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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 31 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 DFLV DIMENSIONAL ETF TRUST 28,331.0 $1.1M 0.01% +3K +10.0% $39.54 +5.8%
602 IDXX IDEXX LABS INC Healthcare 2,125.0 $1.1M 0.01% +95.0 +4.7% $526.56 +3.5%
603 TXG 10X GENOMICS INC Healthcare 28,969.0 $1.1M 0.01% +1K +3.9% $38.33 +69.2%
604 LNG CHENIERE ENERGY INC Energy 4,641.0 $1.1M 0.01% -233.0 -4.8% $239.01 +17.5%
605 NU NU HLDGS LTD Financial Services 82,717.0 $1.1M 0.01% -4K -4.4% $13.36 +11.4%
606 AFRM AFFIRM HLDGS INC Technology 13,544.0 $1.1M 0.01% +9K +175.8% $81.55 -5.0%
607 CFG CITIZENS FINL GROUP INC Financial Services 15,747.0 $1.1M 0.01% +948.0 +6.4% $70.07 +0.2%
608 ICUI ICU MED INC Healthcare 7,518.0 $1.1M 0.01% +392.0 +5.5% $146.60 +19.4%
609 SF STIFEL FINL CORP Financial Services 15,639.0 $1.1M 0.01% -1K -6.7% $69.77 +15.8%
610 CIEN CIENA CORP Technology 2,220.0 $1.1M 0.01% +35.0 +1.6% $490.61 -18.5%
611 ENTERGY CORP NEW 9,468.0 $1.1M 0.01% -262.0 -2.7% $114.86
612 HEI HEICO CORP NEW Industrials 3,043.0 $1.1M 0.01% +611.0 +25.1% $356.18 -5.4%
613 VIRTUS DIVIDEND INTEREST & P 71,189.0 $1.1M 0.01% -10K -11.8% $15.19
614 IQVIA HLDGS INC 5,581.0 $1.1M 0.01% -256.0 -4.4% $193.23
615 JFR NUVEEN FLOATING RATE INCOME Financial Services 138,875.0 $1.1M 0.01% +38K +37.1% $7.72 -1.5%
616 DINO HF SINCLAIR CORP Energy 15,371.0 $1.1M 0.01% +2K +12.8% $69.65 +39.3%
617 DIOD DIODES INC Technology 9,690.0 $1.1M 0.01% +114.0 +1.2% $109.43 -17.0%
618 VMI VALMONT INDS INC Industrials 1,833.0 $1.1M 0.01% -55.0 -2.9% $577.59 -16.8%
619 VOOV VANGUARD ADMIRAL FDS INC 4,829.0 $1.1M 0.01% -254.0 -5.0% $219.23 +4.4%
620 TDY TELEDYNE TECHNOLOGIES INC Technology 1,586.0 $1.1M 0.01% -703.0 -30.7% $666.80 -6.0%
Page 31 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%