BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CVS CVS HEALTH CORP Healthcare 80,162.0 $8.3M 0.09% +911.0 +1.1% $103.45 -10.2%
162 CB CHUBB LIMITED Financial Services 24,174.0 $8.3M 0.09% -1K -5.1% $341.77 +0.4%
163 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8,550.0 $8.3M 0.09% -174.0 -2.0% $965.69 -14.9%
164 TLT ISHARES TR 94,199.0 $8.1M 0.09% -3K -3.4% $86.42 -3.4%
165 GLD SPDR GOLD TR Financial Services 21,997.0 $8.1M 0.09% -1K -5.9% $368.39 +16.2%
166 EFAV ISHARES TR 91,946.0 $8.1M 0.09% $87.71 +8.2%
167 PDBC INVESCO ACTVELY MNGD ETC FD 505,659.0 $8.0M 0.09% -9K -1.7% $15.88 +14.4%
168 BX BLACKSTONE INC Financial Services 68,155.0 $8.0M 0.09% -63K -48.2% $117.67 +21.8%
169 ADI ANALOG DEVICES INC Technology 20,162.0 $8.0M 0.09% -3K -12.2% $397.17 -5.9%
170 WWD WOODWARD INC Industrials 18,213.0 $7.7M 0.09% +893.0 +5.2% $425.45 -20.2%
171 SCHZ SCHWAB STRATEGIC TR 334,080.0 $7.7M 0.09% +29K +9.6% $23.13 -1.0%
172 DIA STATE STR SPDR DOW JONES IND Financial Services 14,724.0 $7.7M 0.08% -393.0 -2.6% $522.38 +2.5%
173 DSI ISHARES TR 53,521.0 $7.6M 0.08% -2K -3.5% $142.39 +3.0%
174 SPYI NEOS ETF TRUST 143,372.0 $7.6M 0.08% +22K +17.9% $53.09 +0.8%
175 BA BOEING CO Industrials 34,945.0 $7.6M 0.08% $216.45 -2.5%
176 BMY BRISTOL-MYERS SQUIBB CO Healthcare 128,422.0 $7.4M 0.08% -1K -0.9% $57.62 +17.9%
177 LMT LOCKHEED MARTIN CORP Industrials 14,438.0 $7.4M 0.08% -770.0 -5.1% $509.45 +9.2%
178 SNPE DBX ETF TR 106,467.0 $7.3M 0.08% -2K -1.6% $68.86 +3.0%
179 TJX TJX COS INC NEW Consumer Cyclical 48,013.0 $7.3M 0.08% -5K -9.4% $151.50 -7.9%
180 XLK SELECT SECTOR SPDR TR 37,583.0 $7.2M 0.08% -3K -6.5% $190.48 -4.6%
Page 9 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%