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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 27 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TEX TEREX CORP NEW Industrials 4,750.0 $344K 0.00% -116.0 -2.4% $72.38 -9.7%
522 NI NISOURCE INC Utilities 7,231.0 $344K 0.00% -2K -20.4% $47.54 -13.5%
523 SU SUNCOR ENERGY INC NEW Energy 6,365.0 $342K 0.00% -326.0 -4.9% $53.68 +22.3%
524 XRAY DENTSPLY SIRONA INC Healthcare 32,082.0 $340K 0.00% -7K -17.3% $10.61 +3.0%
525 EMLP FIRST TR EXCHANGE-TRADED FD 7,785.0 $339K 0.00% -2K -18.8% $43.57 +2.0%
526 PPA INVESCO EXCHANGE TRADED FD T 1,921.0 $339K 0.00% -158.0 -7.6% $176.37 -2.2%
527 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 622.0 $337K 0.00% -140.0 -18.4% $542.05 -4.7%
528 TLK TELEKOMUNIKASI IND Communication Services 25,086.0 $337K 0.00% -2K -6.7% $13.43 +9.5%
529 WFRD WEATHERFORD INTL PLC Energy 4,084.0 $333K 0.00% -120.0 -2.9% $81.43 +8.1%
530 LOPE GRAND CANYON ED INC Consumer Defensive 2,313.0 $331K 0.00% -614.0 -21.0% $143.10 +4.0%
531 TRN TRINITY INDS INC Industrials 9,550.0 $330K 0.00% -69.0 -0.7% $34.58 -14.7%
532 DOCU DOCUSIGN INC Technology 7,301.0 $324K 0.00% -1K -13.4% $44.42 +33.6%
533 EFT EATON VANCE FLOATING RATE IN Financial Services 30,000.0 $324K 0.00% -1K -3.7% $10.80 -1.6%
534 PTC PTC INC Technology 2,830.0 $322K 0.00% -1K -34.3% $113.61 +33.4%
535 EEMV ISHARES INC 4,265.0 $321K 0.00% -265.0 -5.8% $75.28 +0.1%
536 EAGG ISHARES TR 6,680.0 $317K 0.00% -210.0 -3.0% $47.41 -1.2%
537 ARCC ARES CAPITAL CORP Financial Services 17,014.0 $315K 0.00% -765.0 -4.3% $18.53 +7.4%
538 WD WALKER & DUNLOP INC Financial Services 5,736.0 $314K 0.00% -1K -17.4% $54.70 -26.3%
539 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 9,069.0 $313K 0.00% -312.0 -3.3% $34.53 +26.1%
540 FMBH FIRST MID BANCSHARES INC Financial Services 6,463.0 $311K 0.00% -70.0 -1.1% $48.09 +4.6%
Page 27 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%