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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 10 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DLR DIGITAL RLTY TR INC Real Estate 10,194.0 $1.8M 0.02% +423.0 +4.3% $179.61 +7.7%
182 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 14,174.0 $1.8M 0.02% +108.0 +0.8% $127.90 -3.9%
183 KHC KRAFT HEINZ CO Consumer Defensive 76,181.0 $1.8M 0.02% +11K +17.2% $23.62 +5.0%
184 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 27,913.0 $1.8M 0.02% +1K +4.0% $64.01 +14.5%
185 AEE AMEREN CORP Utilities 15,686.0 $1.8M 0.02% +520.0 +3.4% $113.04 -4.7%
186 NET CLOUDFLARE INC Technology 7,060.0 $1.7M 0.02% +404.0 +6.1% $245.27 +16.2%
187 TFC TRUIST FINL CORP Financial Services 34,638.0 $1.7M 0.02% +1K +3.5% $49.82 +1.7%
188 MPWR MONOLITHIC PWR SYS INC Technology 1,231.0 $1.7M 0.02% +8.0 +0.7% $1382.43 -5.7%
189 DVN DEVON ENERGY CORP NEW Energy 40,164.0 $1.7M 0.02% +18K +78.7% $41.32 +13.3%
190 ED CONSOLIDATED EDISON INC Utilities 14,836.0 $1.6M 0.02% +437.0 +3.0% $110.63 -2.3%
191 ON ON SEMICONDUCTOR CORP Technology 17,039.0 $1.6M 0.02% +774.0 +4.8% $94.54 -22.6%
192 AFL AFLAC INC Financial Services 13,728.0 $1.6M 0.02% +493.0 +3.7% $117.25 +0.2%
193 EWJ ISHARES INC 17,225.0 $1.6M 0.02% +787.0 +4.8% $93.27 +2.3%
194 EW EDWARDS LIFESCIENCES CORP Healthcare 17,698.0 $1.6M 0.02% +190.0 +1.1% $90.46 +0.4%
195 ARES ARES MANAGEMENT CORPORATION Financial Services 14,280.0 $1.6M 0.02% +827.0 +6.2% $111.31 +27.6%
196 FITB FIFTH THIRD BANCORP Financial Services 27,867.0 $1.6M 0.02% +3K +11.8% $56.37 -2.3%
197 VSGX VANGUARD WORLD FD 18,900.0 $1.6M 0.02% +1K +5.6% $82.34 +1.6%
198 YUM YUM BRANDS INC Consumer Cyclical 9,548.0 $1.5M 0.02% +259.0 +2.8% $159.87 -3.4%
199 WBD WARNER BROS DISCOVERY INC Communication Services 56,772.0 $1.5M 0.02% +3K +4.7% $26.66 +7.9%
200 BE BLOOM ENERGY CORP Industrials 4,949.0 $1.5M 0.02% +701.0 +16.5% $302.65 -27.9%
Page 10 of 32  ·  626 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%