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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $8.1B AUM 1,613 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New 689 Added 579 Reduced 113 Exited
Page 4 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SSRM SSR MINING IN Basic Materials 10,005.0 $294K 0.00% NEW $29.37 +1.6%
62 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 9,303.0 $291K 0.00% NEW $31.33 +4.5%
63 BSCS INVESCO EXCH TRD SLF IDX FD 14,154.0 $289K 0.00% NEW $20.42 -0.5%
64 PARR PAR PAC HOLDINGS INC Energy 4,541.0 $284K 0.00% NEW $62.64 -2.3%
65 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,964.0 $283K 0.00% NEW $95.40 +16.2%
66 STM STMICROELECTRONICS N V Technology 8,104.0 $280K 0.00% NEW $34.55 +84.2%
67 FFEB FIRST TR EXCHNG TRADED FD VI 5,000.0 $279K 0.00% NEW $55.85 +7.9%
68 AVAV AEROVIRONMENT INC Industrials 1,475.0 $270K 0.00% NEW $183.09 -13.0%
69 BPOP POPULAR INC Financial Services 1,985.0 $268K 0.00% NEW $135.02 +9.1%
70 TS TENARIS S A Energy 4,600.0 $268K 0.00% NEW $58.18 +6.3%
71 AGX ARGAN INC Industrials 490.0 $267K 0.00% NEW $544.65 +19.0%
72 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,200.0 $266K 0.00% NEW $37.01 -3.7%
73 RPRX ROYALTY PHARMA PLC Healthcare 5,555.0 $266K 0.00% NEW $47.97 +10.2%
74 EUSB ISHARES TR 6,050.0 $263K 0.00% NEW $43.50 -1.3%
75 MORN MORNINGSTAR INC Financial Services 1,554.0 $263K 0.00% NEW $169.05 -0.3%
76 CUZ COUSINS PPTYS INC Real Estate 11,704.0 $262K 0.00% NEW $22.41 +15.6%
77 ENTG ENTEGRIS INC Technology 2,214.0 $260K 0.00% NEW $117.24 +7.8%
78 DAN DANA INC Consumer Cyclical 7,705.0 $259K 0.00% NEW $33.65 -2.6%
79 IPGP IPG PHOTONICS CORP Technology 2,255.0 $258K 0.00% NEW $114.60 +4.3%
80 RDIV INVESCO EXCH TRADED FD TR II 4,612.0 $257K 0.00% NEW $55.66 +1.8%
Page 4 of 8  ·  151 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 26.6%
Financial Services 21.1%
Industrials 9.8%
Consumer Cyclical 9.6%
Healthcare 8.5%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 4.7%
Utilities 2.4%
Basic Materials 2.2%