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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 73 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 VKTX VIKING THERAPEUTICS INC Healthcare 6,231.0 $243K 0.00% NEW $39.01 -11.9%
1442 PSO PEARSON PLC Communication Services 15,254.0 $242K 0.00% +79.0 +0.5% $15.89 +3.4%
1443 REZ ISHARES TR 2,559.0 $242K 0.00% $94.69 +1.6%
1444 VALE VALE S A Basic Materials 16,104.0 $242K 0.00% -1K -6.8% $15.04 +0.8%
1445 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 12,756.0 $242K 0.00% -991.0 -7.2% $18.98 -1.2%
1446 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,924.0 $242K 0.00% +2K +40.1% $40.87 +15.4%
1447 IGE ISHARES TR 4,297.0 $241K 0.00% NEW $56.18 +16.9%
1448 BEN FRANKLIN RESOURCES INC Financial Services 7,230.0 $241K 0.00% NEW $33.27 +5.2%
1449 EMBJ EMBRAER S.A. Industrials 3,767.0 $241K 0.00% +365.0 +10.7% $63.84 +17.9%
1450 KB KB FINL GROUP INC Financial Services 2,291.0 $240K 0.00% NEW $104.96 +15.1%
1451 BCX BLACKROCK RES & COMMODITIES Financial Services 21,259.0 $240K 0.00% -473.0 -2.2% $11.31 +16.1%
1452 MTDR MATADOR RES CO Energy 4,828.0 $240K 0.00% -1K -21.7% $49.78 +11.0%
1453 IVOV VANGUARD ADMIRAL FDS INC 2,104.0 $240K 0.00% $114.07 +0.7%
1454 PL PLANET LABS PBC Industrials 7,236.0 $240K 0.00% NEW $33.13 -36.1%
1455 MOAT VANECK ETF TRUST 2,301.0 $239K 0.00% -519.0 -18.4% $103.96 +9.5%
1456 SEIC SEI INVTS CO Financial Services 2,726.0 $239K 0.00% NEW $87.71 +26.3%
1457 OGN ORGANON & CO Healthcare 17,625.0 $239K 0.00% +2K +10.3% $13.54 +1.7%
1458 URA GLOBAL X FDS 5,457.0 $238K 0.00% +48.0 +0.9% $43.70 +10.0%
1459 IGR CBRE GBL REAL ESTATE INC FD Financial Services 51,711.0 $238K 0.00% -4K -8.0% $4.61 +1.1%
1460 BWX SPDR SERIES TRUST 10,984.0 $238K 0.00% -5K -29.9% $21.68 +1.2%
Page 73 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%