338.25 -0.7%
160 PLTR PALANTIR TECHNOLOGIES INC Technology 71,147.0 $8.3M 0.09% +481.0 +0.7% $116.67 +48.1%
Page 8 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%