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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 50 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LECO LINCOLN ELEC HLDGS INC Industrials 1,924.0 $511K 0.01% -1K -34.5% $265.55 +9.3%
982 PAXS PIMCO ACCESS INCOME FUND Financial Services 34,866.0 $509K 0.01% -1K -4.1% $14.61 -2.8%
983 ESLT ELBIT SYS LTD Industrials 670.0 $509K 0.01% +118.0 +21.4% $759.59 -6.2%
984 SUPN SUPERNUS PHARMACEUTICALS Healthcare 10,936.0 $509K 0.01% -475.0 -4.2% $46.51 -5.8%
985 IGV ISHARES TR 5,609.0 $508K 0.01% +2K +42.0% $90.60 +20.6%
986 KEY KEYCORP Financial Services 22,015.0 $507K 0.01% -8K -27.1% $23.05 -4.3%
987 SOUTHSTATE BK CORP 5,075.0 $507K 0.01% +544.0 +12.0% $99.91
988 LZB LA Z BOY INC Consumer Cyclical 12,625.0 $507K 0.01% +1K +9.8% $40.12 -17.6%
989 CIBR FIRST TR EXCHANGE-TRADED FD 5,633.0 $506K 0.01% +226.0 +4.2% $89.85 +9.9%
990 VGSH VANGUARD SCOTTSDALE FDS 8,663.0 $504K 0.01% -392.0 -4.3% $58.20 -0.1%
991 CNX CNX RES CORP Energy 14,829.0 $503K 0.01% +978.0 +7.1% $33.93 +7.3%
992 YOU CLEAR SECURE INC Technology 9,021.0 $503K 0.01% +3K +47.0% $55.73 -20.7%
993 SITM SITIME CORP Technology 674.0 $503K 0.01% -17.0 -2.5% $745.56 -21.1%
994 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,587.0 $502K 0.01% +17.0 +1.1% $316.10 -11.4%
995 DFEV DIMENSIONAL ETF TRUST 11,754.0 $502K 0.01% -531.0 -4.3% $42.67 +0.7%
996 MKSI MKS INC. Technology 1,128.0 $501K 0.01% -71.0 -5.9% $444.45 -40.4%
997 CACI CACI INTL INC Technology 1,082.0 $501K 0.01% -233.0 -17.7% $463.26 +35.9%
998 EMD WESTERN ASSET EMERGING MKTS Financial Services 46,395.0 $498K 0.01% -14K -23.6% $10.74 -1.8%
999 PCG PG&E CORP Utilities 29,578.0 $498K 0.01% +837.0 +2.9% $16.82 +8.6%
1000 VOD VODAFONE GROUP PLC Communication Services 37,567.0 $497K 0.01% +3K +8.2% $13.22 +20.8%
Page 50 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%