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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 3 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWO ISHARES TR 114,055.0 $44.9M 0.49% +824.0 +0.7% $393.96 -2.1%
42 SCHG SCHWAB STRATEGIC TR 1,252,805.0 $42.4M 0.47% +15K +1.2% $33.84 +4.4%
43 QQQ INVESCO QQQ TR Financial Services 56,702.0 $41.7M 0.46% -758.0 -1.3% $736.04 -3.4%
44 TSLA TESLA INC Consumer Cyclical 93,777.0 $39.4M 0.43% +5K +5.2% $420.59 -16.7%
45 IWM ISHARES TR 173,234.0 $39.3M 0.43% +4K +2.5% $226.85 +31.9%
46 SCHC SCHWAB STRATEGIC TR 813,788.0 $39.2M 0.43% $48.12 +7.6%
47 MU MICRON TECHNOLOGY INC Technology 31,826.0 $36.7M 0.40% $1154.29 -19.2%
48 LLY ELI LILLY & CO Healthcare 29,798.0 $35.7M 0.39% +391.0 +1.3% $1199.46 +2.8%
49 JNJ JOHNSON & JOHNSON Healthcare 140,570.0 $35.7M 0.39% -2K -1.5% $253.98 +7.5%
50 SPAB SPDR SERIES TRUST 1,375,441.0 $35.1M 0.39% -27K -1.9% $25.52 -1.0%
51 EFG ISHARES TR 266,739.0 $33.2M 0.36% -2K -0.7% $124.42 +1.4%
52 SCHM SCHWAB STRATEGIC TR 871,833.0 $32.1M 0.35% -15K -1.7% $36.87 -2.7%
53 DFAS DIMENSIONAL ETF TRUST 358,848.0 $29.5M 0.32% $82.34 +0.3%
54 THO THOR INDS INC Consumer Cyclical 391,542.0 $29.4M 0.32% $75.16 +5.7%
55 VIGI VANGUARD WHITEHALL FDS 308,892.0 $28.8M 0.32% +3K +0.9% $93.38 +6.2%
56 QUAL ISHARES TR 130,086.0 $28.5M 0.31% -6K -4.5% $219.39 +2.1%
57 ABBV ABBVIE INC Healthcare 105,320.0 $26.5M 0.29% $251.64 +5.6%
58 IJH ISHARES TR 341,975.0 $26.4M 0.29% -14K -3.9% $77.11 -1.3%
59 VONE VANGUARD SCOTTSDALE FDS 77,331.0 $26.2M 0.29% +3K +4.1% $338.72 +2.5%
60 CAT CATERPILLAR INC Industrials 24,406.0 $26.0M 0.28% +486.0 +2.0% $1064.88 -23.8%
Page 3 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%