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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 63 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CORT CORCEPT THERAPEUTICS INC Healthcare 3,878.0 $337K 0.00% NEW $86.95 +34.5%
1242 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 622.0 $337K 0.00% -140.0 -18.4% $542.05 -2.6%
1243 SIGI SELECTIVE INS GROUP INC Financial Services 3,474.0 $337K 0.00% NEW $97.01 -4.9%
1244 TLK TELEKOMUNIKASI IND Communication Services 25,086.0 $337K 0.00% -2K -6.7% $13.43 +8.3%
1245 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 3,097.0 $336K 0.00% +281.0 +10.0% $108.35 -0.3%
1246 FTCA PUTNAM ETF TRUST 45,004.0 $334K 0.00% +253.0 +0.6% $7.42 -2.4%
1247 SKYX SKYX PLATFORMS CORP Industrials 301,898.0 $334K 0.00% +10K +3.5% $1.10 +10.4%
1248 AVUS AMERICAN CENTY ETF TR 2,600.0 $333K 0.00% $128.08 +2.2%
1249 FIDU FIDELITY COVINGTON TRUST 3,342.0 $333K 0.00% +385.0 +13.0% $99.60 -4.7%
1250 VHT VANGUARD WORLD FD 1,113.0 $333K 0.00% $298.96 +8.0%
1251 WFRD WEATHERFORD INTL PLC Energy 4,084.0 $333K 0.00% -120.0 -2.9% $81.43 +12.9%
1252 LOPE GRAND CANYON ED INC Consumer Defensive 2,313.0 $331K 0.00% -614.0 -21.0% $143.10 +5.0%
1253 AR ANTERO RESOURCES CORP Energy 9,418.0 $331K 0.00% +616.0 +7.0% $35.14 +9.6%
1254 TRN TRINITY INDS INC Industrials 9,550.0 $330K 0.00% -69.0 -0.7% $34.58 -14.7%
1255 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 868.0 $330K 0.00% NEW $380.29 -27.1%
1256 STK COLUMBIA SELIGM PREM TECH GR Financial Services 6,086.0 $328K 0.00% +667.0 +12.3% $53.87 -2.4%
1257 CPB THE CAMPBELLS COMPANY Consumer Defensive 14,576.0 $325K 0.00% NEW $22.27 +4.5%
1258 PIPR PIPER SANDLER COMPANIES Financial Services 4,487.0 $325K 0.00% +128.0 +2.9% $72.34 +3.2%
1259 DOCU DOCUSIGN INC Technology 7,301.0 $324K 0.00% -1K -13.4% $44.42 +43.6%
1260 EFT EATON VANCE FLOATING RATE IN Financial Services 30,000.0 $324K 0.00% -1K -3.7% $10.80 -1.8%
Page 63 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%