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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 25 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 EWA ISHARES INC 14,791.0 $417K 0.01% -449.0 -3.0% $28.16 +7.1%
482 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 27,198.0 $413K 0.01% -1K -5.1% $15.20 -0.9%
483 BEACON FINANCIAL CORP. 13,513.0 $411K 0.01% -544.0 -3.9% $30.45
484 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 5,379.0 $411K 0.01% -1K -18.7% $76.45 -3.8%
485 WES WESTERN MIDSTREAM PARTNERS L Energy 9,388.0 $411K 0.01% -487.0 -4.9% $43.76 +10.9%
486 NUVEEN REAL ASSET INCOME & G 31,210.0 $409K 0.00% -3K -8.9% $13.10
487 SUI SUN CMNTYS INC Real Estate 3,398.0 $408K 0.00% -2K -39.0% $119.94 +4.4%
488 PUK PRUDENTIAL PLC Financial Services 15,187.0 $407K 0.00% -84.0 -0.6% $26.81 +5.6%
489 REZI RESIDEO TECHNOLOGIES INC Industrials 13,078.0 $407K 0.00% -732.0 -5.3% $31.10 -36.1%
490 IAGG ISHARES TR 8,032.0 $406K 0.00% -5K -36.7% $50.60 -1.5%
491 QBTS D-WAVE QUANTUM INC Technology 16,910.0 $406K 0.00% -6K -26.5% $23.99 -27.0%
492 LKFN LAKELAND FINL CORP Financial Services 6,561.0 $405K 0.00% -166.0 -2.5% $61.72 -3.6%
493 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,488.0 $399K 0.00% -909.0 -26.8% $160.42 +10.8%
494 MEDP MEDPACE HLDGS INC Healthcare 753.0 $399K 0.00% -102.0 -11.9% $529.44 +16.9%
495 SNX TD SYNNEX CORPORATION Technology 1,487.0 $398K 0.00% -190.0 -11.3% $267.43 -4.6%
496 DBX DROPBOX INC Technology 14,320.0 $393K 0.00% -2K -9.9% $27.47 +26.7%
497 TOL TOLL BROTHERS INC Consumer Cyclical 2,378.0 $392K 0.00% -2K -44.6% $164.74 -10.0%
498 AGO ASSURED GUARANTY LTD Financial Services 4,854.0 $389K 0.00% -907.0 -15.7% $80.16 -5.3%
499 ENSG ENSIGN GROUP INC Healthcare 2,419.0 $388K 0.00% -125.0 -4.9% $160.30 +12.7%
500 SNEX STONEX GROUP INC Financial Services 3,251.0 $385K 0.00% -643.0 -16.5% $118.50 -41.6%
Page 25 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%