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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 11 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FAST FASTENAL CO Industrials 36,375.0 $1.7M 0.02% -825.0 -2.2% $48.03 +6.5%
202 EOG EOG RES INC Energy 13,429.0 $1.7M 0.02% -306.0 -2.2% $129.74 +11.6%
203 ALL ALLSTATE CORP Financial Services 7,278.0 $1.7M 0.02% -293.0 -3.9% $239.02 +9.5%
204 VYMI VANGUARD WHITEHALL FDS 17,638.0 $1.7M 0.02% -3K -14.8% $98.20 +7.5%
205 SHY ISHARES TR 21,042.0 $1.7M 0.02% -933.0 -4.2% $82.11 -0.1%
206 HLN HALEON PLC Healthcare 184,502.0 $1.7M 0.02% -14K -6.8% $9.33 +9.0%
207 STIP ISHARES TR 16,784.0 $1.7M 0.02% -2K -9.1% $102.16 -1.2%
208 PCAR PACCAR INC Industrials 14,236.0 $1.7M 0.02% -902.0 -6.0% $120.12 +7.6%
209 AMT AMERICAN TOWER CORP Real Estate 10,346.0 $1.7M 0.02% -2K -13.5% $163.58 +7.4%
210 DFSV DIMENSIONAL ETF TRUST 43,439.0 $1.7M 0.02% -2K -3.7% $38.79 +3.2%
211 ENB ENBRIDGE INC Energy 30,804.0 $1.7M 0.02% -741.0 -2.4% $54.21 -7.1%
212 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 79,531.0 $1.7M 0.02% -10K -11.3% $20.88 +3.7%
213 TDG TRANSDIGM GROUP INC Industrials 1,238.0 $1.6M 0.02% -219.0 -15.0% $1332.43 -9.4%
214 WPM WHEATON PRECIOUS METALS CORP Basic Materials 14,665.0 $1.6M 0.02% -408.0 -2.7% $112.32 +38.9%
215 BSX BOSTON SCIENTIFIC CORP Healthcare 38,473.0 $1.6M 0.02% -9K -18.7% $42.70 +12.8%
216 TOTALENERGIES SE 21,047.0 $1.6M 0.02% -2K -9.4% $77.76
217 WSO WATSCO INC Industrials 3,882.0 $1.6M 0.02% -365.0 -8.6% $416.76 -24.6%
218 AMP AMERIPRISE FINL INC Financial Services 3,447.0 $1.6M 0.02% -670.0 -16.3% $458.79 +22.1%
219 BKR BAKER HUGHES COMPANY Energy 28,362.0 $1.6M 0.02% -1K -3.6% $55.54 +11.6%
220 ST SENSATA TECHNOLOGIES HLDG PL Technology 32,761.0 $1.6M 0.02% -2K -6.4% $47.74 -10.8%
Page 11 of 34  ·  674 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%