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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 2 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MPB MID PENN BANCORP INC Financial Services 13,311.0 $464K 0.01% NEW $34.84 +6.6%
22 BUSE FIRST BUSEY CORP Financial Services 15,693.0 $463K 0.01% NEW $29.50 +2.0%
23 CHY CALAMOS CONV & HIGH INCOME F Financial Services 33,974.0 $463K 0.01% NEW $13.62 -4.3%
24 AVEM AMERICAN CENTY ETF TR 4,674.0 $451K 0.01% NEW $96.49 -1.6%
25 CRWV COREWEAVE INC Technology 4,517.0 $450K 0.01% NEW $99.54 -10.6%
26 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 10,177.0 $445K 0.01% NEW $43.75 -4.8%
27 GTX GARRETT MOTION INC Consumer Cyclical 12,643.0 $444K 0.01% NEW $35.10 -24.1%
28 EPAC ENERPAC TOOL GROUP CORP Industrials 12,374.0 $444K 0.01% NEW $35.86 +5.4%
29 ARM ARM HOLDINGS PLC Technology 1,253.0 $443K 0.01% NEW $353.69 -31.4%
30 TDC TERADATA CORP DEL Technology 12,350.0 $428K 0.01% NEW $34.65 -21.1%
31 FLR FLUOR CORP Industrials 8,009.0 $420K 0.01% NEW $52.39 -0.9%
32 VC VISTEON CORP Consumer Cyclical 4,220.0 $419K 0.01% NEW $99.22 +5.0%
33 SMTC SEMTECH CORP Technology 2,550.0 $413K 0.01% NEW $161.85 -11.8%
34 CGNX COGNEX CORP Technology 5,688.0 $412K 0.01% NEW $72.39 -15.0%
35 SMG SCOTTS MIRACLE-GRO CO Basic Materials 5,954.0 $406K 0.00% NEW $68.11 -7.3%
36 MOH MOLINA HEALTHCARE INC Healthcare 1,742.0 $398K 0.00% NEW $228.71 -9.5%
37 UCTT ULTRA CLEAN HLDGS INC Technology 2,776.0 $396K 0.00% NEW $142.51 -48.6%
38 XFLT XAI FLOATING RATE & ALTER IN Financial Services 22,249.0 $393K 0.00% NEW $17.66 +10.4%
39 OMCL OMNICELL COM Healthcare 9,458.0 $393K 0.00% NEW $41.52 -20.0%
40 QYLD GLOBAL X FDS 20,928.0 $386K 0.00% NEW $18.43 -1.5%
Page 2 of 10  ·  194 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%