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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 42 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 VRSK VERISK ANALYTICS INC Industrials 3,773.0 $677K 0.01% -252.0 -6.3% $179.53 +6.8%
822 CMS CMS ENERGY CORP Utilities 8,853.0 $677K 0.01% +343.0 +4.0% $76.51 -10.8%
823 NTES NETEASE COM INC Technology 5,268.0 $675K 0.01% $128.14 -4.2%
824 ZION ZIONS BANCORPORATION NATL AS Financial Services 9,755.0 $675K 0.01% -51.0 -0.5% $69.19 -2.0%
825 CPRX CATALYST PHARMACEUTICALS INC Healthcare 21,433.0 $674K 0.01% +409.0 +1.9% $31.43 +0.2%
826 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 41,957.0 $673K 0.01% +744.0 +1.8% $16.03 +12.5%
827 SM SM ENERGY COMPANY Energy 25,754.0 $672K 0.01% +1K +4.8% $26.10 +40.3%
828 RBLX ROBLOX CORP Technology 12,349.0 $672K 0.01% -13K -50.6% $54.38 -29.1%
829 ALLW SSGA ACTIVE TR 22,924.0 $671K 0.01% NEW $29.27 +3.0%
830 IHI ISHARES TR 13,378.0 $669K 0.01% -976.0 -6.8% $50.01 +10.4%
831 HAL HALLIBURTON CO Energy 19,677.0 $668K 0.01% -455.0 -2.3% $33.95 +6.6%
832 PAAS PAN AMERN SILVER CORP Basic Materials 14,911.0 $668K 0.01% -272.0 -1.8% $44.79 +18.0%
833 ALC ALCON AG Healthcare 9,932.0 $666K 0.01% -3K -23.3% $67.10 +7.3%
834 ESS ESSEX PPTY TR INC Real Estate 2,284.0 $666K 0.01% +254.0 +12.5% $291.64 -2.6%
835 SPTM SPDR SERIES TRUST 7,317.0 $664K 0.01% $90.79 +2.7%
836 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 34,753.0 $663K 0.01% -6K -13.8% $19.08 +0.9%
837 BTZ BLACKROCK CR ALLOCATION Financial Services 64,651.0 $661K 0.01% +33K +105.6% $10.22 -0.8%
838 NEOG NEOGEN CORP Healthcare 73,436.0 $660K 0.01% $8.99 +29.7%
839 VMC VULCAN MATLS CO Basic Materials 2,233.0 $659K 0.01% -597.0 -21.1% $295.03 -7.0%
840 SR SPIRE INC Utilities 8,347.0 $658K 0.01% +470.0 +6.0% $78.88 +4.7%
Page 42 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%