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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 13 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CATY CATHAY GEN BANCORP Financial Services 19,228.0 $1.2M 0.01% +2K +11.0% $61.99 -0.0%
242 VTEB VANGUARD MUN BD FDS 23,465.0 $1.2M 0.01% +5K +26.4% $50.58 -2.2%
243 TRP TC ENERGY CORP Energy 17,870.0 $1.2M 0.01% +12K +182.5% $66.33 -6.5%
244 CLS CELESTICA INC Technology 3,245.0 $1.2M 0.01% +2K +94.5% $364.80 -12.4%
245 FRMI FERMI INC Utilities 129,192.0 $1.2M 0.01% +114K +752.8% $9.16 -38.6%
246 KKR KKR & CO INC 12,737.0 $1.2M 0.01% +456.0 +3.7% $91.78
247 EME EMCOR GROUP INC Industrials 1,395.0 $1.2M 0.01% +38.0 +2.8% $829.57 -6.7%
248 FTV FORTIVE CORP Technology 18,484.0 $1.1M 0.01% +358.0 +2.0% $61.15 -1.5%
249 POWL POWELL INDS INC Industrials 3,006.0 $1.1M 0.01% +1K +86.8% $375.26 -48.3%
250 DFLV DIMENSIONAL ETF TRUST 28,331.0 $1.1M 0.01% +3K +10.0% $39.54 +6.0%
251 IDXX IDEXX LABS INC Healthcare 2,125.0 $1.1M 0.01% +95.0 +4.7% $526.56 +3.5%
252 TXG 10X GENOMICS INC Healthcare 28,969.0 $1.1M 0.01% +1K +3.9% $38.33 +68.2%
253 AFRM AFFIRM HLDGS INC Technology 13,544.0 $1.1M 0.01% +9K +175.8% $81.55 -5.7%
254 CFG CITIZENS FINL GROUP INC Financial Services 15,747.0 $1.1M 0.01% +948.0 +6.4% $70.07 +0.3%
255 ICUI ICU MED INC Healthcare 7,518.0 $1.1M 0.01% +392.0 +5.5% $146.60 +20.5%
256 CIEN CIENA CORP Technology 2,220.0 $1.1M 0.01% +35.0 +1.6% $490.61 -18.6%
257 HEI HEICO CORP NEW Industrials 3,043.0 $1.1M 0.01% +611.0 +25.1% $356.18 -6.1%
258 JFR NUVEEN FLOATING RATE INCOME Financial Services 138,875.0 $1.1M 0.01% +38K +37.1% $7.72 -1.5%
259 DINO HF SINCLAIR CORP Energy 15,371.0 $1.1M 0.01% +2K +12.8% $69.65 +38.8%
260 DIOD DIODES INC Technology 9,690.0 $1.1M 0.01% +114.0 +1.2% $109.43 -16.9%
Page 13 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%