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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 17 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CF CF INDUSTRIES HOLD Basic Materials 8,068.0 $873K 0.01% -614.0 -7.1% $108.26 +16.1%
322 NRG NRG ENERGY INC Utilities 5,968.0 $872K 0.01% -968.0 -14.0% $146.07 -20.5%
323 IJT ISHARES TR 4,878.0 $871K 0.01% -332.0 -6.4% $178.59 -2.9%
324 DASH DOORDASH INC Communication Services 4,714.0 $870K 0.01% -684.0 -12.7% $184.52 +28.4%
325 PHM PULTE GROUP INC Consumer Cyclical 6,313.0 $868K 0.01% -1K -15.0% $137.50 -5.4%
326 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,586.0 $867K 0.01% -596.0 -8.3% $131.58 +4.5%
327 CCS CENTURY COMMUNITIES INC Consumer Cyclical 12,080.0 $866K 0.01% -67.0 -0.6% $71.66 -3.3%
328 EVRG EVERGY INC Utilities 9,917.0 $857K 0.01% -760.0 -7.1% $86.43 -4.9%
329 IP INTERNATIONAL PAPER CO Consumer Cyclical 22,277.0 $849K 0.01% -3K -12.2% $38.10 +8.6%
330 IYH ISHARES TR 12,652.0 $848K 0.01% -191.0 -1.5% $67.01 +9.5%
331 CNQ CANADIAN NAT RES LTD MED TER Energy 21,178.0 $845K 0.01% -376.0 -1.7% $39.91 +24.4%
332 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,461.0 $843K 0.01% -375.0 -7.8% $189.04 -19.7%
333 WCC WESCO INTL INC Industrials 2,426.0 $838K 0.01% -1K -31.8% $345.43 +0.6%
334 NKE NIKE INC Consumer Cyclical 20,067.0 $834K 0.01% -1K -5.0% $41.55 -7.1%
335 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 24,170.0 $822K 0.01% -1K -5.5% $33.99 +9.9%
336 LQD ISHARES TR 7,493.0 $817K 0.01% -823.0 -9.9% $109.08 -2.1%
337 ZTS ZOETIS INC Healthcare 11,360.0 $816K 0.01% -3K -23.3% $71.86 +7.9%
338 EMB ISHARES TR 8,414.0 $811K 0.01% -626.0 -6.9% $96.44 -1.2%
339 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 15,355.0 $808K 0.01% -5K -26.2% $52.65 +18.9%
340 COIN COINBASE GLOBAL INC Financial Services 5,509.0 $805K 0.01% -718.0 -11.5% $146.19 +24.3%
Page 17 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%