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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 1 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JSML JANUS DETROIT STR TR 56,418.0 $5.2M 0.06% NEW $93.06 -3.2%
2 HONEYWELL INTL INC 16,691.0 $3.7M 0.04% NEW $223.91
3 HONEYWELL AEROSPACE INC 15,523.0 $3.4M 0.04% NEW $221.07
4 DUPONT DE NEMOURS INC 20,111.0 $2.7M 0.03% NEW $135.60
5 SPACE EXPLORATION TECHN CORP 11,724.0 $2.0M 0.02% NEW $170.86
6 FEDEX FGHT HLDG CO INC 7,547.0 $1.1M 0.01% NEW $151.00
7 CARNIVAL CORP LTD 39,440.0 $1.1M 0.01% NEW $28.57
8 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,767.0 $801K 0.01% NEW $45.11 +18.5%
9 HAE HAEMONETICS CORP MASS Healthcare 9,191.0 $689K 0.01% NEW $75.00 +44.4%
10 ALLW SSGA ACTIVE TR 22,924.0 $671K 0.01% NEW $29.27 +4.0%
11 AKBA AKEBIA THREAPEUTICS INC Healthcare 562,423.0 $641K 0.01% NEW $1.14 -15.9%
12 FELE FRANKLIN ELEC INC Industrials 5,921.0 $635K 0.01% NEW $107.19 -5.0%
13 EIC EAGLE POINT INCOME COMPANY I Financial Services 62,090.0 $625K 0.01% NEW $10.07 -0.3%
14 NTAP NETAPP INC Technology 3,937.0 $609K 0.01% NEW $154.77 +21.1%
15 VIRTUS CONVERTIBLE & INCOME 33,521.0 $590K 0.01% NEW $17.59
16 ITGR INTEGER HLDGS CORP Healthcare 6,208.0 $580K 0.01% NEW $93.44 +34.2%
17 PDI PIMCO DYNAMIC INCOME FD Financial Services 31,746.0 $533K 0.01% NEW $16.78 -7.8%
18 DFIS DIMENSIONAL ETF TRUST 14,685.0 $514K 0.01% NEW $35.03 +7.9%
19 HXL HEXCEL CORP NEW Industrials 4,914.0 $492K 0.01% NEW $100.07 -6.4%
20 MXL MAXLINEAR INC Technology 3,740.0 $479K 0.01% NEW $128.03 -48.2%
Page 1 of 10  ·  194 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%