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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 30 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 URA GLOBAL X FDS 5,457.0 $238K 0.00% +48.0 +0.9% $43.70 +10.0%
582 IGLB ISHARES TR 4,695.0 $235K 0.00% +74.0 +1.6% $50.04 -3.3%
583 BGR BLACKROCK ENERGY & RES TR Financial Services 15,539.0 $230K 0.00% +4K +38.3% $14.82 +14.8%
584 NML NEUBERGER ENGY INFRSTR & INC Financial Services 22,615.0 $229K 0.00% +468.0 +2.1% $10.14 +4.4%
585 DAN DANA INC Consumer Cyclical 8,342.0 $227K 0.00% +637.0 +8.3% $27.21 +10.5%
586 NUVEEN CR STRATEGIES INCOME 46,104.0 $226K 0.00% +2K +5.6% $4.91
587 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,091.0 $226K 0.00% +36.0 +1.2% $72.99 +5.5%
588 WELLS FARGO & CO 194.0 $225K 0.00% +1.0 +0.5% $1159.31
589 RTO RENTOKIL INITIAL PLC Industrials 7,806.0 $223K 0.00% +462.0 +6.3% $28.61 -18.1%
590 FLGB FRANKLIN TEMPLETON ETF TR 6,243.0 $223K 0.00% +73.0 +1.2% $35.76 +5.4%
591 DFAI DIMENSIONAL ETF TRUST 5,327.0 $220K 0.00% +38.0 +0.7% $41.25 +5.2%
592 GTN GRAY MEDIA INC Communication Services 55,141.0 $219K 0.00% +10K +22.1% $3.97 +23.9%
593 KNSL KINSALE CAP GROUP INC Financial Services 660.0 $218K 0.00% +36.0 +5.8% $329.93 +17.3%
594 CALM CAL MAINE FOODS INC Consumer Defensive 2,691.0 $217K 0.00% +92.0 +3.5% $80.56 +3.1%
595 FCF FIRST COMWLTH FINL CORP PA Financial Services 10,627.0 $216K 0.00% +153.0 +1.5% $20.33 +2.4%
596 RDW REDWIRE CORPORATION Industrials 17,642.0 $216K 0.00% +511.0 +3.0% $12.23 -7.8%
597 WF WOORI FINL GROUP INC Financial Services 3,717.0 $213K 0.00% +590.0 +18.9% $57.40 +25.2%
598 GNW GENWORTH FINL INC Financial Services 22,429.0 $212K 0.00% +508.0 +2.3% $9.47 +4.6%
599 NYT NEW YORK TIMES CO MTN BE Communication Services 2,979.0 $208K 0.00% +522.0 +21.2% $69.98 -2.2%
600 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 715.0 $208K 0.00% +23.0 +3.3% $291.21 -9.8%
Page 30 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%