1y return+17.5%S&P 500 +20.9%
3y return+51.4%S&P 500 +68.5%
5y return+43.2%S&P 500 +74.5%
10y return+169.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $269 against $357 in the S&P 500.2
Choreo, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $538.3M | 5.9% | |
| VTVVanguard Index Fds | $485.7M | 5.3% | +2.4% |
| IWFIshares Tr | $314.7M | 3.5% | −2.8% |
| AAPLApple Inc | $263.3M | 2.9% | −1.2% |
| IEFAIshares Tr | $223.0M | 2.4% | +4.9% |
| VOOVanguard Index Fds | $199.9M | 2.2% | +4.0% |
| VBRVanguard Index Fds | $198.1M | 2.2% | |
| VBKVanguard Index Fds | $195.8M | 2.1% | |
| BNDVanguard Bd Index Fds | $195.4M | 2.1% | +9.1% |
| NVDANvidia Corporation | $187.1M | 2.1% | +2.3% |
| VWOVanguard Intl Equity Index F | $182.6M | 2.0% | −5.7% |
| MSFTMicrosoft Corp | $114.1M | 1.3% | −1.3% |
| SPYState Str Spdr S&p 500 Etf T | $107.1M | 1.2% | |
| BACBank Of Amer Corp | $105.4M | 1.2% | −5.8% |
| IEMGIshares Inc | $99.1M | 1.1% | +4.3% |
| IVVIshares Tr | $98.9M | 1.1% | −5.5% |
| IWDIshares Tr | $98.1M | 1.1% | |
| SCHXSchwab Strategic Tr | $97.2M | 1.1% | −1.1% |
| SCHFSchwab Strategic Tr | $96.2M | 1.1% | −1.7% |
| VEAVanguard Tax-managed Fds | $95.1M | 1.0% | |
| AMZNAmazon Com Inc | $88.6M | 1.0% | |
| GOOGLAlphabet Inc | $86.8M | 1.0% | |
| DFIVDimensional Etf Trust | $79.8M | 0.9% | |
| RSPInvesco Exchange Traded Fd T | $79.8M | 0.9% | +3.8% |
| VTIVanguard Index Fds | $77.9M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $187.1M |
| AVGOBroadcom Inc | June 30, 2021 | +692.2% | $56.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $86.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $76.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $52.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $263.3M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $53.2M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $59.9M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $55.4M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $314.7M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $31.0M
- Honeywell Intl IncCUSIP 438516106 was $7.4M
- CPNGCoupang Inc was $3.3M
- Dupont De Nemours IncCUSIP 26614N102 was $2.9M
- SJBProshares Tr was $1.7M
- JDJd.com Inc was $1.2M
- Carnival CorpCUSIP 143658300 was $1.1M
- OBDCBlue Owl Capital Corporation was $826K
- CTRACoterra Energy Inc was $746K
- Tri Pointe Homes IncCUSIP 87265H109 was $724K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −16.2% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Choreo, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1679031&type=13F-HR&dateb=&owner=include&count=40CIK 1679031
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1679031/000121465926009507/Filed August 4, 2026 · accession 0001214659-26-009507