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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 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DY DYCOM INDS INC Industrials 2,675.0 $1.4M 0.01% +14.0 +0.5% $505.59 -39.1%
542 ULTA ULTA BEAUTY INC Consumer Cyclical 2,975.0 $1.3M 0.01% -349.0 -10.5% $451.00 +17.7%
543 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 268,820.0 $1.3M 0.01% +31K +12.9% $4.99 +2.3%
544 TRGP TARGA RES CORP Energy 4,986.0 $1.3M 0.01% -233.0 -4.5% $268.14 +8.8%
545 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 36,811.0 $1.3M 0.01% -338.0 -0.9% $36.24 +3.2%
546 SPDN DIREXION SHARES ETF TRUST 153,674.0 $1.3M 0.01% -838.0 -0.5% $8.67 -2.1%
547 SNY SANOFI SA Healthcare 31,223.0 $1.3M 0.01% -1K -3.6% $42.66 +5.1%
548 FTDR FRONTDOOR INC Consumer Cyclical 17,050.0 $1.3M 0.01% $77.59 +6.9%
549 PULS PGIM ETF TR 26,545.0 $1.3M 0.01% +8K +44.9% $49.71 -0.0%
550 SSNC SS&C TECH HLDGS Technology 21,196.0 $1.3M 0.01% -400.0 -1.9% $62.05 +34.5%
551 DKS DICKS SPORTING GOODS INC Consumer Cyclical 5,772.0 $1.3M 0.01% +665.0 +13.0% $226.82 -42.4%
552 SGOV ISHARES TR 12,986.0 $1.3M 0.01% +2K +17.9% $100.67 -0.0%
553 DOC HEALTHPEAK PROPERTIES INC Real Estate 60,662.0 $1.3M 0.01% +2K +3.7% $21.40 -0.6%
554 DTE DTE ENERGY CO Utilities 8,505.0 $1.3M 0.01% -549.0 -6.1% $152.37 -10.4%
555 TER TERADYNE INC Technology 2,646.0 $1.3M 0.01% -314.0 -10.6% $483.71 -24.4%
556 ABNB AIRBNB INC Consumer Cyclical 8,936.0 $1.3M 0.01% +178.0 +2.0% $143.12 +28.9%
557 LKQ LKQ CORP Consumer Cyclical 48,496.0 $1.3M 0.01% -2K -3.5% $26.33 -3.2%
558 TM TOYOTA MOTOR CORP Consumer Cyclical 7,553.0 $1.3M 0.01% -2K -17.0% $168.42 +14.3%
559 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,676.0 $1.3M 0.01% +773.0 +19.8% $271.92 -13.1%
560 HPQ HP INC Technology 57,070.0 $1.3M 0.01% +2K +2.8% $22.27 +31.3%
Page 28 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%