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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 19 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 3,185.0 $640K 0.01% +389.0 +13.9% $201.08 +4.0%
362 VIRTUS CONVERTIBLE & INC FD 39,738.0 $632K 0.01% +26K +192.7% $15.90
363 WCN WASTE CONNECTIONS INC Industrials 3,789.0 $632K 0.01% +40.0 +1.1% $166.68 -0.5%
364 DXC DXC TECHNOLOGY CO Technology 70,795.0 $627K 0.01% +10K +16.8% $8.85 +23.9%
365 NWBI NORTHWEST BANCSHARES INC Financial Services 41,255.0 $625K 0.01% +1K +3.7% $15.16 +0.9%
366 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 10,897.0 $624K 0.01% +415.0 +4.0% $57.22 +14.3%
367 ENR ENERGIZER HLDGS INC Industrials 28,995.0 $622K 0.01% +836.0 +3.0% $21.44 +3.0%
368 HRB BLOCK H & R INC Consumer Cyclical 16,060.0 $619K 0.01% +1K +7.7% $38.56 +36.7%
369 THG HANOVER INS GROUP INC Financial Services 2,888.0 $618K 0.01% +615.0 +27.1% $214.12 +6.6%
370 VGIT VANGUARD SCOTTSDALE FDS 10,434.0 $615K 0.01% +606.0 +6.2% $58.98 -0.9%
371 WKC WORLD KINECT CORPORATION Energy 18,327.0 $604K 0.01% +5K +33.3% $32.94 +8.9%
372 RHI ROBERT HALF INC. Industrials 19,652.0 $604K 0.01% +8K +73.8% $30.71 +46.4%
373 KN KNOWLES CORP Technology 14,511.0 $602K 0.01% +2K +15.7% $41.48 -16.4%
374 WBS WEBSTER FINL CORP Financial Services 7,861.0 $601K 0.01% +241.0 +3.2% $76.42 +1.5%
375 NTRA NATERA INC Healthcare 2,178.0 $591K 0.01% +184.0 +9.2% $271.44 +24.8%
376 ES EVERSOURCE ENERGY Utilities 8,144.0 $589K 0.01% +147.0 +1.8% $72.28 -1.9%
377 CORPAY INC 1,736.0 $579K 0.01% +194.0 +12.6% $333.28
378 TRU TRANSUNION Industrials 7,953.0 $574K 0.01% +1K +18.6% $72.14 +16.9%
379 TGTX TG THERAPEUTICS INC Healthcare 10,427.0 $573K 0.01% +817.0 +8.5% $54.94 +0.3%
380 SABA SABA CAPITAL INCOME & OPPORT Financial Services 68,484.0 $572K 0.01% +2K +3.2% $8.35 -1.9%
Page 19 of 32  ·  626 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%