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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 38 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LQD ISHARES TR 7,493.0 $817K 0.01% -823.0 -9.9% $109.08 -2.5%
742 ZTS ZOETIS INC Healthcare 11,360.0 $816K 0.01% -3K -23.3% $71.86 +7.6%
743 PFF ISHARES TR 26,645.0 $812K 0.01% $30.49 +0.2%
744 EMB ISHARES TR 8,414.0 $811K 0.01% -626.0 -6.9% $96.44 -1.6%
745 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 15,355.0 $808K 0.01% -5K -26.2% $52.65 +20.9%
746 HERZ HERZFELD CARIBBEAN BASIN FD Financial Services 46,992.0 $808K 0.01% +1K +3.2% $17.20 -6.3%
747 COIN COINBASE GLOBAL INC Financial Services 5,509.0 $805K 0.01% -718.0 -11.5% $146.19 +22.2%
748 BKH BLACK HILLS CORP Utilities 10,818.0 $805K 0.01% +69.0 +0.6% $74.40 -2.1%
749 HPE HEWLETT PACKARD ENTERPRISE C Technology 17,767.0 $801K 0.01% NEW $45.11 +16.0%
750 EIX EDISON INTL Utilities 10,709.0 $797K 0.01% +401.0 +3.9% $74.45 -5.8%
751 ACIW ACI WORLDWIDE INC Technology 15,834.0 $796K 0.01% +820.0 +5.5% $50.29 +7.0%
752 EWY ISHARES INC 3,944.0 $796K 0.01% +33.0 +0.8% $201.88 -10.7%
753 RA BROOKFIELD REAL ASSETS INCOM Financial Services 61,796.0 $796K 0.01% +4K +7.0% $12.88 -2.0%
754 NATL NCR ATLEOS CORPORATION Technology 18,299.0 $794K 0.01% -309.0 -1.7% $43.41 +6.6%
755 BSVO EA SERIES TRUST 27,180.0 $793K 0.01% -1K -4.3% $29.19 +0.8%
756 SPYV SPDR SERIES TRUST 13,048.0 $793K 0.01% -2K -12.8% $60.79 +4.5%
757 IONQ IONQ INC Technology 14,807.0 $789K 0.01% +864.0 +6.2% $53.28 -26.4%
758 IUSV ISHARES TR 7,131.0 $785K 0.01% -46.0 -0.6% $110.15 +4.3%
759 TKR TIMKEN CO Industrials 5,402.0 $785K 0.01% +686.0 +14.6% $145.31 -16.9%
760 IJK ISHARES TR 6,666.0 $783K 0.01% -241.0 -3.5% $117.50 -3.2%
Page 38 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%