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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 3 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HRL HORMEL FOODS CORP Consumer Defensive 15,345.0 $381K 0.00% NEW $24.81 -3.9%
42 ASCENDIS PHARMA A/S 1,421.0 $379K 0.00% NEW $266.71
43 KRC KILROY REALTY CORP Real Estate 9,642.0 $367K 0.00% NEW $38.04 -2.3%
44 U UNITY SOFTWARE INC Technology 12,812.0 $366K 0.00% NEW $28.58 +56.3%
45 AMG AFFILIATED MANAGERS GROUP Financial Services 1,057.0 $358K 0.00% NEW $338.42 +9.3%
46 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 4,283.0 $358K 0.00% NEW $83.49 +9.6%
47 MTRN MATERION CORP Basic Materials 1,198.0 $356K 0.00% NEW $297.45 -20.6%
48 UTHY RBB FD INC 8,675.0 $352K 0.00% NEW $40.57 -3.3%
49 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,177.0 $351K 0.00% NEW $110.40 +14.5%
50 VANGUARD FIXED INCOME SECS F 4,676.0 $350K 0.00% NEW $74.86
51 CORT CORCEPT THERAPEUTICS INC Healthcare 3,878.0 $337K 0.00% NEW $86.95 +41.1%
52 SIGI SELECTIVE INS GROUP INC Financial Services 3,474.0 $337K 0.00% NEW $97.01 -4.6%
53 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 868.0 $330K 0.00% NEW $380.29 -29.0%
54 CPB THE CAMPBELLS COMPANY Consumer Defensive 14,576.0 $325K 0.00% NEW $22.27 +5.2%
55 ESML ISHARES TR 5,773.0 $323K 0.00% NEW $55.93 -0.7%
56 TEAM ATLASSIAN CORPORATION Technology 4,140.0 $322K 0.00% NEW $77.79 +117.2%
57 VSH VISHAY INTERTECHNOLOGY INC Technology 5,898.0 $317K 0.00% NEW $53.80 -42.9%
58 SOXQ INVESCO EXCH TRADED FD TR II 2,815.0 $316K 0.00% NEW $112.09 -18.9%
59 HALO HALOZYME THERAPEUTICS INC Healthcare 4,011.0 $314K 0.00% NEW $78.27 +38.8%
60 QQQM INVESCO EXCH TRADED FD TR II 1,035.0 $314K 0.00% NEW $303.11 -3.5%
Page 3 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%