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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 37 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AVTR AVANTOR INC Healthcare 85,906.0 $851K 0.01% +25K +41.5% $9.90 +47.3%
722 EXTR EXTREME NETWORKS INC Technology 26,228.0 $849K 0.01% +405.0 +1.6% $32.37 -30.2%
723 CCI CROWN CASTLE INC Real Estate 11,208.0 $849K 0.01% +413.0 +3.8% $75.74 +0.5%
724 IP INTERNATIONAL PAPER CO Consumer Cyclical 22,277.0 $849K 0.01% -3K -12.2% $38.10 +3.2%
725 IYH ISHARES TR 12,652.0 $848K 0.01% -191.0 -1.5% $67.01 +7.9%
726 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3,243.0 $848K 0.01% +381.0 +13.3% $261.37 +31.5%
727 CNQ CANADIAN NAT RES LTD MED TER Energy 21,178.0 $845K 0.01% -376.0 -1.7% $39.91 +22.7%
728 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,461.0 $843K 0.01% -375.0 -7.8% $189.04 -20.4%
729 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 17,744.0 $839K 0.01% +2K +13.6% $47.27 +11.0%
730 WCC WESCO INTL INC Industrials 2,426.0 $838K 0.01% -1K -31.8% $345.43 -2.6%
731 APLD APPLIED DIGITAL CORP Technology 22,430.0 $837K 0.01% +413.0 +1.9% $37.30 -32.1%
732 NKE NIKE INC Consumer Cyclical 20,067.0 $834K 0.01% -1K -5.0% $41.55 -4.7%
733 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2,770.0 $834K 0.01% +59.0 +2.2% $300.98 -21.2%
734 EMBOTELLADORA ANDINA S A 28,570.0 $833K 0.01% $29.16
735 VSS VANGUARD INTL EQUITY INDEX F 5,378.0 $830K 0.01% $154.27 +4.1%
736 SPIB SPDR SERIES TRUST 24,596.0 $823K 0.01% $33.46 -1.1%
737 MDB MONGODB INC Technology 2,448.0 $822K 0.01% +304.0 +14.2% $335.89 +33.0%
738 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 24,170.0 $822K 0.01% -1K -5.5% $33.99 +11.9%
739 FLO FLOWERS FOODS INC Consumer Defensive 103,762.0 $820K 0.01% +33K +46.8% $7.90 -10.1%
740 CE CELANESE CORP DEL Basic Materials 17,808.0 $819K 0.01% +862.0 +5.1% $46.00 -2.2%
Page 37 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%