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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 68 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 TDS TELEPHONE & DATA SYS INC Communication Services 7,631.0 $282K 0.00% +259.0 +3.5% $37.01 -10.9%
1342 SKYY FIRST TR EXCHANGE-TRADED FD 2,092.0 $282K 0.00% $134.56 +23.7%
1343 NXTG FIRST TR EXCHANGE-TRADED FD 1,832.0 $281K 0.00% $153.34 -0.4%
1344 SXI STANDEX INTL CORP Industrials 785.0 $281K 0.00% NEW $357.68 -14.6%
1345 SRAD SPORTRADAR GROUP AG Technology 18,741.0 $281K 0.00% +328.0 +1.8% $14.97 -15.3%
1346 KTB KONTOOR BRANDS INC Consumer Cyclical 3,366.0 $281K 0.00% +137.0 +4.2% $83.35 -7.0%
1347 SWKS SKYWORKS SOLUTIONS INC Technology 4,128.0 $280K 0.00% NEW $67.80 -1.5%
1348 RJF RAYMOND JAMES FINL INC Financial Services 1,836.0 $279K 0.00% -668.0 -26.7% $152.02 +15.2%
1349 CDW CDW CORP Technology 1,981.0 $279K 0.00% -494.0 -20.0% $140.65 +5.5%
1350 TRMB TRIMBLE INC Technology 5,412.0 $277K 0.00% -5K -45.4% $51.18 +19.9%
1351 SPTS SPDR SERIES TRUST 9,539.0 $277K 0.00% $29.01 -0.1%
1352 RRC RANGE RES CORP Energy 7,430.0 $276K 0.00% +113.0 +1.5% $37.19 +11.2%
1353 AVB AVALONBAY CMNTYS INC Real Estate 1,463.0 $276K 0.00% $188.79 -2.5%
1354 SSRM SSR MINING IN Basic Materials 9,759.0 $276K 0.00% -246.0 -2.5% $28.28 +36.4%
1355 PFFA ETFIS SER TR I 13,409.0 $276K 0.00% NEW $20.58 +2.3%
1356 COHU COHU INC Technology 3,737.0 $276K 0.00% NEW $73.82 -29.7%
1357 COPX GLOBAL X FDS 3,560.0 $275K 0.00% +470.0 +15.2% $77.22 +24.6%
1358 WDS WOODSIDE ENERGY GROUP LTD Energy 14,213.0 $275K 0.00% -379.0 -2.6% $19.32 +19.8%
1359 KGS KODIAK GAS SVCS INC Energy 3,653.0 $274K 0.00% +82.0 +2.3% $75.13 -19.6%
1360 SPYM SPDR SERIES TRUST 3,123.0 $274K 0.00% -168.0 -5.1% $87.87 +3.4%
Page 68 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%