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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 4 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLXR TCW ETF TRUST 7,969.0 $312K 0.00% NEW $39.21 -0.5%
62 VECO VEECO INSTRS INC DEL Technology 4,098.0 $311K 0.00% NEW $75.80 -38.3%
63 IREN IREN LIMITED Financial Services 6,791.0 $311K 0.00% NEW $45.73 -12.9%
64 KLIC KULICKE & SOFFA INDS INC Technology 2,301.0 $308K 0.00% NEW $133.93 -37.0%
65 PCTY PAYLOCITY HLDG CORP Technology 2,925.0 $306K 0.00% NEW $104.51 +45.4%
66 AAOI APPLIED OPTOELECTRONICS INC Technology 2,062.0 $306K 0.00% NEW $148.19 -23.9%
67 HACK AMPLIFY ETF TR 2,863.0 $300K 0.00% NEW $104.92 +4.4%
68 ITRI ITRON INC Technology 3,433.0 $297K 0.00% NEW $86.53 +13.8%
69 NSIT INSIGHT ENTERPRISES INC Technology 2,428.0 $296K 0.00% NEW $121.81 +24.1%
70 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 7,238.0 $296K 0.00% NEW $40.84 +9.8%
71 REGCO REGENCY CTRS CORP 3,648.0 $294K 0.00% NEW $80.52
72 CVBF CVB FINL CORP Financial Services 12,875.0 $290K 0.00% NEW $22.55 -0.6%
73 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 8,668.0 $289K 0.00% NEW $33.39 -21.3%
74 CTS CTS CORP Technology 4,428.0 $289K 0.00% NEW $65.19 -12.7%
75 VCEL VERICEL CORP Healthcare 6,472.0 $288K 0.00% NEW $44.49 -4.2%
76 MHO M/I HOMES INC Consumer Cyclical 1,783.0 $287K 0.00% NEW $160.79 -5.2%
77 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 24,362.0 $284K 0.00% NEW $11.66 -5.4%
78 FBCG FIDELITY COVINGTON TRUST 4,549.0 $283K 0.00% NEW $62.11 -1.4%
79 SXI STANDEX INTL CORP Industrials 785.0 $281K 0.00% NEW $357.68 -14.3%
80 SWKS SKYWORKS SOLUTIONS INC Technology 4,128.0 $280K 0.00% NEW $67.80 -3.4%
Page 4 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%