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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 32 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DIHP DIMENSIONAL ETF TRUST 30,793.0 $1.1M 0.01% -1K -3.5% $34.12 +4.2%
622 DOV DOVER CORP Industrials 4,667.0 $1.0M 0.01% -274.0 -5.5% $224.28 -10.0%
623 VCIT VANGUARD SCOTTSDALE FDS 12,667.0 $1.0M 0.01% -282.0 -2.2% $82.63 -1.4%
624 EGBN EAGLE BANCORPORATION INC Financial Services 36,782.0 $1.0M 0.01% $28.39 -2.7%
625 ITA ISHARES TR 4,298.0 $1.0M 0.01% -4K -45.4% $242.43 -3.4%
626 APOS APOLLO GLOBAL MGMT INC 8,800.0 $1.0M 0.01% -12K -57.1% $118.31
627 CPRT COPART INC Industrials 36,892.0 $1.0M 0.01% -3K -6.7% $28.19 +16.2%
628 VONG VANGUARD SCOTTSDALE FDS 8,117.0 $1.0M 0.01% -11K -57.7% $127.81 -0.1%
629 F FORD MTR CO Consumer Cyclical 74,266.0 $1.0M 0.01% -877.0 -1.2% $13.90 +0.4%
630 RF REGIONS FINANCIAL CORP NEW Financial Services 33,745.0 $1.0M 0.01% +193.0 +0.6% $30.50 -0.3%
631 EFSC ENTERPRISE FINL SVCS CORP Financial Services 15,570.0 $1.0M 0.01% +526.0 +3.5% $65.88 -3.6%
632 ALAB ASTERA LABS INC Technology 2,120.0 $1.0M 0.01% +210.0 +11.0% $482.99 -37.0%
633 LPLA LPL FINL HLDGS INC Financial Services 3,631.0 $1.0M 0.01% -432.0 -10.6% $281.71 +28.2%
634 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 7,912.0 $1.0M 0.01% +47.0 +0.6% $128.57 +0.5%
635 NOK NOKIA CORP Technology 76,143.0 $1.0M 0.01% +21K +39.0% $13.28 -20.3%
636 JMUB J P MORGAN EXCHANGE TRADED F 19,881.0 $1.0M 0.01% $50.66 -2.0%
637 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 22,121.0 $1.0M 0.01% -209.0 -0.9% $45.52 +35.9%
638 GUNR FLEXSHARES TR 20,365.0 $1.0M 0.01% +304.0 +1.5% $49.28 +14.3%
639 POR PORTLAND GEN ELEC CO Utilities 19,341.0 $1.0M 0.01% $51.83 -3.8%
640 IX ORIX CORP Financial Services 26,330.0 $1.0M 0.01% +472.0 +1.8% $38.04 +2.3%
Page 32 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%