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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 28 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PR PERMIAN RESOURCES CORP Energy 16,865.0 $310K 0.00% -3K -16.7% $18.41 +23.6%
542 FNV FRANCO NEV CORP Basic Materials 1,488.0 $310K 0.00% -36.0 -2.4% $208.44 +28.3%
543 AM ANTERO MIDSTREAM CORP Energy 13,629.0 $310K 0.00% -4K -24.8% $22.75 -0.7%
544 VTIP VANGUARD MALVERN FDS 6,136.0 $308K 0.00% -4K -36.5% $50.23 -0.8%
545 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 11,878.0 $303K 0.00% -4K -27.1% $25.55 +0.9%
546 VICI VICI PPTYS INC Real Estate 11,390.0 $303K 0.00% -4K -26.2% $26.62 -2.3%
547 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,996.0 $300K 0.00% -210.0 -6.5% $100.08 +8.9%
548 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,148.0 $299K 0.00% -890.0 -29.3% $139.11 -3.3%
549 DOW DOW HLDGS INC Basic Materials 10,807.0 $296K 0.00% -748.0 -6.5% $27.36 +10.8%
550 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,897.0 $295K 0.00% -289.0 -5.6% $60.22 +23.8%
551 ZS ZSCALER INC Technology 2,080.0 $294K 0.00% -52.0 -2.4% $141.15 +20.7%
552 IUSB ISHARES TR 6,335.0 $292K 0.00% -1K -17.8% $46.15 -1.1%
553 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 726.0 $292K 0.00% -47.0 -6.1% $401.85 -0.8%
554 VUSB VANGUARD BD INDEX FDS 5,845.0 $291K 0.00% -2K -20.9% $49.78 -0.0%
555 EXK ENDEAVOUR SILVER CORP Basic Materials 34,887.0 $289K 0.00% -4K -9.7% $8.28 +31.5%
556 PERIMETER SOLUTIONS INC 8,058.0 $287K 0.00% -2K -16.4% $35.65
557 ISTB ISHARES TR 5,952.0 $287K 0.00% -2K -24.1% $48.25 -0.3%
558 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,052.0 $287K 0.00% -118.0 -2.8% $70.86 +17.1%
559 VAW VANGUARD WORLD FD 1,253.0 $287K 0.00% -117.0 -8.5% $228.86 +5.1%
560 VLYPN VALLEY NATL BANCORP 19,348.0 $286K 0.00% -4K -18.9% $14.76
Page 28 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%