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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 60 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CWI SPDR INDEX SHS FDS 9,195.0 $374K 0.00% $40.67 +2.2%
1182 ENVA ENOVA INTL INC Financial Services 1,551.0 $373K 0.00% +19.0 +1.2% $240.74 -1.4%
1183 EXPAND ENERGY CORPORATION 4,091.0 $373K 0.00% +351.0 +9.4% $91.19
1184 COLB COLUMBIA BKG SYS INC Financial Services 11,637.0 $373K 0.00% +641.0 +5.8% $32.05 -4.2%
1185 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 14,369.0 $373K 0.00% +2K +17.3% $25.95 +36.2%
1186 IVZ INVESCO LTD Financial Services 14,087.0 $372K 0.00% +1K +10.4% $26.39 +26.2%
1187 STE STERIS PLC Healthcare 1,762.0 $371K 0.00% +279.0 +18.8% $210.56 +10.6%
1188 TAFI AB ACTIVE ETFS INC 14,688.0 $370K 0.00% +271.0 +1.9% $25.22 -0.5%
1189 AGNC AGNC INVT CORP Real Estate 33,950.0 $370K 0.00% +15K +76.8% $10.90 +0.4%
1190 EWBC EAST WEST BANCORP INC Financial Services 2,865.0 $370K 0.00% +474.0 +19.8% $129.09 +0.4%
1191 CORP PIMCO ETF TR 3,807.0 $369K 0.00% $96.89 -1.5%
1192 CFR CULLEN FROST BANKERS INC Financial Services 2,381.0 $368K 0.00% -2K -43.2% $154.55 +4.4%
1193 KRC KILROY REALTY CORP Real Estate 9,642.0 $367K 0.00% NEW $38.04 -3.6%
1194 FXL FIRST TR EXCHANGE-TRADED FD 1,688.0 $367K 0.00% +200.0 +13.4% $217.22 +1.1%
1195 BAX BAXTER INTL INC Healthcare 17,165.0 $366K 0.00% -7K -28.7% $21.34 +21.5%
1196 U UNITY SOFTWARE INC Technology 12,812.0 $366K 0.00% NEW $28.58 +52.2%
1197 PRVA PRIVIA HEALTH GROUP INC Healthcare 14,171.0 $365K 0.00% +515.0 +3.8% $25.73 -18.9%
1198 GAP GAP INC Consumer Cyclical 19,501.0 $364K 0.00% -3K -13.4% $18.68 +11.3%
1199 DRH DIAMONDROCK HOSPITALITY CO Real Estate 29,743.0 $362K 0.00% +4K +14.9% $12.18 +4.2%
1200 TORTOISE CAPITAL SERIES TRUS 37,270.0 $362K 0.00% $9.71
Page 60 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%