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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 15 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IQVIA HLDGS INC 5,581.0 $1.1M 0.01% -256.0 -4.4% $193.23
282 VMI VALMONT INDS INC Industrials 1,833.0 $1.1M 0.01% -55.0 -2.9% $577.59 -17.4%
283 VOOV VANGUARD ADMIRAL FDS INC 4,829.0 $1.1M 0.01% -254.0 -5.0% $219.23 +4.8%
284 TDY TELEDYNE TECHNOLOGIES INC Technology 1,586.0 $1.1M 0.01% -703.0 -30.7% $666.80 -5.0%
285 DIHP DIMENSIONAL ETF TRUST 30,793.0 $1.1M 0.01% -1K -3.5% $34.12 +4.5%
286 DOV DOVER CORP Industrials 4,667.0 $1.0M 0.01% -274.0 -5.5% $224.28 -8.7%
287 VCIT VANGUARD SCOTTSDALE FDS 12,667.0 $1.0M 0.01% -282.0 -2.2% $82.63 -1.4%
288 ITA ISHARES TR 4,298.0 $1.0M 0.01% -4K -45.4% $242.43 -2.5%
289 APOS APOLLO GLOBAL MGMT INC 8,800.0 $1.0M 0.01% -12K -57.1% $118.31
290 CPRT COPART INC Industrials 36,892.0 $1.0M 0.01% -3K -6.7% $28.19 +15.9%
291 VONG VANGUARD SCOTTSDALE FDS 8,117.0 $1.0M 0.01% -11K -57.7% $127.81 -1.9%
292 F FORD MTR CO Consumer Cyclical 74,266.0 $1.0M 0.01% -877.0 -1.2% $13.90 -0.0%
293 LPLA LPL FINL HLDGS INC Financial Services 3,631.0 $1.0M 0.01% -432.0 -10.6% $281.71 +27.9%
294 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 22,121.0 $1.0M 0.01% -209.0 -0.9% $45.52 +33.4%
295 KMB KIMBERLY-CLARK CORP Consumer Defensive 8,911.0 $994K 0.01% -2K -18.5% $111.59 -1.1%
296 CGXU CAPITAL GROUP INTL FOCUS EQT 28,383.0 $994K 0.01% -788.0 -2.7% $35.03 +0.4%
297 RL RALPH LAUREN CORP Consumer Cyclical 2,472.0 $992K 0.01% -676.0 -21.5% $401.39 -9.7%
298 CENCORA INC 3,468.0 $981K 0.01% -355.0 -9.3% $283.00
299 HL HECLA MINING COMPANY Basic Materials 62,959.0 $971K 0.01% -6K -8.6% $15.43 +34.2%
300 SOLV SOLVENTUM CORP Healthcare 12,542.0 $968K 0.01% -111.0 -0.9% $77.15 +18.6%
Page 15 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%