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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 GPN GLOBAL PMTS INC Industrials 3,272 $220K 0.00% SOLD
82 PBR PETROLEO BRASILEIRO S A Energy 10,559 $219K 0.00% SOLD
83 CNXC CONCENTRIX CORP Technology 7,956 $218K 0.00% SOLD
84 LEA LEAR CORP Consumer Cyclical 1,788 $216K 0.00% SOLD
85 POST POST HLDGS INC Consumer Defensive 2,181 $216K 0.00% SOLD
86 IDA IDACORP INC Utilities 1,488 $213K 0.00% SOLD
87 BLACKROCK INCOME TR INC 19,783 $209K 0.00% SOLD
88 EQH EQUITABLE HLDGS INC Financial Services 5,627 $209K 0.00% SOLD
89 TTEK TETRA TECH INC NEW Industrials 6,896 $208K 0.00% SOLD
90 MRNA MODERNA INC Healthcare 4,082 $207K 0.00% SOLD
91 SOFI SOFI TECHNOLOGIES INC Financial Services 13,032 $207K 0.00% SOLD
92 ANGLOGOLD ASHANTI PLC 2,124 $207K 0.00% SOLD
93 BOH BANK HAWAII CORP Financial Services 2,764 $205K 0.00% SOLD
94 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 4,340 $205K 0.00% SOLD
95 FXE INVESCO CURRENCYSHARES EURO Financial Services 1,875 $200K 0.00% SOLD
96 STWD STARWOOD PPTY TR INC Real Estate 10,353 $183K 0.00% SOLD
97 VFC V F CORP Consumer Cyclical 10,538 $179K 0.00% SOLD
98 HTGC HERCULES CAPITAL INC Financial Services 11,994 $177K 0.00% SOLD
99 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 11,810 $167K 0.00% SOLD
100 DMO WESTERN ASSET MTG DEFINED OP Financial Services 15,498 $167K 0.00% SOLD
Page 5 of 6  ·  117 positions
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%