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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 22 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 81,395.0 $1.9M 0.02% +4K +5.6% $23.58 +7.8%
422 OTIS OTIS WORLDWIDE CORP Industrials 26,685.0 $1.9M 0.02% +11K +70.3% $71.60 +1.1%
423 HQY HEALTHEQUITY INC Healthcare 20,967.0 $1.9M 0.02% +681.0 +3.4% $90.32 +15.6%
424 MSCI MSCI INC Financial Services 3,372.0 $1.9M 0.02% +427.0 +14.5% $560.03 +0.7%
425 ISCB ISHARES TR 25,010.0 $1.9M 0.02% $75.51 +0.9%
426 MCO MOODYS CORP Financial Services 4,162.0 $1.9M 0.02% -77.0 -1.8% $452.96 +13.6%
427 GWW WW GRAINGER INC Industrials 1,385.0 $1.9M 0.02% +29.0 +2.1% $1359.91 -1.8%
428 NEM NEWMONT CORP Basic Materials 20,111.0 $1.9M 0.02% +115.0 +0.6% $93.40 +40.9%
429 CASY CASEYS GEN STORES INC Consumer Cyclical 2,360.0 $1.9M 0.02% +12.0 +0.5% $794.94 +1.5%
430 ESGE ISHARES INC 34,244.0 $1.9M 0.02% -2K -5.3% $54.69 -1.2%
431 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 17,343.0 $1.9M 0.02% +328.0 +1.9% $107.78 +4.1%
432 AIG AMERICAN INTL GROUP INC Financial Services 24,987.0 $1.9M 0.02% $74.53 +3.3%
433 DDOG DATADOG INC Technology 7,088.0 $1.8M 0.02% +494.0 +7.5% $260.31 -12.5%
434 FNB F N B CORP Financial Services 96,574.0 $1.8M 0.02% +2K +2.2% $19.08 -3.3%
435 DLR DIGITAL RLTY TR INC Real Estate 10,194.0 $1.8M 0.02% +423.0 +4.3% $179.61 +7.7%
436 XLP SELECT SECTOR SPDR TR 21,888.0 $1.8M 0.02% -1K -5.3% $83.07 +3.9%
437 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 14,174.0 $1.8M 0.02% +108.0 +0.8% $127.90 -3.9%
438 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 14,675.0 $1.8M 0.02% -2K -13.2% $123.11 +31.5%
439 ROST ROSS STORES INC Consumer Cyclical 8,481.0 $1.8M 0.02% -522.0 -5.8% $212.85 +11.0%
440 KHC KRAFT HEINZ CO Consumer Defensive 76,181.0 $1.8M 0.02% +11K +17.2% $23.62 +5.0%
Page 22 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%