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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 24 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ALB ALBEMARLE CORP Basic Materials 3,225.0 $437K 0.01% +142.0 +4.6% $135.52 -0.7%
462 COKE COCA COLA CONS INC Consumer Defensive 2,288.0 $437K 0.01% +106.0 +4.9% $190.89 +1.6%
463 EWC ISHARES INC 7,574.0 $437K 0.01% +245.0 +3.3% $57.64 +8.0%
464 DFAR DIMENSIONAL ETF TRUST 16,543.0 $433K 0.01% +87.0 +0.5% $26.16 +1.4%
465 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 50,194.0 $430K 0.01% +4K +9.8% $8.56 -3.3%
466 CGMS CAPITAL GRP FIXED INCM ETF T 15,661.0 $428K 0.01% +6K +59.6% $27.33 -0.4%
467 COHEN & STEERS LTD DURATION 20,054.0 $424K 0.01% +3K +14.7% $21.16
468 EZU ISHARES INC 6,094.0 $424K 0.01% +52.0 +0.9% $69.50 +2.7%
469 EVEREST GROUP LTD 1,180.0 $422K 0.01% +156.0 +15.2% $357.23
470 RACE FERRARI N V Consumer Cyclical 1,130.0 $421K 0.01% +123.0 +12.2% $372.19 +10.9%
471 BALL BALL CORP Consumer Cyclical 6,690.0 $417K 0.01% +498.0 +8.0% $62.40 +2.6%
472 RY ROYAL BK CDA Financial Services 2,011.0 $416K 0.01% +179.0 +9.8% $206.97 +0.1%
473 JCPB J P MORGAN EXCHANGE TRADED F 8,841.0 $415K 0.01% +2K +39.2% $46.94 -1.2%
474 LSTR LANDSTAR SYS INC Industrials 2,004.0 $414K 0.01% +208.0 +11.6% $206.82 -12.2%
475 HIW HIGHWOODS PPTYS INC Real Estate 13,710.0 $413K 0.01% +3K +33.9% $30.16 +4.5%
476 MIDD MIDDLEBY CORP Industrials 2,401.0 $413K 0.01% +461.0 +23.8% $171.99 -32.9%
477 IGRO ISHARES TR 4,669.0 $411K 0.01% +230.0 +5.2% $87.93 +5.7%
478 JHG JANUS HENDERSON GROUP PLC Financial Services 7,829.0 $407K 0.00% +68.0 +0.9% $51.95 +0.0%
479 OCFC OCEANFIRST FINL CORP Financial Services 20,676.0 $404K 0.00% +186.0 +0.9% $19.53 -2.6%
480 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,695.0 $403K 0.00% +71.0 +1.5% $85.75 +3.7%
Page 24 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%