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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 39 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EA ELECTRONIC ARTS INC Communication Services 3,816.0 $782K 0.01% -39.0 -1.0% $205.04 +2.3%
762 GVA GRANITE CONSTR INC Industrials 4,944.0 $782K 0.01% $158.08 -22.5%
763 BRO BROWN & BROWN INC Financial Services 12,176.0 $781K 0.01% -2K -12.0% $64.15 +14.3%
764 GLOBUS MED INC 9,886.0 $781K 0.01% +2K +28.7% $79.01
765 VONV VANGUARD SCOTTSDALE FDS 7,305.0 $777K 0.01% -1K -14.5% $106.30 +6.6%
766 CNH INDL N V 68,990.0 $775K 0.01% -2K -2.1% $11.23
767 SPLV INVESCO EXCH TRADED FD TR II 10,325.0 $773K 0.01% -424.0 -3.9% $74.90 +0.2%
768 AOD ABRDN TOTAL DYNAMIC DIVIDEND Financial Services 74,766.0 $771K 0.01% -12K -14.1% $10.31 +4.6%
769 CHTR CHARTER COMMUNICATIONS INC Communication Services 5,411.0 $769K 0.01% +449.0 +9.1% $142.21 +8.0%
770 HWC HANCOCK WHITNEY CORPORATION Financial Services 10,227.0 $764K 0.01% +82.0 +0.8% $74.72 +0.5%
771 BXSL BLACKSTONE SECD LENDING FD Financial Services 32,194.0 $763K 0.01% +4K +15.9% $23.71 +4.4%
772 RMD RESMED INC Healthcare 3,916.0 $763K 0.01% -481.0 -10.9% $194.90 +23.3%
773 MATX MATSON INC Industrials 3,965.0 $762K 0.01% -95.0 -2.3% $192.23 +16.7%
774 ZD ZIFF DAVIS INC Communication Services 14,542.0 $762K 0.01% +116.0 +0.8% $52.37 +6.6%
775 DB DEUTSCHE BK AG Financial Services 22,500.0 $760K 0.01% -899.0 -3.8% $33.76 +19.5%
776 GRMN GARMIN LTD Technology 3,184.0 $756K 0.01% -636.0 -16.6% $237.54 +20.1%
777 RSPH INVESCO EXCHANGE TRADED FD T 22,780.0 $756K 0.01% $33.19 +12.8%
778 CSL CARLISLE COS INC Industrials 2,081.0 $755K 0.01% +225.0 +12.1% $362.71 -1.7%
779 FPE FIRST TR EXCH TRADED FD III 42,213.0 $755K 0.01% +760.0 +1.8% $17.88 -1.1%
780 CGGR CAPITAL GROUP GROWTH ETF 15,938.0 $753K 0.01% -735.0 -4.4% $47.23 -0.5%
Page 39 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%