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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 13 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DVY ISHARES TR 8,903.0 $1.4M 0.01% -130.0 -1.4% $156.30 +5.5%
242 NIC NICOLET BANKSHARES INC Financial Services 8,255.0 $1.4M 0.01% -119.0 -1.4% $165.39 +3.4%
243 FERG FERGUSON ENTERPRISES INC Industrials 5,725.0 $1.4M 0.01% -120.0 -2.0% $238.24 -1.1%
244 ADBE ADOBE INC Technology 6,646.0 $1.4M 0.01% -2K -25.0% $205.02 +33.4%
245 INTU INTUIT Technology 5,214.0 $1.4M 0.01% -5K -47.5% $260.99 +32.5%
246 CW CURTISS WRIGHT CORP Industrials 1,793.0 $1.4M 0.01% -205.0 -10.3% $757.78 -18.3%
247 ULTA ULTA BEAUTY INC Consumer Cyclical 2,975.0 $1.3M 0.01% -349.0 -10.5% $451.00 +20.4%
248 TRGP TARGA RES CORP Energy 4,986.0 $1.3M 0.01% -233.0 -4.5% $268.14 +9.7%
249 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 36,811.0 $1.3M 0.01% -338.0 -0.9% $36.24 +3.6%
250 SPDN DIREXION SHARES ETF TRUST 153,674.0 $1.3M 0.01% -838.0 -0.5% $8.67 -1.6%
251 SNY SANOFI SA Healthcare 31,223.0 $1.3M 0.01% -1K -3.6% $42.66 +6.5%
252 SSNC SS&C TECH HLDGS Technology 21,196.0 $1.3M 0.01% -400.0 -1.9% $62.05 +33.8%
253 DTE DTE ENERGY CO Utilities 8,505.0 $1.3M 0.01% -549.0 -6.1% $152.37 -9.6%
254 TER TERADYNE INC Technology 2,646.0 $1.3M 0.01% -314.0 -10.6% $483.71 -24.9%
255 LKQ LKQ CORP Consumer Cyclical 48,496.0 $1.3M 0.01% -2K -3.5% $26.33 -2.2%
256 TM TOYOTA MOTOR CORP Consumer Cyclical 7,553.0 $1.3M 0.01% -2K -17.0% $168.42 +13.9%
257 ACWX ISHARES TR 16,624.0 $1.3M 0.01% -1K -5.9% $76.11 +2.4%
258 CBOE CBOE GLOBAL MKTS INC Financial Services 5,204.0 $1.3M 0.01% -59.0 -1.1% $242.67 +28.6%
259 FANG DIAMONDBACK ENERGY INC Energy 7,160.0 $1.3M 0.01% -37.0 -0.5% $175.78 +13.7%
260 UGI UGI CORP NEW Utilities 35,816.0 $1.3M 0.01% -8K -17.6% $34.93 +10.1%
Page 13 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%