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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 16 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NATWEST GROUP PLC 49,162.0 $867K 0.01% +5K +10.1% $17.63
302 TSCO TRACTOR SUPPLY CO Consumer Cyclical 27,408.0 $866K 0.01% +690.0 +2.6% $31.61 +9.8%
303 CUSHMAN AND WAKEFIELD LTD 64,240.0 $860K 0.01% +1K +1.8% $13.39
304 PPG PPG INDS INC Basic Materials 7,082.0 $859K 0.01% +606.0 +9.4% $121.29 -6.5%
305 AVTR AVANTOR INC Healthcare 85,906.0 $851K 0.01% +25K +41.5% $9.90 +47.6%
306 EXTR EXTREME NETWORKS INC Technology 26,228.0 $849K 0.01% +405.0 +1.6% $32.37 -28.2%
307 CCI CROWN CASTLE INC Real Estate 11,208.0 $849K 0.01% +413.0 +3.8% $75.74 -0.9%
308 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3,243.0 $848K 0.01% +381.0 +13.3% $261.37 +29.9%
309 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 17,744.0 $839K 0.01% +2K +13.6% $47.27 +8.3%
310 APLD APPLIED DIGITAL CORP Technology 22,430.0 $837K 0.01% +413.0 +1.9% $37.30 -26.4%
311 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,770.0 $834K 0.01% +59.0 +2.2% $300.98 -21.4%
312 MDB MONGODB INC Technology 2,448.0 $822K 0.01% +304.0 +14.2% $335.89 +31.2%
313 FLO FLOWERS FOODS INC Consumer Defensive 103,762.0 $820K 0.01% +33K +46.8% $7.90 -11.6%
314 CE CELANESE CORP DEL Basic Materials 17,808.0 $819K 0.01% +862.0 +5.1% $46.00 -2.5%
315 HERZ HERZFELD CARIBBEAN BASIN FD Financial Services 46,992.0 $808K 0.01% +1K +3.2% $17.20 -7.0%
316 BKH BLACK HILLS CORP Utilities 10,818.0 $805K 0.01% +69.0 +0.6% $74.40 -1.3%
317 EIX EDISON INTL Utilities 10,709.0 $797K 0.01% +401.0 +3.9% $74.45 -1.0%
318 ACIW ACI WORLDWIDE INC Technology 15,834.0 $796K 0.01% +820.0 +5.5% $50.29 +7.8%
319 EWY ISHARES INC 3,944.0 $796K 0.01% +33.0 +0.8% $201.88 -9.8%
320 RA BROOKFIELD REAL ASSETS INCOM Financial Services 61,796.0 $796K 0.01% +4K +7.0% $12.88 -1.9%
Page 16 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%