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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 55 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ALB ALBEMARLE CORP Basic Materials 3,225.0 $437K 0.01% +142.0 +4.6% $135.52 +0.2%
1082 COKE COCA COLA CONS INC Consumer Defensive 2,288.0 $437K 0.01% +106.0 +4.9% $190.89 +1.9%
1083 EWC ISHARES INC 7,574.0 $437K 0.01% +245.0 +3.3% $57.64 +8.0%
1084 RNG RINGCENTRAL INC Technology 11,181.0 $436K 0.01% -601.0 -5.1% $38.98 +75.8%
1085 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 11,229.0 $435K 0.01% -7K -39.9% $38.73 +64.6%
1086 WEX WEX INC Technology 3,077.0 $434K 0.01% -324.0 -9.5% $141.09 +40.6%
1087 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 4,249.0 $433K 0.01% -1K -21.2% $101.87 +9.4%
1088 DFAR DIMENSIONAL ETF TRUST 16,543.0 $433K 0.01% +87.0 +0.5% $26.16 +0.5%
1089 BRZE BRAZE INC Technology 19,914.0 $432K 0.01% $21.69 +57.2%
1090 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 50,194.0 $430K 0.01% +4K +9.8% $8.56 -3.2%
1091 PTEN PATTERSON-UTI ENERGY INC Energy 46,714.0 $429K 0.01% $9.18 +33.6%
1092 CGMS CAPITAL GRP FIXED INCM ETF T 15,661.0 $428K 0.01% +6K +59.6% $27.33 -0.4%
1093 TDC TERADATA CORP DEL Technology 12,350.0 $428K 0.01% NEW $34.65 -17.6%
1094 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,732.0 $426K 0.01% -159.0 -4.1% $114.17 +0.7%
1095 ASX ASE TECHNOLOGY HLDG CO LTD Technology 9,413.0 $425K 0.01% -3K -24.9% $45.12 -13.8%
1096 COHEN & STEERS LTD DURATION 20,054.0 $424K 0.01% +3K +14.7% $21.16
1097 EZU ISHARES INC 6,094.0 $424K 0.01% +52.0 +0.9% $69.50 +2.2%
1098 EVEREST GROUP LTD 1,180.0 $422K 0.01% +156.0 +15.2% $357.23
1099 CPT CAMDEN PPTY TR Real Estate 3,677.0 $421K 0.01% -363.0 -9.0% $114.56 -7.7%
1100 RACE FERRARI N V Consumer Cyclical 1,130.0 $421K 0.01% +123.0 +12.2% $372.19 +11.2%
Page 55 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%