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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 12 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SO SOUTHERN CO Utilities 54,018.0 $5.2M 0.06% -2K -4.3% $95.71 -6.1%
222 BKNG BOOKING HOLDINGS INC Consumer Cyclical 28,897.0 $5.2M 0.06% +28K +2072.7% $178.80 +17.3%
223 ANET ARISTA NETWORKS INC Technology 30,151.0 $5.1M 0.06% +5K +21.5% $169.88 +17.5%
224 WM WASTE MGMT INC DEL Industrials 22,902.0 $5.1M 0.06% +2K +8.6% $222.88 -0.6%
225 TT TRANE TECHNOLOGIES PLC Industrials 10,239.0 $5.0M 0.06% -856.0 -7.7% $491.15 -6.3%
226 VOE VANGUARD INDEX FDS 25,217.0 $5.0M 0.06% -968.0 -3.7% $197.60 +6.0%
227 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 16,586.0 $4.9M 0.05% +626.0 +3.9% $293.19 +4.6%
228 DELL DELL TECHNOLOGIES INC Technology 11,224.0 $4.8M 0.05% +3K +29.4% $431.47 +7.5%
229 SMH VANECK ETF TRUST 7,323.0 $4.8M 0.05% -178.0 -2.4% $655.86 -15.4%
230 IWR ISHARES TR 43,505.0 $4.8M 0.05% -2K -4.5% $110.32 +2.7%
231 ESGV VANGUARD WORLD FD 36,284.0 $4.8M 0.05% +3K +10.5% $132.24 +2.6%
232 MRVL MARVELL TECHNOLOGY INC Technology 15,961.0 $4.8M 0.05% +4K +33.8% $297.87 -18.3%
233 Q QNITY ELECTRONICS INC Technology 28,820.0 $4.7M 0.05% -250.0 -0.9% $163.22 -23.0%
234 USB US BANCORP Financial Services 77,407.0 $4.7M 0.05% -11K -12.6% $60.40 +4.3%
235 MDLZ MONDELEZ INTL INC Consumer Defensive 79,602.0 $4.6M 0.05% -3K -3.5% $57.84 +9.1%
236 JCI JOHNSON CONTROLS INTERNATION Industrials 31,454.0 $4.6M 0.05% +4K +12.9% $146.10 -1.2%
237 MBB ISHARES TR 48,476.0 $4.6M 0.05% -1K -2.2% $94.54 -1.1%
238 CARR CARRIER GLOBAL CORPORATION Industrials 62,171.0 $4.6M 0.05% +544.0 +0.9% $73.35 -19.8%
239 PFM INVESCO EXCHANGE TRADED FD T 81,858.0 $4.5M 0.05% -12K -12.7% $55.45 +3.9%
240 PNC PNC FINL SVCS GROUP INC Financial Services 18,409.0 $4.5M 0.05% +301.0 +1.7% $246.22 -0.1%
Page 12 of 85  ·  1,690 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%