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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 21 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 JBT MAREL CORPORATION 3,705.0 $537K 0.01% +104.0 +2.9% $145.01
402 DEO DIAGEO PLC Consumer Defensive 6,674.0 $536K 0.01% +2K +40.4% $80.38 +14.8%
403 MTX MINERALS TECHNOLOGIES INC Basic Materials 7,219.0 $534K 0.01% +336.0 +4.9% $73.96 -2.9%
404 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 6,701.0 $533K 0.01% +679.0 +11.3% $79.54 +39.4%
405 DGCB DIMENSIONAL ETF TRUST 9,733.0 $532K 0.01% +77.0 +0.8% $54.67 -2.4%
406 NPK INTERNATIONAL INC 33,436.0 $532K 0.01% +1K +3.6% $15.91
407 RLJ RLJ LODGING TR Real Estate 44,816.0 $531K 0.01% +2K +4.1% $11.85 -3.3%
408 FSS FEDERAL SIGNAL CORP Industrials 4,126.0 $530K 0.01% +80.0 +2.0% $128.49 -6.5%
409 RS RELIANCE INC Basic Materials 1,416.0 $529K 0.01% +83.0 +6.2% $373.65 +4.2%
410 CNMD CONMED CORP Healthcare 16,091.0 $527K 0.01% +3K +19.7% $32.73 +53.6%
411 NPO ENPRO INC Industrials 1,397.0 $527K 0.01% +93.0 +7.1% $376.93 -18.3%
412 FRME FIRST MERCHANTS CORP Financial Services 12,018.0 $525K 0.01% +2K +23.2% $43.69 -4.8%
413 L LOEWS CORP Financial Services 4,634.0 $525K 0.01% +393.0 +9.3% $113.22 -3.1%
414 FOUR SHIFT4 PMTS INC Technology 10,689.0 $520K 0.01% +2K +29.4% $48.64 -9.4%
415 MUSA MURPHY USA INC Consumer Cyclical 961.0 $518K 0.01% +100.0 +11.6% $538.87 -5.0%
416 LEN LENNAR CORP Consumer Cyclical 5,703.0 $516K 0.01% +210.0 +3.8% $90.49 -5.6%
417 NVT NVENT ELEC PLC Industrials 3,036.0 $515K 0.01% +118.0 +4.0% $169.61 -8.4%
418 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 6,289.0 $513K 0.01% +72.0 +1.2% $81.51 +8.8%
419 ESLT ELBIT SYS LTD Industrials 670.0 $509K 0.01% +118.0 +21.4% $759.59 -5.3%
420 IGV ISHARES TR 5,609.0 $508K 0.01% +2K +42.0% $90.60 +21.3%
Page 21 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%