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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 17 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IONQ IONQ INC Technology 14,807.0 $789K 0.01% +864.0 +6.2% $53.28 -20.3%
322 TKR TIMKEN CO Industrials 5,402.0 $785K 0.01% +686.0 +14.6% $145.31 -14.3%
323 GLOBUS MED INC 9,886.0 $781K 0.01% +2K +28.7% $79.01
324 CHTR CHARTER COMMUNICATIONS INC Communication Services 5,411.0 $769K 0.01% +449.0 +9.1% $142.21 +4.3%
325 HWC HANCOCK WHITNEY CORPORATION Financial Services 10,227.0 $764K 0.01% +82.0 +0.8% $74.72 +0.4%
326 BXSL BLACKSTONE SECD LENDING FD Financial Services 32,194.0 $763K 0.01% +4K +15.9% $23.71 +4.3%
327 ZD ZIFF DAVIS INC Communication Services 14,542.0 $762K 0.01% +116.0 +0.8% $52.37 +6.6%
328 CSL CARLISLE COS INC Industrials 2,081.0 $755K 0.01% +225.0 +12.1% $362.71 -0.5%
329 FPE FIRST TR EXCH TRADED FD III 42,213.0 $755K 0.01% +760.0 +1.8% $17.88 -1.0%
330 NOBL PROSHARES TR 13,368.0 $751K 0.01% +7K +100.4% $56.16 +3.8%
331 ARGX ARGENX SE Healthcare 809.0 $750K 0.01% +135.0 +20.0% $927.63 +14.2%
332 MLI MUELLER INDS INC Industrials 9,106.0 $749K 0.01% +4K +91.5% $82.25 -22.0%
333 HBAN HUNTINGTON BANCSHARES INC Financial Services 41,663.0 $747K 0.01% +2K +4.1% $17.93 -6.0%
334 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 30,406.0 $743K 0.01% +922.0 +3.1% $24.44 -8.2%
335 VBIL VANGUARD INSTL INDEX FD 9,776.0 $740K 0.01% +49.0 +0.5% $75.68 -0.0%
336 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3,045.0 $734K 0.01% +77.0 +2.6% $240.94 +4.2%
337 NDAQ NASDAQ INC Financial Services 9,236.0 $728K 0.01% +571.0 +6.6% $78.82 +26.0%
338 STM STMICROELECTRONICS N V Technology 9,697.0 $726K 0.01% +2K +19.7% $74.89 -31.4%
339 MOOG INC 1,705.0 $722K 0.01% +519.0 +43.8% $423.75
340 RDDT REDDIT INC Communication Services 4,145.0 $720K 0.01% +3K +152.1% $173.59 -11.3%
Page 17 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%