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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 21 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XLI SELECT SECTOR SPDR TR 11,554.0 $2.1M 0.02% -912.0 -7.3% $185.23 -2.6%
402 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,514.0 $2.1M 0.02% +341.0 +6.6% $386.70 +4.1%
403 EQIX EQUINIX INC Real Estate 2,035.0 $2.1M 0.02% +53.0 +2.7% $1042.37 +3.6%
404 AG FIRST MAJESTIC SILVER CORP Basic Materials 123,475.0 $2.1M 0.02% -4K -3.5% $16.96 +23.8%
405 MFC MANULIFE FINL CORP Financial Services 51,575.0 $2.1M 0.02% +5K +11.4% $40.51 +6.7%
406 MFG MIZUHO FINANCIAL GROUP INC Financial Services 214,870.0 $2.1M 0.02% +66K +44.5% $9.58 +9.1%
407 ACWI ISHARES TR 13,075.0 $2.1M 0.02% -357.0 -2.7% $156.97 +2.5%
408 GSK GSK PLC Healthcare 39,035.0 $2.0M 0.02% -2K -5.5% $52.42 -1.9%
409 SLV ISHARES SILVER TR Financial Services 38,155.0 $2.0M 0.02% $53.47 +15.2%
410 XLC SELECT SECTOR SPDR TR 19,017.0 $2.0M 0.02% +1K +6.0% $107.13 +5.1%
411 HCA HCA HEALTHCARE INC Healthcare 5,174.0 $2.0M 0.02% -319.0 -5.8% $389.88 +9.6%
412 SPACE EXPLORATION TECHN CORP 11,724.0 $2.0M 0.02% NEW $170.86
413 SRE SEMPRA Utilities 21,603.0 $2.0M 0.02% +1K +6.2% $92.71 -8.0%
414 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,590.0 $2.0M 0.02% +189.0 +2.2% $233.09 +1.9%
415 AME AMETEK INC Industrials 8,181.0 $2.0M 0.02% -92.0 -1.1% $241.95 +1.3%
416 ACN ACCENTURE PLC IRELAND Technology 15,827.0 $2.0M 0.02% +1K +7.3% $124.44 +45.8%
417 SAP SAP SE Technology 12,742.0 $2.0M 0.02% -3K -20.5% $154.11 +37.3%
418 PPL PPL CORP Utilities 53,256.0 $2.0M 0.02% -2K -3.8% $36.64 -4.4%
419 WAB WABTEC Industrials 7,199.0 $1.9M 0.02% -148.0 -2.0% $269.61 +11.5%
420 MRSH MARSH & MCLENNAN COS INC Financial Services 11,613.0 $1.9M 0.02% -747.0 -6.0% $166.73 +15.9%
Page 21 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%